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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
701
Quadrant Private Wealth Management
Pennsylvania
$352K +$9.52K +98 +3%
TC
702
Telemus Capital
Michigan
$352K +$332K +3,421 New
AIM
703
Allen Investment Management
New York
$349K – – –
SFM
704
Stack Financial Management
Montana
$347K -$50.1K -516 -12%
NEIRG
705
New England Investment & Retirement Group
Massachusetts
$347K -$33.8K -348 -8%
LA
706
Lynch & Associates
Indiana
$347K -$3.4K -35 -0.9%
AC
707
AlphaCore Capital
California
$345K -$1.18M -12,136 -76%
AAMA
708
Advanced Asset Management Advisors
Ohio
$345K -$158K -1,628 -29%
PWM
709
Perigon Wealth Management
California
$345K -$20.4K -210 -5%
SFA
710
Sequoia Financial Advisors
Ohio
$345K +$9.71K +100 +3%
MWM
711
Minot Wealth Management
Massachusetts
$343K -$5.83K -60 -2%
CIM
712
Contravisory Investment Management
Massachusetts
$342K -$33.3K -343 -8%
OIA
713
OneDigital Investment Advisors
Kansas
$337K +$47.6K +490 +15%
ECM
714
Evergreen Capital Management
Washington
$333K – – –
GFS
715
GYL Financial Synergies
Connecticut
$332K -$557K -5,730 -60%
ACM
716
Azimuth Capital Management
Michigan
$331K +$194 +2 +0.1%
SS
717
Sunbelt Securities
Texas
$329K -$128K -1,314 -26%
YWP
718
YorkBridge Wealth Partners
New York
$329K -$32.3K -332 -8%
AWM
719
Altavista Wealth Management
North Carolina
$329K -$11.9K -122 -3%
GSWM
720
Golden State Wealth Management
California
$329K +$360K +3,709 New
CG
721
Cutler Group
California
$327K +$359K +3,700 New
TNB
722
TCF National Bank
South Dakota
$325K -$23.2K -239 -6%
BL
723
BFSG LLC
California
$323K – – –
PAM
724
Private Asset Management
California
$323K +$3.89K +40 +1%
CAG
725
Crestwood Advisors Group
Massachusetts
$322K -$234K -2,407 -40%
27 28
29
30 31