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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1226
Colonial Trust Advisors
South Carolina
$246K +$26.2K +376 +11%
SW
1227
SlateStone Wealth
Florida
$246K +$55.3K +794 +26%
GM
1228
Granger Management
New York
$243K -$139 -2 -0.1%
KCM
1229
Kendall Capital Management
Maryland
$243K – – –
BMCM
1230
Burns Matteson Capital Management
New York
$242K – – –
CWS
1231
Confluence Wealth Services
Pennsylvania
$242K -$71.9K -1,032 -24%
OPCM
1232
Osborne Partners Capital Management
California
$242K -$1.39K -20 -0.5%
TP
1233
Tranquility Partners
Tennessee
$241K – – –
SW
1234
StrongBox Wealth
Missouri
$239K -$8.22K -118 -3%
GG
1235
Gofen & Glossberg
Illinois
$238K – – –
PIM
1236
Penobscot Investment Management
Massachusetts
$238K – – –
GT
1237
Glenview Trust
Kentucky
$237K -$366K -5,260 -59%
QCG
1238
Quadrant Capital Group
Ohio
$237K -$53.6K -770 -17%
JWM
1239
JGP Wealth Management
Oregon
$237K – – –
OFS
1240
OneAscent Financial Services
Alabama
$237K +$260K +3,728 New
AIC
1241
Archer Investment Corporation
Indiana
$236K -$10.7K -154 -4%
FNT
1242
First Nebraska Trust
Nebraska
$235K – – –
SWA
1243
SOA Wealth Advisors
New York
$235K +$39.7K +570 +18%
SEIA
1244
Signature Estate & Investment Advisors
California
$234K -$41.2K -592 -14%
PWP
1245
Perfromance Wealth Partners
Illinois
$233K – – –
TCM
1246
Triumph Capital Management
Colorado
$232K -$90.8K -1,304 -26%
AWG
1247
Altus Wealth Group
Colorado
$232K -$53.8K -772 -20%
RP
1248
Riverbridge Partners
Minnesota
$231K +$253K +3,630 New
SPIO
1249
Seven Post Investment Office
California
$231K +$253K +3,638 New
ATI
1250
Act Two Investors
California
$231K +$254K +3,640 New
48 49
50
51 52