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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
726
Parsec Financial Management
North Carolina
$206K – – –
PWP
727
Principle Wealth Partners
Connecticut
$205K – – –
IC
728
Intersect Capital
California
$202K -$18.6K -207 -9%
PJSIMP
729
P.J. Schmidt Investment Management (PJS)
Wisconsin
$202K – – –
KWM
730
Kingsview Wealth Management
Oregon
$202K +$196K +2,179 New
MCM
731
MAI Capital Management
Ohio
$202K +$196K +2,182 New
IP
732
Investment Partners
Ohio
$201K -$13.2K -147 -6%
LWM
733
Liberty Wealth Management
California
$201K +$41.4K +460 +27%
PIMG
734
Patriot Investment Management Group
Tennessee
$201K +$195K +2,170 New
RBCM
735
Raub Brock Capital Management
California
$201K +$195K +2,173 New
ZCA
736
Zeke Capital Advisors
Pennsylvania
$200K +$194K +2,160 New
HFM
737
Hartford Financial Management
Connecticut
$190K -$21.1K -235 -10%
SAS
738
Stelac Advisory Services
New York
$178K +$173K +1,925 New
FNBOSM
739
First National Bank of South Miami
Florida
$167K – – –
CAGAS
740
Capital Advisory Group Advisory Services
Minnesota
$166K +$16.6K +185 +12%
BCA
741
Berman Capital Advisors
Georgia
$163K – – –
BC
742
Barnett & Company
Tennessee
$155K +$19.8K +220 +15%
S
743
SignatureFD
Georgia
$151K +$127K +1,410 +653%
AIP
744
Almanack Investment Partners
Pennsylvania
$150K +$145K +1,616 New
TFO
745
Tarbox Family Office
California
$147K – – –
ST
746
Smithfield Trust
Pennsylvania
$133K – – –
JFA
747
JNBA Financial Advisors
Minnesota
$123K – – –
CFG
748
Citizens Financial Group
Rhode Island
$119K -$95.4K -1,061 -45%
M
749
MOTCO
Texas
$118K -$28.6K -318 -20%
FRA
750
Front Row Advisors
California
$116K – – –
28 29
30
31 32