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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
2001
Plancorp LLC
Missouri
$307K -$2.02K -14 -0.7%
MCA
2002
MSH Capital Advisors
Arizona
$306K +$10.8K +75 +4%
BCPWM
2003
Bradley & Co Private Wealth Management
Florida
$306K – – –
NPFS
2004
Novak & Powell Financial Services
Florida
$306K -$29K -201 -9%
CA
2005
COFG Advisors
Illinois
$306K +$307K +2,125 New
FAM
2006
Flaharty Asset Management
Florida
$306K – – –
4WM
2007
49 Wealth Management
Texas
$305K +$2.02K +14 +0.7%
SEP
2008
Signature Equity Partners
Ohio
$305K +$306K +2,117 New
ARG
2009
Advisory Resource Group
Oklahoma
$305K +$36.2K +251 +13%
OP
2010
ORG Partners
Indiana
$304K – – –
CA
2011
Crane Advisory
California
$303K +$289 +2 +0.1%
A
2012
Alongside
Texas
$303K +$304K +2,103 New
SIG
2013
Spinnaker Investment Group
California
$303K – – –
CFS
2014
Compass Financial Services
Iowa
$300K +$433 +3 +0.1%
ERIC
2015
Eagle Rock Investment Company
Georgia
$299K +$2.46K +17 +0.8%
KFP
2016
Kerr Financial Planning
California
$298K +$55.2K +382 +33%
TODC
2017
Trustees of Dartmouth College
New Hampshire
$298K – – –
HWA
2018
HMV Wealth Advisors
Louisiana
$297K – – –
TIM
2019
Total Investment Management
Arizona
$297K – – –
LWM
2020
Lakeridge Wealth Management
Ohio
$297K +$289 +2 +0.1%
WCG
2021
Weaver Consulting Group
California
$296K -$14.4K -100 -5%
BWM
2022
BKM Wealth Management
Wisconsin
$295K +$289 +2 +0.1%
CWA
2023
Centerline Wealth Advisors
Kentucky
$295K -$5.2K -36 -2%
ITIM
2024
Indiana Trust & Investment Management
Indiana
$294K -$17.9K -124 -6%
I
2025
InvesTrust
Oklahoma
$294K – – –
79 80
81
82 83