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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
651
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K +$197K +2,183 New
WTC
652
WhitTier Trust Company
Nevada
$207K – – –
PCM
653
Poehling Capital Management
Wisconsin
$207K +$28.5K +315 +17%
AIM
654
Aspen Investment Management
Michigan
$206K +$195K +2,160 New
GLA
655
Good Life Advisors
Pennsylvania
$202K +$191K +2,111 New
BFS
656
Bradley Foster & Sargent
Connecticut
$202K +$192K +2,123 New
DWM
657
Dakota Wealth Management
Florida
$202K +$192K +2,128 New
CC
658
Courier Capital
New York
$200K +$190K +2,100 New
AC
659
Avestar Capital
New York
$197K – – –
C
660
Cerebellum
California
$193K -$13.1K -145 -7%
AA
661
Ancora Advisors
Ohio
$190K +$181K +2,000 New
PFPT
662
Pinnacle Financial Partners (Tennessee)
Tennessee
$187K – – –
M
663
MOTCO
Texas
$184K +$31.2K +345 +22%
WIA
664
Westbourne Investment Advisors
Maryland
$179K +$170K +1,877 New
WTB
665
Washington Trust Bank
Washington
$165K -$321K -3,554 -67%
MPWT
666
MassMutual Private Wealth & Trust
Connecticut
$165K – – –
TFO
667
Tarbox Family Office
California
$151K – – –
EA
668
Elm Advisors
California
$147K +$140K +1,550 New
PMFA
669
Plante Moran Financial Advisors
Michigan
$143K +$2.98K +33 +2%
PCTC
670
Perkins Coie Trust Company
Washington
$141K -$45.2K -500 -25%
PCG
671
Private Capital Group
Connecticut
$140K +$42.6K +472 +47%
AIM
672
Acropolis Investment Management
Missouri
$138K – – –
ST
673
Smithfield Trust
Pennsylvania
$136K -$2.26K -25 -2%
RFA
674
Reilly Financial Advisors
California
$135K – – –
NSIM
675
North Star Investment Management
Illinois
$129K -$6.32K -70 -5%
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