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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CRA
2026
Clear Retirement Advice
California
$294K +$307K +2,125 New
BF
2027
Blankinship & Foster
California
$293K -$21.1K -146 -7%
PAM
2028
Peak Asset Management
Colorado
$293K -$17.6K -122 -6%
SGK
2029
Steigerwald Gordon & Koch
Virginia
$292K – – –
HG
2030
Harbor Group
New Hampshire
$292K +$289 +2 +0.1%
APW
2031
Atlantic Private Wealth
North Carolina
$292K +$144 +1 +0%
AWM
2032
Affinity Wealth Management
Delaware
$291K -$39.9K -276 -12%
BC
2033
Bowman & Company
Wisconsin
$291K +$292K +2,021 New
RPSA
2034
Richard P. Slaughter Associates
Texas
$291K +$292K +2,021 New
GC
2035
GatePass Capital
Ohio
$291K – – –
ACM
2036
Appalachian Capital Management
Ohio
$291K +$291K +2,018 New
SA
2037
SRH Advisors
Kansas
$290K – – –
AFG
2038
Allegheny Financial Group
Pennsylvania
$289K – – –
GC
2039
Gruss & Co
Florida
$288K -$289K -2,000 -50%
LWA
2040
Ledgewood Wealth Advisors
New Hampshire
$288K – – –
RAM
2041
Ramirez Asset Management
New York
$288K – – –
SNBOSCI
2042
Security National Bank of Sioux City Iowa
Iowa
$288K – – –
BWCS
2043
Beirne Wealth Consulting Services
Connecticut
$287K -$12.1K -84 -4%
SHFP
2044
Second Half Financial Partners
Florida
$287K +$287K +1,990 New
PSCM
2045
Per Stirling Capital Management
Texas
$285K -$1.71M -11,814 -86%
DA
2046
Dash Acquisitions
California
$285K – – –
CD
2047
Chapin Davis
Maryland
$284K – – –
CMP
2048
Christine Messmer PC
Pennsylvania
$284K +$285K +1,974 New
UB
2049
Umpqua Bank
Oregon
$284K -$27.7K -192 -9%
WAS
2050
Winch Advisory Services
Wisconsin
$282K +$289 +2 +0.1%
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82
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