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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
651
BTR Capital Management
California
$651K -$27.3K -250 -4%
SMC
652
Smith, Moore & Co
Missouri
$650K -$29.4K -269 -4%
EWM
653
Empirical Wealth Management
Washington
$647K +$158K +1,452 +34%
PCMC
654
Paragon Capital Management (Colorado)
Colorado
$640K – – –
FI
655
FormulaFolio Investments
Michigan
$637K +$613K +5,618 New
WP
656
WealthSource Partners
California
$627K -$435K -3,987 -42%
SG
657
Swarthmore Group
Pennsylvania
$624K -$6.51M -59,630 -92%
PSUF
658
People's United Financial
Connecticut
$624K -$6.77K -62 -1%
PWG
659
Private Wealth Group
Florida
$623K +$368K +3,371 +159%
GP
660
Girard Partners
Pennsylvania
$623K +$388K +3,550 +183%
FI
661
Financial Insights
Washington
$617K -$68.8K -630 -10%
SDAM
662
Shulman DeMeo Asset Management
New York
$613K +$146K +1,340 +33%
LS
663
Leelyn Smith
Illinois
$612K +$1.09K +10 +0.2%
HIA
664
Harbor Investment Advisory
Maryland
$612K +$35.7K +327 +6%
WIC
665
Woodmont Investment Counsel
Tennessee
$611K -$17.5K -160 -3%
PAMP
666
Polar Asset Management Partners
Ontario, Canada
$611K +$588K +5,383 New
MG
667
Mather Group
Illinois
$610K +$327K +3,000 +126%
BFO
668
Biltmore Family Office
North Carolina
$609K – – –
TCOO
669
Trust Company of Oklahoma
Oklahoma
$609K – – –
GIM
670
Goelzer Investment Management
Indiana
$607K -$1.97K -18 -0.3%
CCT
671
Country Club Trust
Missouri
$595K – – –
TWM
672
Tradition Wealth Management
Minnesota
$595K +$573K +5,249 New
PWS
673
Private Wealth Strategies
Ohio
$590K -$24K -220 -4%
MWA
674
Meridian Wealth Advisors
Texas
$588K – – –
DIM
675
Delta Investment Management
California
$583K -$169K -1,552 -23%
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27
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