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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
726
Bay Colony Advisors
Massachusetts
$1.27M +$450K +3,459 +59%
RFN
727
Redwood Financial Network
Ohio
$1.26M -$68.2K -524 -5%
JCM
728
Janney Capital Management
Pennsylvania
$1.25M -$164K -1,264 -12%
PIA
729
Perennial Investment Advisors
California
$1.25M -$569K -4,374 -32%
TCA
730
Trifecta Capital Advisors
Illinois
$1.25M +$14.2K +109 +1%
AF
731
Apollon Financial
South Carolina
$1.24M +$1.18M +9,102 New
AFM
732
Abbot Financial Management
Massachusetts
$1.24M -$5.2K -40 -0.4%
ACM
733
AlphaStar Capital Management
North Carolina
$1.24M +$590K +4,539 New
ZIMP
734
Zimmermann Investment Management & Planning
Pennsylvania
$1.22M -$266K -2,041 -19%
ARG
735
Advisory Resource Group
Oklahoma
$1.21M +$67.8K +521 +6%
UB
736
UMB Bank
Missouri
$1.21M +$39.4K +303 +4%
RCA
737
Ranch Capital Advisors
Florida
$1.21M +$647K +4,974 +128%
FC
738
Fulcrum Capital
Washington
$1.19M – – –
CCG
739
Chatham Capital Group
Georgia
$1.19M – – –
DP
740
Denver PWM
Colorado
$1.18M +$39.1M +300,436 New
MGIA
741
Moneta Group Investment Advisors
Missouri
$1.18M -$43.6K -335 -4%
B
742
Bailard
California
$1.18M +$182K +1,402 +19%
HFS
743
Horizon Financial Services
North Carolina
$1.18M -$29.3K -225 -3%
FCP
744
Fidelis Capital Partners
Florida
$1.18M -$538K -4,137 -32%
AMG
745
Advisors Management Group
Wisconsin
$1.18M -$9.11K -70 -0.8%
PMEF
746
Point72 Middle East FZE
United Arab Emirates
$1.17M -$1.45M -11,113 -56%
SCM
747
SOL Capital Management
Maryland
$1.17M – – –
FNT
748
First National Trust
Pennsylvania
$1.17M +$33K +254 +3%
FP
749
Fiduciary Planning
Florida
$1.17M +$793K +6,098 +249%
CWP
750
Curated Wealth Partners
California
$1.16M – – –
28 29
30
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