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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
701
Kelman-Lazarov Inc
Tennessee
$511K -$459K -10,066 -44%
WCM
702
WealthBridge Capital Management
Ohio
$511K +$24.2K +530 +4%
SCM
703
SOL Capital Management
Maryland
$510K -$114K -2,500 -16%
AWE
704
Avidian Wealth Enterprises
Texas
$508K +$97.8K +2,142 +20%
BPB
705
Badgley, Phelps & Bell
Washington
$508K +$577K +12,638 New
DIM
706
Delta Investment Management
California
$504K +$231K +5,054 +67%
CAG
707
Crestwood Advisors Group
Massachusetts
$502K -$404K -8,860 -42%
NA
708
NewEdge Advisors
Louisiana
$496K -$190K -4,166 -25%
CCT
709
Country Club Trust
Missouri
$494K -$42.4K -928 -7%
FEM
710
Fulcrum Equity Management
Texas
$492K -$174K -3,820 -24%
RMAM
711
Raab & Moskowitz Asset Management
New Jersey
$492K -$110K -2,420 -16%
LW
712
Linscomb Wealth
Texas
$478K – – –
NDSI
713
Newman Dignan & Sheerar Inc
Rhode Island
$477K +$37.2K +814 +8%
FTIOP
714
Fiduciary Trust International of Pennsylvania
Pennsylvania
$476K +$541K +11,850 New
LWS
715
Lucia Wealth Services
California
$474K +$4.56K +100 +0.9%
PFPT
716
Pinnacle Financial Partners (Tennessee)
Tennessee
$473K -$203K -4,458 -27%
BCA
717
Bray Capital Advisors
Florida
$472K +$82.2K +1,800 +18%
BUB
718
BBVA USA Bancshares
Texas
$471K -$1.04M -22,890 -66%
TC
719
Telemus Capital
Michigan
$471K +$730 +16 +0.2%
MIA
720
MainStreet Investment Advisors
Illinois
$470K -$4.56K -100 -0.8%
SFM
721
Stack Financial Management
Montana
$467K -$155K -3,402 -23%
FIM
722
Fernwood Investment Management
Massachusetts
$467K -$18.3K -400 -3%
FFM
723
Fullerton Fund Management
Singapore
$466K +$529K +11,600 New
EVM
724
Eaton Vance Management
Massachusetts
$465K -$117K -2,560 -18%
FIM
725
Frontier Investment Management
Texas
$464K +$18.3K +400 +4%
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