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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
726
Legacy Financial Strategies
Kansas
$1.1M -$300K -2,215 -22%
LMKC
727
L.M. Kohn & Company
Ohio
$1.1M +$167K +1,236 +19%
MA
728
Mezzasalma Advisors
New Jersey
$1.1M -$76.9K -568 -7%
GWM
729
Geneos Wealth Management
Colorado
$1.09M -$109K -802 -9%
OFS
730
OneAscent Financial Services
Alabama
$1.08M -$88.5K -654 -8%
BP
731
BBR Partners
New York
$1.07M -$2.72M -20,136 -72%
HP
732
Holistic Planning
Texas
$1.07M +$51.3K +379 +5%
EMAM
733
Encompass More Asset Management
California
$1.06M +$262K +1,933 +34%
SMC
734
Smith, Moore & Co
Missouri
$1.06M -$69.4K -513 -6%
SCM
735
Sage Capital Management
New Jersey
$1.06M +$2.98K +22 +0.3%
FAIM
736
Financial Advocates Investment Management
Washington
$1.05M -$1.14M -8,421 -53%
BCA
737
Bay Colony Advisors
Massachusetts
$1.04M +$27.6K +204 +3%
MMA
738
Miracle Mile Advisors
California
$1.04M -$395K -2,916 -28%
VA
739
VestGen Advisors
Illinois
$1.02M -$115K -847 -10%
GSWM
740
Golden State Wealth Management
California
$1.02M -$19.2K -142 -2%
GWSG
741
GPS Wealth Strategies Group
Colorado
$1.01M -$138K -1,023 -12%
NB
742
NBT Bank
New York
$1.01M -$7.04K -52 -0.7%
OIA
743
OneDigital Investment Advisors
Kansas
$1.01M +$62K +458 +7%
FA
744
Fountainhead AM
New Jersey
$1.01M +$35.9K +265 +4%
KPWG
745
KFA Private Wealth Group
Virginia
$1M -$63.5K -469 -6%
SC
746
Savant Capital
Illinois
$1M -$2.84K -21 -0.3%
AWM
747
Aberdeen Wealth Management
Illinois
$991K – – –
BA
748
Bristlecone Advisors
Washington
$989K +$6.77K +50 +0.7%
CPRC
749
Consolidated Portfolio Review Corp
New York
$987K -$348K -2,569 -27%
FNBT
750
FineMark National Bank & Trust
Florida
$985K -$169K -1,249 -15%
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