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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
KPAG
626
KLS Professional Advisors Group
New York
$208K +$207K +2,510 New
BJL
627
Brighton Jones LLC
Washington
$207K -$385K -4,668 -65%
DC
628
Davenport & Co
Virginia
$206K -$75.9K -921 -27%
CWS
629
Cypress Wealth Services
California
$206K +$205K +2,488 New
HFM
630
Hartford Financial Management
Connecticut
$205K -$41.2K -500 -17%
UFF
631
USA Financial Formulas
Michigan
$204K +$204K +2,470 New
WSCM
632
Wellington Shields Capital Management
New York
$204K +$204K +2,470 New
GC
633
Grimes & Company
Massachusetts
$203K – – –
WCF
634
West Coast Financial
California
$203K – – –
VA
635
Valmark Advisers
Ohio
$202K +$201K +2,441 New
GEA
636
Glen Eagle Advisors
New Jersey
$201K +$45.8K +555 +30%
MA
637
MCF Advisors
Kentucky
$201K – – –
CAC
638
Certified Advisory Corp
Florida
$198K +$198K +2,404 New
CFA
639
Carroll Financial Associates
North Carolina
$191K – – –
BG
640
Bollard Group
Massachusetts
$188K +$742 +9 +0.4%
GBT
641
Grove Bank & Trust
Florida
$187K -$88.5K -1,073 -32%
RWA
642
Ropes Wealth Advisors
Massachusetts
$170K +$170K +2,062 New
FCA
643
Florence Capital Advisors
New York
$165K -$29.7K -360 -15%
FFG
644
Ford Financial Group
California
$149K +$145K +1,755 New
DG
645
Delek Group
Israel
$149K +$149K +1,807 New
CP
646
Corbenic Partners
Pennsylvania
$146K -$8.24K -100 -5%
FPFS
647
First Personal Financial Services
North Carolina
$136K – – –
M
648
MOTCO
Texas
$132K – – –
TFO
649
Tarbox Family Office
California
$131K – – –
CA
650
Crewe Advisors
Utah
$131K +$131K +1,588 New
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26
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