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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
476
Talon Private Wealth
Florida
$2.74M +$2.04M +15,075 +287%
EAM
477
Everstar Asset Management
North Carolina
$2.74M +$135K +1,002 +5%
AAS
478
Asset Allocation Strategies
Michigan
$2.73M -$768K -5,686 -22%
JIC
479
Johnson Investment Counsel
Ohio
$2.72M +$72.4K +536 +3%
BCWM
480
Bartlett & Co Wealth Management
Ohio
$2.72M +$36.3K +269 +1%
NSIM
481
North Star Investment Management
Illinois
$2.72M +$60.9K +451 +2%
TFA
482
Transamerica Financial Advisors
Florida
$2.71M -$19K -141 -0.7%
BOM
483
Bank of Marin
California
$2.7M -$12.2K -90 -0.4%
MWM
484
Marion Wealth Management
Pennsylvania
$2.7M +$92K +681 +4%
MG
485
Marex Group
$2.7M +$4.05K +30 +0.2%
PWM
486
Power Wealth Management
Georgia
$2.68M -$675K -5,002 -20%
AUB
487
Atlantic Union Bankshares
Virginia
$2.68M +$2.49M +18,433 +1,304%
MWM
488
Massachusetts Wealth Management
Massachusetts
$2.67M +$75.3K +558 +3%
PAM
489
PCG Asset Management
New Jersey
$2.67M -$26.3K -195 -1%
MSAM
490
Moloney Securities Asset Management
Missouri
$2.66M -$21.3K -158 -0.8%
PWM
491
Palumbo Wealth Management
New York
$2.63M -$25.7K -190 -1%
ODIJL
492
One Day In July LLC
Vermont
$2.63M +$91.1K +675 +4%
BPWM
493
Badgley Phelps Wealth Managers
Washington
$2.63M -$31.2K -231 -1%
VFG
494
Victory Financial Group
Texas
$2.62M +$234K +1,730 +10%
UAS
495
United Asset Strategies
New York
$2.62M -$54.3K -402 -2%
ZIG
496
Zullo Investment Group
Pennsylvania
$2.61M -$13.4K -99 -0.5%
HG
497
Herbst Group
Connecticut
$2.61M -$314K -2,326 -11%
HFS
498
Horizon Financial Services
North Carolina
$2.59M -$28.8K -213 -1%
CWM
499
Chesapeake Wealth Management
Virginia
$2.59M +$159K +1,181 +7%
BCFS
500
Butensky & Cohen Financial Security
Florida
$2.58M +$232K +1,720 +10%
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