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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
726
Citizens Financial Group
Rhode Island
$216K -$69.1K -766 -25%
FMWA
727
Forvis Mazars Wealth Advisors
Missouri
$216K +$212K +2,353 New
IP
728
Investment Partners
Ohio
$213K +$1.08K +12 +0.5%
IIA
729
IPG Investment Advisors
California
$212K -$27K -300 -11%
BG
730
Bollard Group
Massachusetts
$212K +$811 +9 +0.4%
JWBC
731
J.W. Burns & Co
New York
$212K +$208K +2,309 New
HFM
732
Hartford Financial Management
Connecticut
$210K -$27K -300 -12%
SP
733
Successful Portfolios
Florida
$209K +$205K +2,277 New
SA
734
Strategic Advisors
New York
$209K +$206K +2,280 New
PV
735
Private Vista
Illinois
$209K +$206K +2,281 New
LWS
736
Lucia Wealth Services
California
$205K +$60K +665 +42%
PCM
737
Poehling Capital Management
Wisconsin
$205K +$202K +2,235 New
PFM
738
Parsec Financial Management
North Carolina
$204K -$11.3K -125 -5%
OMC
739
Overbrook Management Corp
New York
$204K +$200K +2,222 New
PWP
740
Principle Wealth Partners
Connecticut
$203K +$200K +2,215 New
EIP
741
Ellis Investment Partners
Pennsylvania
$200K +$197K +2,182 New
PJSIMP
742
P.J. Schmidt Investment Management (PJS)
Wisconsin
$200K +$197K +2,183 New
CAM
743
Cresset Asset Management
Illinois
$199K +$18.7K +207 +11%
FNBOSM
744
First National Bank of South Miami
Florida
$168K – – –
WTB
745
Washington Trust Bank
Washington
$162K -$154K -1,710 -49%
BCA
746
Berman Capital Advisors
Georgia
$162K -$34.4K -381 -18%
BCI
747
Brinker Capital Investments
Pennsylvania
$158K +$149K +1,657 +2,673%
LWM
748
Liberty Wealth Management
California
$156K -$13.2K -146 -8%
PWM
749
PRW Wealth Management
Massachusetts
$154K – – –
M
750
MOTCO
Texas
$146K -$31.1K -345 -18%
28 29
30
31 32