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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
OW
2001
Olistico Wealth
Oklahoma
$240K -$23.8K -180 -10%
NRS
2002
Neville Rodie & Shaw
New York
$240K – – –
TCM
2003
Telos Capital Management
California
$240K +$5.83K +44 +3%
FSA
2004
Franklin Street Advisors
North Carolina
$240K -$42.4K -320 -16%
TNB
2005
Thomasville National Bank
Georgia
$237K -$172K -1,300 -44%
WHCI
2006
W.H. Cornerstone Investments
Massachusetts
$236K +$265 +2 +0.1%
TC
2007
TFR Capital
Texas
$236K +$6.62K +50 +3%
TFG
2008
Tull Financial Group
Virginia
$236K +$265 +2 +0.1%
DTC
2009
Davidson Trust Company
Washington
$236K – – –
FMN
2010
Financial Management Network
California
$234K – – –
NAMM
2011
NorthStar Asset Management (Massachusetts)
Massachusetts
$233K +$219K +1,654 New
BOS
2012
Bank of Stockton
California
$233K +$265 +2 +0.1%
SAMT
2013
Select Asset Management & Trust
Pennsylvania
$231K – – –
BB
2014
Bell Bank
North Dakota
$231K -$177K -1,338 -45%
MW
2015
Members Wealth
Pennsylvania
$230K +$214K +1,618 New
QFW
2016
QTR Family Wealth
Florida
$230K – – –
LFASL
2017
Lugano Financial Advisors SA (LFA)
Switzerland
$229K – – –
WMA
2018
Wealth Management Associates
New Jersey
$228K -$530 -4 -0.2%
FWM
2019
FMB Wealth Management
California
$228K – – –
JSA
2020
Jim Saulnier & Associates
Colorado
$228K – – –
VC
2021
Veracity Capital
Georgia
$227K +$265 +2 +0.1%
NWM
2022
Napa Wealth Management
California
$227K +$213K +1,612 New
LWP
2023
LMG Wealth Partners
Louisiana
$227K – – –
GAM
2024
Gould Asset Management
California
$227K +$213K +1,608 New
IP
2025
Integras Partners
Georgia
$226K +$212K +1,604 New
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