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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
2026
Legacy Financial Strategies
Kansas
$427K – – –
WDG
2027
Wealth Dimensions Group
Ohio
$425K -$8.71K -51 -2%
PP
2028
Pearl Planning
Michigan
$425K – – –
PWM
2029
Provident Wealth Management
Tennessee
$425K -$19K -111 -5%
WP
2030
WealthPLAN Partners
Nebraska
$425K +$10.6K +62 +3%
AB
2031
Atlas Brown
Kentucky
$423K – – –
AWM
2032
Able Wealth Management
New Jersey
$420K -$2.73K -16 -0.7%
TCG
2033
Transcendent Capital Group
Oklahoma
$419K – – –
MWA
2034
Merkkuri Wealth Advisors
New York
$419K +$513 +3 +0.1%
AIM
2035
Axiom Investment Management
New York
$418K -$34.2K -200 -8%
PE
2036
PCM Encore
Colorado
$418K – – –
WCP
2037
Wealthcare Capital Partners
Pennsylvania
$418K +$374K +2,191 New
HCM
2038
Horrell Capital Management
Arkansas
$417K – – –
WCP
2039
Wick Capital Partners
Pennsylvania
$416K – – –
WCL
2040
Wealth Care LLC
Florida
$416K +$373K +2,183 New
AWA
2041
Ark Wealth Advisors
California
$415K -$37.2K -218 -9%
MC
2042
McMorgan & Co
California
$414K -$89.5K -524 -19%
ADL
2043
Asset Dedication LLC
California
$414K +$56.7K +332 +18%
CWS
2044
Cypress Wealth Services
California
$413K -$683 -4 -0.2%
WF
2045
WoodTrust Financial
Wisconsin
$411K – – –
AW
2046
Alchemi Wealth
Connecticut
$410K -$2.39K -14 -0.6%
SCP
2047
Stevens Capital Partners
Nebraska
$407K -$168K -986 -32%
IA
2048
Inspire Advisors
Idaho
$407K +$7.86K +46 +2%
PFSC
2049
Peoples Financial Services Corp
Pennsylvania
$407K – – –
BHC
2050
Bull Harbor Capital
Maryland
$406K +$364K +2,132 New
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