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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
601
Timber Creek Capital Management
Massachusetts
$193K – – –
LWCFA
602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$189K – – –
WTC
603
WhitTier Trust Company
Nevada
$180K – – –
PFGIA
604
Patriot Financial Group Insurance Agency
Massachusetts
$179K +$51K +1,854 +40%
KPCM
605
Kings Point Capital Management
New York
$175K +$26.2K +952 +17%
CAL
606
Capital Advisors Ltd
Ohio
$174K – – –
YWP
607
YorkBridge Wealth Partners
New York
$166K +$5.28K +192 +3%
CPA
608
Clear Perspective Advisors
Illinois
$164K – – –
SFSIG
609
San Francisco Sentry Investment Group
California
$152K +$152K +5,538 New
CFG
610
Citizens Financial Group
Rhode Island
$149K -$135K -4,914 -48%
AF
611
Allworth Financial
California
$149K – – –
FPFS
612
First Personal Financial Services
North Carolina
$149K – – –
TC
613
Trust Company
Kansas
$127K – – –
WAM
614
Wealthspire Advisors (Maryland)
Maryland
$125K +$19.4K +706 +18%
FCB
615
First Command Bank
Texas
$116K – – –
FCFS
616
First Command Financial Services
Texas
$116K – – –
IPC
617
Independent Portfolio Consultants
Florida
$115K – – –
ABFS
618
Appropriate Balance Financial Services
Washington
$110K +$660 +24 +0.2%
MMG
619
Monetary Management Group
Missouri
$107K +$5.5K +200 +5%
ANBT
620
American National Bank & Trust
Texas
$100K – – –
KTC
621
Kistler-Tiffany Companies
Pennsylvania
$99K – – –
SNT
622
Security National Trust
West Virginia
$97K – – –
BBPWM
623
Blue Bell Private Wealth Management
Pennsylvania
$96K – – –
VWA
624
V Wealth Advisors
Kansas
$93K +$93.6K +3,400 New
AC
625
Alexandria Capital
Virginia
$88K -$27.5K -998 -24%
23 24
25
26 27