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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
726
Lodestar Private Asset Management
California
$1.52M +$455K +3,058 +47%
WT
727
Whittier Trust
California
$1.5M +$32.7K +220 +2%
AFAS
728
Acorn Financial Advisory Services
Virginia
$1.49M +$189K +1,269 +16%
GFPC
729
Global Financial Private Client
Florida
$1.49M +$43.9K +295 +3%
B
730
Bailard
California
$1.48M +$77.7K +522 +6%
OC
731
Optimas Capital
Hong Kong
$1.48M +$1.38M +9,300 New
AIFAIM
732
American Institute for Advanced Investment Management
Arizona
$1.47M -$105K -708 -7%
4A
733
4Wealth Advisors
Illinois
$1.47M +$85.1K +572 +7%
RBFC
734
Roman Butler Fullerton & Co
Missouri
$1.47M +$3.57K +24 +0.3%
PT
735
Plimoth Trust
Massachusetts
$1.47M -$122K -822 -8%
GT
736
Glenview Trust
Kentucky
$1.46M -$13.4K -90 -1%
AWC
737
Adamsbrown Wealth Consultants
Kansas
$1.46M +$8.63K +58 +0.6%
PS
738
Principal Securities
Iowa
$1.46M -$190K -1,280 -12%
RWM
739
Ritholtz Wealth Management
New York
$1.46M +$694K +4,666 +103%
PFA
740
Pinnacle Family Advisors
Missouri
$1.45M +$1.36M +9,154 New
OIA
741
OneDigital Investment Advisors
Kansas
$1.45M +$305K +2,049 +29%
ML
742
McAdam LLC
Pennsylvania
$1.44M +$62.5K +420 +5%
PNAA
743
Pictet North America Advisors
Switzerland
$1.44M -$395K -2,653 -23%
CS
744
Clear Street
New York
$1.43M +$910K +6,120 +211%
WSFG
745
Wall Street Financial Group
Illinois
$1.43M +$391K +2,630 +41%
IC
746
IEQ Capital
California
$1.43M -$561K -3,771 -30%
BFWM
747
Bright Futures Wealth Management
New York
$1.42M -$20.2K -136 -1%
TFGT
748
TS Financial Group (TSFG)
Illinois
$1.42M -$43.9K -295 -3%
AFM
749
Abbot Financial Management
Massachusetts
$1.41M – – –
NPT
750
National Philanthropic Trust
Pennsylvania
$1.41M +$567K +3,811 +75%
28 29
30
31 32