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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
1101
Householder Group Estate & Retirement Specialist
Arizona
$351K +$55.7K +800 +17%
MGIA
1102
Moneta Group Investment Advisors
Missouri
$351K +$155K +2,224 +67%
AT
1103
American Trust
Kentucky
$351K +$188K +2,700 +96%
MF
1104
Meridian Financial
Massachusetts
$350K -$6.97K -100 -2%
SIM
1105
Sterling Investment Management
Arizona
$350K -$358K -5,140 -48%
KA
1106
Klingman & Associates
New York
$350K -$24.1K -346 -6%
CBFP
1107
Cedar Brook Financial Partners
Ohio
$350K -$23.4K -336 -6%
YIH
1108
Y-Intercept (HK)
Hong Kong
$350K +$384K +5,506 New
APW
1109
Austin Private Wealth
Texas
$349K – – –
PFM
1110
Parsec Financial Management
North Carolina
$349K – – –
AA
1111
Aire Advisors
California
$349K +$117K +1,678 +44%
OFS
1112
Oldfather Financial Services
Nebraska
$348K – – –
JWS
1113
Juncture Wealth Strategies
Arizona
$348K +$33K +474 +9%
ACA
1114
Aptus Capital Advisors
Alabama
$346K +$8.5K +122 +2%
GFPC
1115
Global Financial Private Client
Florida
$346K -$4.74K -68 -1%
SAM
1116
Silvercrest Asset Management
New York
$341K -$6.97K -100 -2%
RWM
1117
Ritholtz Wealth Management
New York
$339K -$9.89K -142 -3%
IAA
1118
Independent Advisor Alliance
North Carolina
$339K -$2.79K -40 -0.7%
MAM
1119
Meeder Asset Management
Ohio
$338K +$108K +1,546 +41%
PWM
1120
PBMares Wealth Management
Virginia
$337K -$1.11K -16 -0.3%
BFPW
1121
BOK Financial Private Wealth
Colorado
$337K – – –
SIM
1122
Seaview Investment Managers
Florida
$337K +$130K +1,866 +54%
RWP
1123
RWA Wealth Partners
Massachusetts
$336K -$78.7K -1,130 -18%
AMC
1124
Asset Management Corp
Illinois
$335K -$6.97K -100 -2%
SFG
1125
Summit Financial Group
West Virginia
$334K -$13.9K -200 -4%
43 44
45
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