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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
2026
Valicenti Advisory Services
New York
$265K -$60.6K -430 -18%
KJWM
2027
Kiley Juergens Wealth Management
Washington
$265K +$281K +1,994 New
SPW
2028
Signet Private Wealth
Illinois
$265K +$5.64K +40 +2%
BWCS
2029
Beirne Wealth Consulting Services
Connecticut
$265K – – –
FTC
2030
Farmers Trust Company
Ohio
$264K +$280K +1,989 New
MAP
2031
Managed Asset Portfolios
Michigan
$264K -$140K -992 -33%
PPWM
2032
Paragon Private Wealth Management
Kentucky
$263K -$41.1K -292 -13%
CMP
2033
Christine Messmer PC
Pennsylvania
$263K +$282 +2 +0.1%
SWM
2034
SK Wealth Management
Rhode Island
$262K -$31K -220 -10%
FCM
2035
Fortis Capital Management
Washington
$262K +$2.68K +19 +1%
PSCM
2036
Per Stirling Capital Management
Texas
$262K -$1.27K -9 -0.5%
WAS
2037
Winch Advisory Services
Wisconsin
$261K +$141 +1 +0.1%
CWM
2038
Copia Wealth Management
Oregon
$259K -$132K -939 -32%
MP
2039
McDonald Partners
Ohio
$259K +$275K +1,948 New
WWA
2040
Wisconsin Wealth Advisors
Wisconsin
$259K +$3.95K +28 +1%
PPW
2041
Parcion Private Wealth
Washington
$257K +$3.52K +25 +1%
CA
2042
Capital Advantage
California
$255K – – –
RWMH
2043
Riverpoint Wealth Management Holdings
Illinois
$255K +$282 +2 +0.1%
PWM
2044
Pinnacle Wealth Management
California
$254K – – –
DDC
2045
DF Dent & Co
Maryland
$254K – – –
CYG
2046
Clean Yield Group
Vermont
$253K – – –
RMC
2047
Resources Management Corp
Connecticut
$253K +$423 +3 +0.2%
UPS
2048
UHLMANN PRICE SECURITIES
Illinois
$253K – – –
CPL
2049
CAP Partners LLC
Tennessee
$253K – – –
RGC
2050
Roberts, Glore & Co
Illinois
$253K – – –
80 81
82
83 84