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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
401
Train Babcock Advisors
New York
$797K +$795K +9,638 New
AFM
402
Abbot Financial Management
Massachusetts
$790K – – –
HHC
403
Hutchin Hill Capital
New York
$785K -$2.95M -35,815 -79%
ZIG
404
Zurich Insurance Group
Switzerland
$778K – – –
PAS
405
Partnervest Advisory Services
California
$776K -$82.9K -1,006 -10%
KCM
406
Kanawha Capital Management
Virginia
$776K +$24.3K +295 +3%
OSNBOA
407
Old Second National Bank of Aurora
Illinois
$774K +$702K +8,514 +1,002%
CCM
408
Condor Capital Management
New Jersey
$770K -$54.4K -660 -7%
FA
409
FDx Advisors
Illinois
$769K -$10.9M -132,127 -93%
WCM
410
Weatherstone Capital Management
Colorado
$763K -$96.5K -1,170 -11%
LC
411
LCNB Corp
Ohio
$760K – – –
BAM
412
Belpointe Asset Management
Nevada
$759K +$131K +1,588 +21%
HW
413
Hancock Whitney
Mississippi
$757K +$755K +9,159 New
BCP
414
Berkeley Capital Partners
Georgia
$747K +$233K +2,824 +45%
SBL
415
Sargent Bickham Lagudis
Colorado
$742K -$330K -4,001 -31%
NL
416
NVWM LLC
Pennsylvania
$736K +$733K +8,896 New
AF
417
Advisornet Financial
Minnesota
$735K +$733K +8,895 New
ACG
418
Allen Capital Group
Nebraska
$733K +$731K +8,870 New
AIA
419
Avalon Investment & Advisory
Texas
$732K +$3.3K +40 +0.5%
SIM
420
Sterling Investment Management
Arizona
$720K +$341K +4,139 +91%
RWM
421
Raffa Wealth Management
District of Columbia
$711K – – –
RFC
422
Regions Financial Corp
Alabama
$709K +$141K +1,714 +25%
UR
423
USCA RIA
Texas
$707K +$705K +8,548 New
PBT
424
Pictet Bank & Trust
Bahamas
$701K -$610K -7,400 -47%
LNC
425
Lincoln National Corp
Pennsylvania
$692K +$360K +4,364 +109%
15 16
17
18 19