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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
726
Regent Peak Wealth Advisors
Georgia
$495K +$37K +339 +8%
IIA
727
IPG Investment Advisors
California
$495K +$476K +4,361 New
FWP
728
FAS Wealth Partners
Kansas
$489K +$1.97K +18 +0.4%
PP
729
Pacifica Partners
Canada
$488K – – –
TNB
730
TCF National Bank
South Dakota
$487K – – –
NWA
731
Navis Wealth Advisors
New York
$487K +$468K +4,290 New
FA
732
Fagan Associates
New York
$486K +$1.31K +12 +0.3%
AWA
733
Arete Wealth Advisors
Illinois
$485K -$16.8K -154 -3%
MWM
734
Minot Wealth Management
Massachusetts
$485K +$43.7K +400 +10%
OCM
735
Orleans Capital Management
Louisiana
$484K -$65.5K -600 -12%
CSIC
736
Clifford Swan Investment Counsel
California
$482K -$148K -1,356 -24%
CGA
737
Crescent Grove Advisors
Illinois
$481K – – –
GG
738
Gofen & Glossberg
Illinois
$478K +$32.7K +300 +8%
OPWM
739
Oxinas Partners Wealth Management
Indiana
$473K +$455K +4,169 New
GAB
740
German American Bancorp
Indiana
$471K +$453K +4,154 New
ATC
741
Argent Trust Co
Tennessee
$470K +$235K +2,150 +108%
SFSIG
742
San Francisco Sentry Investment Group
California
$468K -$36.4K -333 -7%
PAM
743
Private Asset Management
California
$468K +$16.4K +150 +4%
FSA
744
Financial Sense Advisors
California
$468K +$60.3K +552 +15%
CT
745
Caldwell Trust
Florida
$468K -$178K -1,635 -28%
QPWM
746
Quadrant Private Wealth Management
Pennsylvania
$466K -$1.97K -18 -0.4%
FCA
747
FLC Capital Advisors
California
$466K – – –
GW
748
GW & Wade
Massachusetts
$465K +$162K +1,486 +57%
BJL
749
Brighton Jones LLC
Washington
$464K +$61.3K +562 +16%
PCA
750
Personal Capital Advisors
California
$462K -$5.13M -46,985 -92%
28 29
30
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