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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Commerzbank Aktiengesellschaft
Germany
$415K +$22.6K +250 +5%
SFI
602
SPC Financial Inc
Maryland
$412K +$431K +4,767 New
PCM
603
Parsons Capital Management
Rhode Island
$411K -$6.97K -77 -2%
RMAM
604
Raab & Moskowitz Asset Management
New Jersey
$410K +$37.5K +414 +10%
BWP
605
Bernardo Wealth Planning
Pennsylvania
$405K +$423K +4,679 New
NEPWA
606
New England Private Wealth Advisors
Massachusetts
$400K – – –
BPM
607
Bowling Portfolio Management
Ohio
$399K +$417K +4,612 New
CWM
608
Catamount Wealth Management
Connecticut
$396K +$18.4K +203 +5%
LA
609
LVW Advisors
New York
$395K -$31.2K -345 -7%
FWP
610
FAS Wealth Partners
Kansas
$393K +$37.3K +412 +10%
SMC
611
Smith, Moore & Co
Missouri
$392K -$18.9K -209 -4%
RIA
612
Regal Investment Advisors
Michigan
$392K +$410K +4,530 New
PAM
613
Private Asset Management
California
$389K -$61.8K -683 -13%
UF
614
Univest Financial
Pennsylvania
$383K +$401K +4,432 New
ERIM
615
Eagle Ridge Investment Management
Connecticut
$382K – – –
UFF
616
USA Financial Formulas
Michigan
$378K -$117K -1,298 -25%
EM
617
ELCO Management
New York
$378K – – –
RWM
618
Raffa Wealth Management
District of Columbia
$377K -$278K -3,072 -41%
FA
619
Fagan Associates
New York
$371K +$1.36K +15 +0.4%
SFM
620
Stack Financial Management
Montana
$369K +$386K +4,262 New
GHAM
621
Gilman Hill Asset Management
Connecticut
$363K – – –
W
622
WealthOne
New York
$360K +$376K +4,159 New
CWA
623
Clarus Wealth Advisors
Arizona
$359K -$333K -3,675 -47%
TA
624
Tiedemann Advisors
New York
$358K +$375K +4,144 New
FPGK
625
Financial Partners Group (Kansas)
Kansas
$357K +$905 +10 +0.2%
23 24
25
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