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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
726
Liberty Wealth Management
California
$100K -$96.8K -1,060 -49%
WOC
727
West Oak Capital
California
$99K -$9.13K -100 -8%
KPCM
728
Kings Point Capital Management
New York
$98K +$28.5K +312 +40%
TWA
729
TCI Wealth Advisors
Arizona
$96K +$62.5K +685 +179%
LWM
730
Lenox Wealth Management
Ohio
$96K +$70.7K +774 +265%
WP
731
WealthShield Partners
North Carolina
$95K +$91 +1 +0.1%
MPWT
732
MassMutual Private Wealth & Trust
Connecticut
$92K – – –
S
733
SignatureFD
Georgia
$91K -$56.1K -614 -38%
LWANC
734
Laurel Wealth Advisors (North Carolina)
North Carolina
$89K +$1.83K +20 +2%
TFS
735
TrustCore Financial Services
Tennessee
$86K -$12.5K -137 -13%
SFC
736
SYM Financial Corp
Indiana
$82K – – –
WAP
737
Wealthcare Advisory Partners
Pennsylvania
$82K +$19K +208 +30%
FA
738
Fortis Advisors
Pennsylvania
$80K +$365 +4 +0.5%
BFC
739
Bedel Financial Consulting
Indiana
$79K – – –
FMTCOCP
740
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K – – –
TVWM
741
Tower View Wealth Management
Wisconsin
$77K +$274 +3 +0.4%
CCM
742
Covington Capital Management
California
$74K – – –
IFAM
743
Institutional & Family Asset Management
Colorado
$72K – – –
AF
744
Allworth Financial
California
$71K +$91 +1 +0.1%
AIM
745
Anchor Investment Management
South Carolina
$69.9K – – –
RFA
746
Reilly Financial Advisors
California
$69K – – –
FA
747
Financial Advantage
Maryland
$69K +$70.3K +770 New
ANBT
748
American National Bank & Trust
Texas
$68K – – –
TL
749
TrueWealth LLC
Georgia
$68K – – –
RWA
750
Ropes Wealth Advisors
Massachusetts
$66K +$2.56K +28 +4%
28 29
30
31 32