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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
601
Moody Lynn & Lieberson
Massachusetts
$553K – – –
C
602
Cerebellum
California
$553K +$67.3K +700 +15%
DC
603
Davenport & Co
Virginia
$548K +$67.4K +701 +15%
FT
604
Fiduciary Trust
Massachusetts
$545K – – –
ECA
605
Elevated Capital Advisors
Utah
$542K +$511K +5,317 New
RIA
606
Realta Investment Advisors
Delaware
$540K -$27.1K -282 -5%
DLCIG
607
D.L. Carlson Investment Group
New Hampshire
$539K -$24.5K -255 -5%
SMC
608
Smith, Moore & Co
Missouri
$539K -$24K -250 -5%
GWM
609
Greenwich Wealth Management
Connecticut
$539K -$7.31K -76 -1%
AG
610
Appleton Group
Wisconsin
$536K -$144K -1,501 -22%
FIM
611
Fernwood Investment Management
Massachusetts
$534K -$9.62K -100 -2%
IFWM
612
Institute for Wealth Management
Colorado
$534K +$504K +5,242 New
BWP
613
Bernardo Wealth Planning
Pennsylvania
$532K -$3.94K -41 -0.8%
ACG
614
Allen Capital Group
Nebraska
$530K -$35.5K -369 -7%
MWA
615
Meridian Wealth Advisors
Texas
$528K – – –
AFA
616
Arlington Financial Advisors
California
$523K +$494K +5,139 New
DBRC
617
D.B. Root & Company
Pennsylvania
$522K -$285K -2,962 -37%
EWM
618
Executive Wealth Management
Michigan
$522K +$493K +5,127 New
CWA
619
Clarus Wealth Advisors
Arizona
$518K -$116K -1,208 -19%
CT
620
Cambridge Trust
Massachusetts
$513K -$22.8K -237 -4%
SS
621
Sunbelt Securities
Texas
$512K +$16.3K +170 +4%
OR
622
Olympiad Research
Connecticut
$512K +$483K +5,028 New
FEM
623
Fulcrum Equity Management
Texas
$511K -$451K -4,693 -48%
CAG
624
Csenge Advisory Group
Florida
$508K +$479K +4,986 New
ECM
625
Exchange Capital Management
Michigan
$504K -$110K -1,141 -19%
23 24
25
26 27