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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
976
Summit Financial Group
West Virginia
$292K – – –
WC
977
Woodstock Corp
Massachusetts
$292K – – –
RHFI
978
Reilly Herbert Faulkner III
$292K +$283K +5,000 New
AWM
979
Aries Wealth Management
Maine
$290K -$2.26K -40 -0.8%
BKA
980
Brick & Kyle Associates
Pennsylvania
$287K +$280K +4,960 New
IA
981
Independence Advisors
Pennsylvania
$286K -$13.6K -240 -5%
BP
982
BBR Partners
New York
$286K +$277K +4,904 New
AG
983
Appleton Group
Wisconsin
$284K -$117K -2,072 -30%
SFM
984
Stack Financial Management
Montana
$283K -$410K -7,250 -60%
NPP
985
New Potomac Partners
Maryland
$283K -$8.47K -150 -3%
FSC
986
Full Sail Capital
Oklahoma
$282K -$3.96K -70 -1%
CAM
987
Cozad Asset Management
Illinois
$282K – – –
MWM
988
Madison Wealth Management
Ohio
$282K – – –
CFG
989
Cooper Financial Group
California
$279K -$60.8K -1,076 -18%
WCP
990
Welch Capital Partners
New York
$279K – – –
SVWAG
991
Sound View Wealth Advisors Group
Georgia
$279K +$10.4K +184 +4%
I
992
INVST
Indiana
$278K – – –
CBFP
993
Cedar Brook Financial Partners
Ohio
$278K +$22.1K +392 +9%
TFCP
994
Twin Focus Capital Partners
Massachusetts
$275K +$46.3K +820 +21%
CSA
995
Cottage Street Advisors
Massachusetts
$275K +$267K +4,720 New
DMC
996
Drexel Morgan & Co
Pennsylvania
$274K – – –
AL
997
Aspiriant LLC
California
$273K +$265K +4,686 New
WPIC
998
White Pine Investment Company
Michigan
$272K -$39K -690 -13%
HDIM
999
Hanson & Doremus Investment Management
Vermont
$272K – – –
DI
1000
Diligent Investors
California
$270K – – –
38 39
40
41 42