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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
601
Sunbelt Securities
Texas
$222K +$216K +7,498 New
OPCM
602
Osborne Partners Capital Management
California
$221K – – –
DLCIG
603
D.L. Carlson Investment Group
New Hampshire
$220K -$1.44M -49,968 -87%
BBNB
604
Baker Boyer National Bank
Washington
$219K – – –
AFG
605
Albion Financial Group
Utah
$218K – – –
FAM
606
Foresters Asset Management
Ontario, Canada
$218K – – –
FA
607
Fagan Associates
New York
$215K +$210K +7,276 New
SC
608
SouthState Corp
Florida
$213K -$28.8K -1,000 -12%
FPS
609
Fieldpoint Private Securities
Connecticut
$213K +$207K +7,200 New
CFA
610
Capstone Financial Advisors
Illinois
$212K – – –
CAM
611
Carret Asset Management
New York
$212K +$207K +7,170 New
TCCM
612
Timber Creek Capital Management
Massachusetts
$208K – – –
ITIM
613
Indiana Trust & Investment Management
Indiana
$208K +$202K +7,022 New
FAM
614
Flaharty Asset Management
Florida
$206K +$198K +6,870 +68,700%
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$10.4K +362 +6%
CS
616
Comerica Securities
Michigan
$205K +$200K +6,936 New
CPO
617
Cerity Partners OCIO
New York
$205K +$200K +6,948 New
DWA
618
Douglass Winthrop Advisors
New York
$204K +$199K +6,914 New
CAG
619
Csenge Advisory Group
Florida
$204K +$199K +6,902 New
BFA
620
Bragg Financial Advisors
North Carolina
$203K +$197K +6,854 New
WSTAM
621
Wilbanks Smith & Thomas Asset Management
Virginia
$202K +$197K +6,840 New
LWCFA
622
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$195K – – –
WTC
623
WhitTier Trust Company
Nevada
$195K – – –
KPCM
624
Kings Point Capital Management
New York
$189K +$115 +4 +0.1%
CAL
625
Capital Advisors Ltd
Ohio
$188K – – –
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