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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
676
Highland Private Wealth Management
Washington
$258K +$251K +6,840 New
HCM
677
HGI Capital Management
New York
$256K – – –
SS
678
Sunbelt Securities
Texas
$255K +$249K +6,776 New
SYBT
679
Stock Yards Bank & Trust
Kentucky
$253K +$12.1K +330 +5%
NEPWA
680
New England Private Wealth Advisors
Massachusetts
$252K – – –
SMC
681
Smith, Moore & Co
Missouri
$250K +$243K +6,632 New
LWCFA
682
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K – – –
WF
683
Welch & Forbes
Massachusetts
$247K -$91.7K -2,500 -28%
LWS
684
Lucia Wealth Services
California
$247K – – –
LWM
685
Lenox Wealth Management
Ohio
$247K +$188K +5,136 +362%
HFBOT
686
Home Federal Bank of Tennessee
Tennessee
$246K -$1.83K -50 -0.8%
APSP
687
Asset Planning Services (Pennsylvania)
Pennsylvania
$245K -$46.9K -1,278 -16%
FAM
688
Foresters Asset Management
Ontario, Canada
$245K -$3.67K -100 -2%
BSB
689
Bangor Savings Bank
Maine
$245K -$293 -8 -0.1%
BPCE
690
Bank Pictet & Cie (Europe)
Germany
$244K +$237K +6,472 New
RT
691
Rockland Trust
Massachusetts
$242K +$1.83K +50 +0.8%
CHA
692
Carmichael Hill & Associates
Maryland
$241K – – –
RWA
693
River Wealth Advisors
Pennsylvania
$240K -$18.3K -498 -7%
TA
694
Tiedemann Advisors
New York
$239K – – –
AAM
695
American Asset Management
Florida
$236K – – –
QPWM
696
Quadrant Private Wealth Management
Pennsylvania
$236K +$440 +12 +0.2%
EHPM
697
Emery Howard Portfolio Management
California
$235K -$43.4K -1,182 -16%
WA
698
WP Advisors
California
$235K -$3.89K -106 -2%
CAM
699
Cozad Asset Management
Illinois
$235K +$229K +6,236 New
NFG
700
Next Financial Group
Texas
$234K -$443K -12,076 -66%
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