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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
1751
Brown Miller Wealth Management
Virginia
$373K – – –
JTF
1752
J. Team Financial
Texas
$372K +$350K +2,640 New
RA
1753
Rodgers & Associates
Pennsylvania
$371K – – –
AI
1754
Axos Invest
Nevada
$371K -$19.6K -148 -5%
RWM
1755
Rolek Wealth Management
Pennsylvania
$370K +$265 +2 +0.1%
SIM
1756
Synergy Investment Management
Florida
$370K -$36.8K -278 -10%
HP
1757
Holistic Planning
Texas
$369K -$46.1K -348 -12%
KWMG
1758
King Wealth Management Group
Florida
$368K – – –
CT
1759
Clearstead Trust
Maine
$368K – – –
VPWA
1760
Vestia Personal Wealth Advisors
Indiana
$366K – – –
WFS
1761
Widmann Financial Services
Maryland
$366K – – –
APC
1762
Aspire Private Capital
North Carolina
$365K – – –
CRWM
1763
Castle Rock Wealth Management
California
$365K +$5.83K +44 +2%
SPWM
1764
Straight Path Wealth Management
Michigan
$365K +$265 +2 +0.1%
OFP
1765
OLIO Financial Planning
Virginia
$365K – – –
FPL
1766
Fortress Private Ledger
North Carolina
$364K +$265 +2 +0.1%
RWP
1767
Ridgecrest Wealth Partners
California
$362K – – –
AC
1768
Armistice Capital
New York
$362K +$340K +2,568 New
BBNB
1769
Baker Boyer National Bank
Washington
$360K +$7.15K +54 +2%
DFG
1770
Dynamic Financial Group
Iowa
$360K – – –
CAM
1771
Clark Asset Management
New Hampshire
$359K – – –
JAA
1772
Joel Adams & Associates
North Carolina
$359K – – –
PFA
1773
Pinnacle Family Advisors
Missouri
$359K -$13K -98 -4%
RWM
1774
Rockwood Wealth Management
Pennsylvania
$357K +$336K +2,536 New
AWM
1775
Able Wealth Management
New Jersey
$357K +$1.32K +10 +0.4%
69 70
71
72 73