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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
$669K +$1.45K +11 +0.2%
BTWM
727
Baker Tilly Wealth Management
Wisconsin
$669K +$12.7K +96 +2%
GLA
728
Good Life Advisors
Pennsylvania
$667K +$1.06K +8 +0.2%
HB
729
Homrich & Berg
Georgia
$664K -$268K -2,029 -28%
MWA
730
Meridian Wealth Advisors
Texas
$664K -$11.9K -90 -2%
CWC
731
Carolinas Wealth Consulting
North Carolina
$661K -$925 -7 -0.1%
TWM
732
Tradition Wealth Management
Minnesota
$661K +$264 +2 +0%
NWA
733
Navis Wealth Advisors
New York
$661K +$2.38K +18 +0.3%
VFA
734
Valeo Financial Advisors
Indiana
$659K -$19.7K -149 -3%
WIA
735
Westbourne Investment Advisors
Maryland
$653K -$113K -852 -14%
HWA
736
Heritage Wealth Advisors
Virginia
$652K – – –
RIG
737
Roosevelt Investment Group
New York
$651K – – –
PCA
738
Personal Capital Advisors
California
$650K +$188K +1,423 +39%
VAG
739
VisionPoint Advisory Group
Texas
$649K +$645K +4,883 New
WANY
740
Wealthspire Advisors (New York)
New York
$646K +$671K +5,076 New
LSPW
741
Lake Street Private Wealth
Illinois
$645K +$26.4K +200 +4%
IFWM
742
Institute for Wealth Management
Colorado
$640K -$37.4K -283 -5%
MMA
743
Miracle Mile Advisors
California
$640K +$297K +2,250 +81%
ARG
744
Advisory Resource Group
Oklahoma
$639K +$26.4K +200 +4%
GI
745
GAMCO Investors
Connecticut
$637K – – –
CWA
746
Centennial Wealth Advisory
Michigan
$637K +$38.2K +289 +6%
WA
747
Winfield Associates
Ohio
$635K – – –
FPS
748
Fieldpoint Private Securities
Connecticut
$634K +$13.2K +100 +2%
NW
749
NewEdge Wealth
Pennsylvania
$627K +$3.04K +23 +0.5%
GIM
750
Goelzer Investment Management
Indiana
$622K -$26.6K -201 -4%
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30
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