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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
651
Arlington Financial Advisors
California
$417K -$42K -432 -8%
BFO
652
Biltmore Family Office
North Carolina
$414K +$9.71K +100 +2%
CAMG
653
CWA Asset Management Group
Florida
$413K +$452K +4,657 New
JPLA
654
Joseph P. Lucia & Associates
New York
$411K -$6.7K -69 -1%
NEPWA
655
New England Private Wealth Advisors
Massachusetts
$410K – – –
GWM
656
Greenwich Wealth Management
Connecticut
$409K -$66.3K -682 -13%
ECM
657
Exchange Capital Management
Michigan
$409K -$32.2K -331 -7%
FPS
658
Fieldpoint Private Securities
Connecticut
$409K +$12.5K +129 +3%
BCM
659
Bayesian Capital Management
New York
$407K +$163K +1,675 +57%
PFM
660
Peak Financial Management
Massachusetts
$403K -$166K -1,705 -27%
CM
661
Columbus Macro
Pennsylvania
$401K – – –
APW
662
Aurora Private Wealth
New Jersey
$400K +$193K +1,982 +78%
IAA
663
Ironsides Asset Advisors
North Carolina
$399K – – –
PWP
664
Principle Wealth Partners
Connecticut
$399K +$57K +587 +15%
MC
665
Montag & Caldwell
Georgia
$399K +$437K +4,503 New
HPC
666
Hobart Private Capital
North Carolina
$397K +$56.3K +579 +15%
GHAM
667
Gilman Hill Asset Management
Connecticut
$391K +$35.5K +365 +9%
GTAM
668
Global Trust Asset Management
Florida
$391K +$418K +4,300 +4,624%
RIM
669
Rampart Investment Management
Connecticut
$388K -$143K -1,476 -25%
GM
670
GeoWealth Management
Illinois
$388K +$425K +4,374 New
SA
671
Strategic Advisors
New York
$387K +$399K +4,108 New
FA
672
Fagan Associates
New York
$384K +$18.4K +189 +5%
OIA
673
Optimum Investment Advisors
Illinois
$381K -$29.3K -302 -7%
SDAM
674
Shulman DeMeo Asset Management
New York
$380K -$161K -1,659 -28%
GEA
675
Glen Eagle Advisors
New Jersey
$378K +$9.71K +100 +2%
25 26
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