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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
951
Brown Advisory Securities
Maryland
$673K – – –
WIM
952
Westside Investment Management
California
$672K +$40K +510 +1%
IWP
953
Icon Wealth Partners
Texas
$671K – – –
AIM
954
Arcadia Investment Management
Michigan
$669K +$1.41K +18 +0.2%
MWA
955
Monograph Wealth Advisors
California
$666K +$1.1K +14 +0.2%
OCM
956
Orser Capital Management
Texas
$658K – – –
COCM
957
Charter Oak Capital Management
New Hampshire
$657K +$18.1K +230 +3%
EIP
958
Ellis Investment Partners
Pennsylvania
$655K -$81.3K -1,036 -11%
CIAS
959
Capital Investment Advisory Services
North Carolina
$653K +$314 +4 +0%
TA
960
TrueWealth Advisors
Alabama
$651K – – –
MPWT
961
MassMutual Private Wealth & Trust
Connecticut
$650K – – –
MCM
962
Maryland Capital Management
Maryland
$649K -$23.2K -296 -3%
FFA
963
Fragasso Financial Advisors
Pennsylvania
$647K -$14.3K -182 -2%
UB
964
UMB Bank
Missouri
$646K -$34.9K -444 -5%
IAIM
965
Industrial Alliance Investment Management
Quebec, Canada
$644K +$605K +7,706 +1,966%
1WA
966
180 Wealth Advisors
Washington
$642K -$10.2K -130 -1%
BPWM
967
Badgley Phelps Wealth Managers
Washington
$641K -$5.5K -70 -0.9%
ZIM
968
Zacks Investment Management
Illinois
$639K +$382K +4,872 +153%
APWA
969
Atlas Private Wealth Advisors
New Jersey
$638K +$89.2K +1,136 +16%
CGFA
970
Colton Groome Financial Advisors
North Carolina
$638K +$169K +2,150 +37%
WCM
971
WealthBridge Capital Management
Ohio
$632K -$54.8K -698 -8%
HIA
972
Harbor Investment Advisory
Maryland
$632K – – –
OPS
973
Orion Portfolio Solutions
Nebraska
$631K -$109K -1,392 -15%
GWM
974
Gray Wealth Management
Maine
$629K -$33.8K -430 -5%
AFA
975
American Financial Advisors
Georgia
$628K -$97.3K -1,240 -14%
37 38
39
40 41