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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
726
Caldwell Trust
Florida
$493K +$11.2K +97 +2%
UBG
727
United Bank (Georgia)
Georgia
$492K -$527K -4,568 -52%
VA
728
Valmark Advisers
Ohio
$492K +$98.5K +853 +25%
CA
729
Clearstead Advisors
Ohio
$485K +$21.5K +186 +5%
TNB
730
TCF National Bank
South Dakota
$483K -$17.7K -153 -4%
BL
731
BFSG LLC
California
$483K +$56K +485 +13%
OIA
732
Optimum Investment Advisors
Illinois
$482K -$80.8K -700 -15%
SBL
733
Sargent Bickham Lagudis
Colorado
$481K -$54.6K -473 -10%
ATC
734
Argent Trust Co
Tennessee
$481K -$3.35K -29 -0.7%
FCA
735
FLC Capital Advisors
California
$480K – – –
OCM
736
Orleans Capital Management
Louisiana
$478K -$20.2K -175 -4%
CC
737
Cedar Capital
Illinois
$477K -$52.4K -454 -10%
AMG
738
Advisors Management Group
Wisconsin
$473K +$468K +4,051 New
SFSIG
739
San Francisco Sentry Investment Group
California
$471K -$10.3K -89 -2%
QPWM
740
Quadrant Private Wealth Management
Pennsylvania
$470K -$9.35K -81 -2%
GSWM
741
Golden State Wealth Management
California
$468K -$218K -1,886 -32%
PWM
742
Perigon Wealth Management
California
$468K -$63.8K -553 -12%
ECM
743
Exchange Capital Management
Michigan
$468K -$63.5K -550 -12%
EM
744
ELCO Management
New York
$467K -$2.89K -25 -0.6%
PCM
745
Parsons Capital Management
Rhode Island
$466K -$8.66K -75 -2%
IA
746
Insight Advisors
Pennsylvania
$466K -$4.73K -41 -1%
AIM
747
Allen Investment Management
New York
$460K – – –
AWA
748
Arete Wealth Advisors
Illinois
$457K -$44.1K -382 -9%
LA
749
Lynch & Associates
Indiana
$457K – – –
WCAMG
750
Woodard & Company Asset Management Group
North Carolina
$457K +$1.5K +13 +0.3%
28 29
30
31 32