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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
676
Braun-Bostich & Associates
Pennsylvania
$581K -$3.91M -35,827 -87%
AF
677
Apexium Financial
Texas
$581K -$8.95K -82 -2%
IFWM
678
Institute for Wealth Management
Colorado
$580K +$14.1K +129 +3%
RIG
679
Roosevelt Investment Group
New York
$579K -$19.1K -175 -3%
FT
680
Fiduciary Trust
Massachusetts
$578K -$109 -1 -0%
FPS
681
Fieldpoint Private Securities
Connecticut
$577K – – –
SFP
682
Strategic Financial Partners
Oregon
$572K +$7.53K +69 +1%
SAM
683
Strategy Asset Managers
California
$572K +$34.3K +314 +7%
LSPW
684
Lake Street Private Wealth
Illinois
$570K +$549K +5,026 New
DAS
685
Dynamic Advisor Solutions
Arizona
$569K +$18.2K +167 +3%
PP
686
Patron Partners
Texas
$568K +$547K +5,010 New
GI
687
GAMCO Investors
Connecticut
$567K – – –
BTWM
688
Baker Tilly Wealth Management
Wisconsin
$567K +$545K +4,996 New
DKCM
689
Davidson Kempner Capital Management
New York
$567K +$546K +5,000 New
WA
690
Winfield Associates
Ohio
$566K – – –
TFF
691
The Family Firm
Maryland
$566K +$2.18K +20 +0.4%
GEM
692
Global Endowment Management
North Carolina
$564K -$400K -3,660 -42%
CIM
693
Contravisory Investment Management
Massachusetts
$559K -$155K -1,420 -22%
TCWM
694
Total Clarity Wealth Management
Illinois
$554K -$42.9K -393 -7%
GT
695
Glenview Trust
Kentucky
$553K +$218K +2,000 +70%
CWM
696
Connecticut Wealth Management
Connecticut
$551K -$9.17K -84 -2%
KFGK
697
Keystone Financial Group (Kentucky)
Kentucky
$550K -$7.09K -65 -1%
OIA
698
Optimum Investment Advisors
Illinois
$547K -$49.1K -450 -9%
WVP
699
Worth Venture Partners
New Jersey
$546K -$137K -1,259 -21%
BA
700
Ballew Advisors
Mississippi
$542K -$686K -6,283 -58%
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