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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
651
Indiana Trust & Investment Management
Indiana
$230K – – –
BFO
652
Biltmore Family Office
North Carolina
$229K – – –
AAMA
653
Advanced Asset Management Advisors
Ohio
$228K +$234K +6,982 New
DWA
654
Douglass Winthrop Advisors
New York
$226K – – –
EIA
655
Eldridge Investment Advisors
New Hampshire
$225K – – –
BFA
656
Bragg Financial Advisors
North Carolina
$224K – – –
CAN
657
Claraphi Advisory Network
United States
$224K +$230K +6,862 New
CPO
658
Cerity Partners OCIO
New York
$221K +$134 +4 +0.1%
PFGIA
659
Patriot Financial Group Insurance Agency
Massachusetts
$220K -$6.11K -182 -3%
NEPWA
660
New England Private Wealth Advisors
Massachusetts
$219K +$13.4K +400 +6%
QPWM
661
Quadrant Private Wealth Management
Pennsylvania
$217K +$223K +6,642 New
SYBT
662
Stock Yards Bank & Trust
Kentucky
$216K -$117K -3,498 -35%
LWCFA
663
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K – – –
HFBOT
664
Home Federal Bank of Tennessee
Tennessee
$215K – – –
RWA
665
River Wealth Advisors
Pennsylvania
$215K +$221K +6,584 New
1SB
666
1ST Source Bank
Indiana
$209K -$1.41K -42 -0.7%
CHA
667
Carmichael Hill & Associates
Maryland
$209K – – –
RT
668
Rockland Trust
Massachusetts
$209K – – –
LSA
669
L & S Advisors
California
$208K -$67 -2 -0%
CAL
670
Capital Advisors Ltd
Ohio
$208K – – –
PCG
671
Private Capital Group
Connecticut
$208K +$195K +5,808 +1,037%
OPCM
672
Osborne Partners Capital Management
California
$206K -$27.1K -806 -11%
GC
673
Garde Capital
Washington
$204K +$209K +6,226 New
SAM
674
Silvercrest Asset Management
New York
$204K +$209K +6,234 New
GHAM
675
Gilman Hill Asset Management
Connecticut
$203K +$208K +6,200 New
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