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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
576
Laurel Wealth Advisors (California)
California
$2.4M -$158K -1,193 -6%
LPT
577
Legacy Private Trust
Wisconsin
$2.39M +$2.33M +17,617 New
ODIJL
578
One Day In July LLC
Vermont
$2.38M +$262K +1,978 +13%
SHWM
579
Smith & Howard Wealth Management
Georgia
$2.37M +$50K +377 +2%
TW
580
Transform Wealth
Colorado
$2.35M -$511K -3,859 -18%
AFS
581
Access Financial Services
Minnesota
$2.34M +$262K +1,980 +13%
FWCM
582
Ferguson Wellman Capital Management
Oregon
$2.33M +$522K +3,942 +30%
RFO
583
RiverGlades Family Offices
Florida
$2.33M +$2.27M +17,141 New
AWM
584
Avitas Wealth Management
California
$2.32M +$141K +1,062 +7%
AIFAIM
585
American Institute for Advanced Investment Management
Arizona
$2.32M +$49.6K +374 +2%
HI
586
Horizon Investments
North Carolina
$2.32M +$1.37M +10,313 +153%
MGAM
587
McGowan Group Asset Management
Texas
$2.3M -$51.9K -392 -2%
CWP
588
Capital Wealth Planning
Florida
$2.3M +$41.5K +313 +2%
EF
589
Empowered Funds
Pennsylvania
$2.3M +$2.24M +16,912 New
NECFA
590
New England Capital Financial Advisors
Connecticut
$2.29M +$2.27M +17,128 New
WAS
591
WESPAC Advisors SoCal
California
$2.29M +$40.7K +307 +2%
TSS
592
Two Sigma Securities
New York
$2.29M +$2.23M +16,848 New
PAG
593
Private Advisory Group
Washington
$2.28M +$880K +6,639 +65%
SAM
594
Strategy Asset Managers
California
$2.27M +$343K +2,588 +18%
LIG
595
Lokken Investment Group
Delaware
$2.27M -$34.9K -263 -2%
9WM
596
9258 Wealth Management
Ohio
$2.26M -$25.3K -191 -1%
VVP
597
Venture Visionary Partners
Ohio
$2.26M -$1.08M -8,168 -33%
BPA
598
Beacon Pointe Advisors
California
$2.24M +$330K +2,489 +18%
CW
599
CreativeOne Wealth
Kansas
$2.23M +$345K +2,602 +19%
IOOF
600
Independent Order of Foresters
Ontario, Canada
$2.23M – – –
22 23
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