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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
2401
Horizon Investment Services
Indiana
$228K +$205K +1,198 New
UBV
2402
United Bank (Virginia)
Virginia
$228K +$205K +1,198 New
MAM
2403
Marquette Asset Management
Minnesota
$228K – – –
PCTC
2404
Perkins Coie Trust Company
Washington
$228K – – –
VR
2405
Vision Retirement
New Jersey
$228K -$8.2K -48 -4%
PA
2406
PSI Advisors
Florida
$227K +$203K +1,191 New
IWA
2407
Independent Wealth Advisors
North Carolina
$226K +$203K +1,187 New
TWM
2408
Triton Wealth Management
Arizona
$226K +$213K +1,244 New
AW
2409
Ankerstar Wealth
Texas
$225K – – –
BWM
2410
Brown Wealth Management
Illinois
$225K +$202K +1,180 New
MA
2411
MW Advisory
Georgia
$225K +$201K +1,179 New
VCM
2412
Virtue Capital Management
Tennessee
$224K +$201K +1,177 New
IRAG
2413
Investment Research & Advisory Group
Georgia
$224K +$10.1K +59 +8%
NG
2414
Novem Group
New York
$224K +$201K +1,176 New
GAM
2415
GEM Asset Management
Michigan
$224K -$78.6K -460 -28%
ANB
2416
Amarillo National Bank
Texas
$223K +$200K +1,172 New
VCM
2417
Verde Capital Management
Michigan
$223K +$200K +1,169 New
TWP
2418
Tenet Wealth Partners
Illinois
$222K +$218K +1,275 New
SWIM
2419
Smallwood Wealth Investment Management
New Jersey
$222K – – –
JC
2420
JB Capital
Connecticut
$221K +$198K +1,161 New
OPCM
2421
Osborne Partners Capital Management
California
$221K +$198K +1,159 New
SAP
2422
Strategic Advisory Partners
North Carolina
$221K – – –
LAM
2423
Lotus Asset Management
Tennessee
$220K +$198K +1,156 New
BFS
2424
Bare Financial Services
Pennsylvania
$220K – – –
MCM
2425
Mainstay Capital Management
Michigan
$220K +$197K +1,154 New
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97
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