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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
2201
Joseph Group Capital Management
Ohio
$180K – – –
WCM
2202
Winthrop Capital Management
Indiana
$176K +$3.95K +28 +2%
BC
2203
Barrett & Company
Rhode Island
$176K -$145K -1,030 -44%
BHWM
2204
Beaird Harris Wealth Management
Texas
$175K – – –
TPWA
2205
Twin Peaks Wealth Advisors
California
$174K +$185K +1,311 New
KFP
2206
Kerr Financial Planning
California
$173K -$62.8K -446 -29%
VR
2207
Vision Retirement
New Jersey
$165K +$38K +270 +28%
BAM
2208
Bellevue Asset Management
Washington
$165K – – –
NF
2209
Napier Financial
Massachusetts
$161K +$171K +1,215 New
TLFA
2210
True Link Financial Advisors
California
$160K -$53.8K -382 -24%
SNB
2211
Security National Bank
Nebraska
$159K – – –
MAM
2212
Marquette Asset Management
Minnesota
$159K – – –
PCTC
2213
Perkins Coie Trust Company
Washington
$159K – – –
FPF
2214
First Pacific Financial
Washington
$157K +$282 +2 +0.2%
AW
2215
Ankerstar Wealth
Texas
$157K – – –
SWIM
2216
Smallwood Wealth Investment Management
New Jersey
$155K – – –
SAP
2217
Strategic Advisory Partners
North Carolina
$154K +$163K +1,158 New
LWMI
2218
Legacy Wealth Management (Idaho)
Idaho
$154K +$41.7K +296 +34%
BFS
2219
Bare Financial Services
Pennsylvania
$154K – – –
VCM
2220
Versant Capital Management
Arizona
$153K – – –
AIM
2221
Anchor Investment Management
South Carolina
$151K +$3.95K +28 +3%
WWMSC
2222
Wagner Wealth Management (South Carolina)
South Carolina
$150K +$14.7K +104 +10%
EPAM
2223
Evelyn Partners Asset Management
$148K – – –
SMA
2224
Sage Mountain Advisors
Georgia
$147K +$22.5K +160 +17%
BBPWM
2225
Blue Bell Private Wealth Management
Pennsylvania
$147K +$2.82K +20 +2%
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89
90 91