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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MAC
1001
Mason & Associates (California)
California
$731K +$693K +8,410 New
AIM
1002
Arcadia Investment Management
Michigan
$730K – – –
FFA
1003
First Foundation Advisors
California
$730K +$64.2K +780 +10%
NCM
1004
Noesis Capital Mangement
Florida
$729K -$434K -5,266 -39%
SIC
1005
Samalin Investment Counsel
New York
$729K +$13.2K +160 +2%
MWA
1006
Monograph Wealth Advisors
California
$728K +$689K +8,372 New
GWM
1007
Gray Wealth Management
Maine
$726K – – –
IIA
1008
IPG Investment Advisors
California
$723K -$1.01M -12,238 -60%
FFA
1009
Fragasso Financial Advisors
Pennsylvania
$723K +$259K +3,146 +61%
OCM
1010
Orser Capital Management
Texas
$720K -$29.6K -360 -4%
AMM
1011
American Money Management
California
$720K -$8.4K -102 -1%
SYBT
1012
Stock Yards Bank & Trust
Kentucky
$717K +$170K +2,068 +33%
CIAS
1013
Capital Investment Advisory Services
North Carolina
$714K +$21.2K +258 +3%
SIC
1014
Sigma Investment Counselors
Michigan
$712K -$26.2K -318 -4%
MPWT
1015
MassMutual Private Wealth & Trust
Connecticut
$711K – – –
SFG
1016
SNS Financial Group
Minnesota
$709K – – –
BPWM
1017
Badgley Phelps Wealth Managers
Washington
$708K – – –
SS
1018
Sunbelt Securities
Texas
$707K +$9.22K +112 +1%
TFA
1019
Trinity Financial Advisors
Ohio
$700K +$663K +8,054 New
FT
1020
Fiduciary Trust
Massachusetts
$699K -$23.1K -280 -3%
COCM
1021
Charter Oak Capital Management
New Hampshire
$699K -$3.95K -48 -0.6%
OBWG
1022
Onyx Bridge Wealth Group
New York
$698K +$198K +2,406 +43%
HIA
1023
Harbor Investment Advisory
Maryland
$691K -$308K -3,734 -32%
CPA
1024
Capital Planning Advisors
California
$687K +$650K +7,898 New
SFWA
1025
Summit Financial Wealth Advisors
Louisiana
$682K -$25.2K -306 -4%
39 40
41
42 43