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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1526
Sage Mountain Advisors
Georgia
$150K – – –
EG
1527
Ellerson Group
Maryland
$150K +$157K +1,826 New
M
1528
MOTCO
Texas
$148K – – –
CSWM
1529
Cassady Schiller Wealth Management
Ohio
$148K -$56.8K -662 -27%
RAM
1530
Ramirez Asset Management
New York
$148K +$154K +1,800 New
MTIC
1531
Missouri Trust & Investment Company
Missouri
$147K -$18K -210 -10%
IRC
1532
Investors Research Corp
Georgia
$145K – – –
SSWM
1533
Sheets Smith Wealth Management
North Carolina
$144K +$151K +1,758 New
JFG
1534
JDM Financial Group
Texas
$144K – – –
NCM
1535
Northwest Capital Management
Oregon
$142K – – –
HPIA
1536
Hamilton Point Investment Advisors
North Carolina
$142K – – –
BA
1537
Ballast Advisors
Minnesota
$141K – – –
PFM
1538
Phillips Financial Management
Indiana
$141K -$7.38K -86 -5%
CT
1539
Colonial Trust
South Carolina
$140K – – –
LFASL
1540
Lugano Financial Advisors SA (LFA)
Switzerland
$133K +$139K +1,626 New
APW
1541
Atlantic Private Wealth
North Carolina
$133K – – –
AWM
1542
Avior Wealth Management
Nebraska
$131K +$343 +4 +0.3%
AWM
1543
Activest Wealth Management
Florida
$126K +$132K +1,536 New
MIM
1544
Macroview Investment Management
Maryland
$124K +$172 +2 +0.1%
RFG
1545
RFP Financial Group
Georgia
$123K +$343 +4 +0.3%
BWM
1546
Baystate Wealth Management
Massachusetts
$123K +$343 +4 +0.3%
IPW
1547
Impact Partnership Wealth
Georgia
$121K +$17.7K +206 +16%
PPC
1548
Park Place Capital
Alabama
$121K +$19K +222 +18%
AWA
1549
Alaska Wealth Advisors
Alaska
$119K – – –
RMC
1550
Resources Management Corp
Connecticut
$118K +$16.3K +190 +15%
60 61
62
63 64