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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
651
Biltmore Family Office
North Carolina
$627K – – –
TCOO
652
Trust Company of Oklahoma
Oklahoma
$626K – – –
CAM
653
Cresset Asset Management
Illinois
$626K -$174K -1,508 -22%
IFWM
654
Institute for Wealth Management
Colorado
$623K +$25.9K +224 +4%
LWP
655
Lumature Wealth Partners
Georgia
$623K +$309K +2,677 +101%
CCT
656
Country Club Trust
Missouri
$618K – – –
CWM
657
Connecticut Wealth Management
Connecticut
$614K +$47K +407 +8%
TWM
658
Tradition Wealth Management
Minnesota
$613K – – –
PP
659
Patron Partners
Texas
$613K +$28.5K +247 +5%
AF
660
Apexium Financial
Texas
$609K +$10.8K +94 +2%
PWS
661
Private Wealth Strategies
Ohio
$607K -$693 -6 -0.1%
ARG
662
Advisory Resource Group
Oklahoma
$606K -$856K -7,416 -59%
MWA
663
Meridian Wealth Advisors
Texas
$605K – – –
GIM
664
Goelzer Investment Management
Indiana
$602K -$21.7K -188 -4%
BTWM
665
Baker Tilly Wealth Management
Wisconsin
$602K +$18.5K +160 +3%
NWA
666
Navis Wealth Advisors
New York
$602K +$99.7K +864 +20%
AFS
667
Access Financial Services
Minnesota
$601K -$2.09M -18,132 -78%
OAM
668
Occidental Asset Management
California
$601K -$214K -1,854 -26%
BCI
669
Brinker Capital Investments
Pennsylvania
$601K +$139K +1,202 +30%
HWA
670
Heritage Wealth Advisors
Virginia
$598K +$43.9K +380 +8%
PAMP
671
Polar Asset Management Partners
Ontario, Canada
$598K -$29.7K -257 -5%
LSPW
672
Lake Street Private Wealth
Illinois
$598K +$11.3K +98 +2%
RIG
673
Roosevelt Investment Group
New York
$597K +$1.73K +15 +0.3%
FT
674
Fiduciary Trust
Massachusetts
$595K – – –
FPS
675
Fieldpoint Private Securities
Connecticut
$593K -$346 -3 -0.1%
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