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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
701
HBK Sorce Advisory
Pennsylvania
$540K +$105K +907 +24%
NEPWA
702
New England Private Wealth Advisors
Massachusetts
$540K +$534K +4,624 New
FCB
703
First Command Bank
Texas
$539K +$170K +1,473 +47%
FCFS
704
First Command Financial Services
Texas
$539K +$170K +1,473 +47%
AWE
705
Avidian Wealth Enterprises
Texas
$536K -$10.8M -93,454 -95%
MLL
706
Moody Lynn & Lieberson
Massachusetts
$536K – – –
CIM
707
Contravisory Investment Management
Massachusetts
$534K -$41.1K -356 -7%
GHAM
708
Gilman Hill Asset Management
Connecticut
$532K – – –
AWA
709
Alta Wealth Advisors
Massachusetts
$531K +$346 +3 +0.1%
GG
710
Gofen & Glossberg
Illinois
$531K +$39.4K +341 +8%
OPW
711
Oxler Private Wealth
New York
$531K +$116K +1,008 +28%
FTA
712
Financial & Tax Architects
Missouri
$527K +$521K +4,517 New
GTAM
713
Global Trust Asset Management
Florida
$526K -$219K -1,893 -30%
IAA
714
Ironsides Asset Advisors
North Carolina
$525K – – –
GW
715
GW & Wade
Massachusetts
$525K +$45.7K +396 +10%
MA
716
MUFG Americas
New York
$522K – – –
PAM
717
Private Asset Management
California
$521K +$38.4K +333 +8%
ACG
718
Allen Capital Group
Nebraska
$515K – – –
P
719
Pitcairn
Pennsylvania
$514K +$508K +4,400 New
PP
720
Pacifica Partners
Canada
$511K – – –
FWP
721
FAS Wealth Partners
Kansas
$505K +$1.73K +15 +0.3%
AC
722
Abbrea Capital
California
$504K -$26.4K -229 -5%
KFGK
723
Keystone Financial Group (Kentucky)
Kentucky
$503K -$62.1K -538 -11%
FA
724
Fagan Associates
New York
$500K -$577 -5 -0.1%
CSIC
725
Clifford Swan Investment Counsel
California
$496K – – –
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29
30 31