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State Street SPDR S&P Health Care Services ETF
XHS

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.6M +$10.2M +91,445 +49%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.3M +$29.4M +264,712 New
RWA
3
Redhawk Wealth Advisors
Minnesota
$6.54M +$6.35M +57,178 New
CI
4
Cavalier Investments
Georgia
$4.47M +$1.25M +11,295 +41%
Bank of America
5
Bank of America
North Carolina
$3.93M -$985K -8,869 -21%
LPL Financial
6
LPL Financial
California
$3.77M +$1.09M +9,784 +42%
Ameriprise
7
Ameriprise
Minnesota
$3.68M +$118K +1,061 +3%
Wells Fargo
8
Wells Fargo
California
$3.62M +$492K +4,431 +16%
OCM
9
Orser Capital Management
Texas
$3.33M +$872K +7,850 +42%
FEM
10
Fulcrum Equity Management
Texas
$2.39M +$2.32M +20,882 New
UBS Group
11
UBS Group
Switzerland
$1.84M +$2K +18 +0.1%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.73M +$230K +2,071 +16%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.31M +$479K +4,314 +61%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.21M +$143K +1,290 +14%
PAG
15
Private Advisor Group
New Jersey
$988K +$68.6K +618 +8%
ST
16
Spinnaker Trust
Maine
$961K – – –
RJA
17
Raymond James & Associates
Florida
$935K +$110K +993 +14%
TRCT
18
Tower Research Capital (TRC)
New York
$903K +$877K +7,896 New
WWM
19
Western Wealth Management
Colorado
$700K -$1.78K -16 -0.3%
Truist Financial
20
Truist Financial
North Carolina
$694K -$56.9K -512 -8%
BAM
21
Belpointe Asset Management
Nevada
$694K +$674K +6,072 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$667K +$647K +5,831 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$660K +$240K +2,162 +60%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$635K +$29.2K +263 +5%
Citadel Advisors
25
Citadel Advisors
Florida
$488K +$474K +4,270 New
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