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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
2026
Oliver Lagore Vanvalin Investment Group
Michigan
$177K +$190K +1,714 New
NCM
2027
Northwest Capital Management
Oregon
$173K – – –
SFC
2028
SYM Financial Corp
Indiana
$172K – – –
PG
2029
Proffitt & Goodson
Tennessee
$170K – – –
PCTC
2030
Perkins Coie Trust Company
Washington
$169K – – –
SIC
2031
SJS Investment Consulting
Ohio
$168K -$2.44K -22 -2%
SIS
2032
Sound Income Strategies
Florida
$167K -$18.9K -170 -11%
WCM
2033
Winthrop Capital Management
Indiana
$164K +$20.4K +184 +17%
MWM
2034
MGB Wealth Management
Texas
$161K – – –
EDRH
2035
Edmond de Rothschild Holding
Switzerland
$160K -$373K -3,360 -73%
AIM
2036
Anchor Investment Management
South Carolina
$158K +$23.5K +212 +20%
SO
2037
Sierra Ocean
California
$158K -$5.55K -50 -4%
BAM
2038
Bellevue Asset Management
Washington
$157K – – –
AW
2039
Avion Wealth
Texas
$157K -$22K -198 -14%
IF
2040
Integrity Financial
Wyoming
$156K +$8.66K +78 +7%
CWM
2041
Crowley Wealth Management
Delaware
$152K – – –
SNB
2042
Security National Bank
Nebraska
$152K – – –
QPBE
2043
Quintet Private Bank (Europe)
Luxembourg
$152K +$133K +1,200 New
MAM
2044
Marquette Asset Management
Minnesota
$151K – – –
AGWCA
2045
Annis Gardner Whiting Capital Advisors
Florida
$151K +$63.3K +570 +92%
TC
2046
Tacita Capital
Ontario, Canada
$150K – – –
SWIM
2047
Smallwood Wealth Investment Management
New Jersey
$147K +$28.9K +260 +29%
BMM
2048
Berkshire Money Management
Massachusetts
$147K +$129K +1,162 New
BFS
2049
Bare Financial Services
Pennsylvania
$146K – – –
VCM
2050
Versant Capital Management
Arizona
$146K – – –
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