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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
751
Sound Income Strategies
Florida
$9K +$9.07K +110 New
II
752
Inspire Investing
Idaho
$9K +$9.32K +113 New
ADL
753
Asset Dedication LLC
California
$8K – – –
HI
754
Hudock Inc
Pennsylvania
$7K – – –
SFC
755
SYM Financial Corp
Indiana
$7K +$6.76K +82 New
IWP
756
Icon Wealth Partners
Texas
$7K +$7.34K +89 New
FA
757
Fortis Advisors
Pennsylvania
$6K -$5.36K -65 -46%
BL
758
Balentine LLC
Georgia
$6K – – –
RAM
759
Riggs Asset Management
Pennsylvania
$6K – – –
TIM
760
Tortoise Investment Management
New York
$6K – – –
FNB
761
Farmers National Bank
Kentucky
$6K +$6.35K +77 New
MFT
762
Moisand Fitzgerald Tamayo
Florida
$4K – – –
SQA
763
Simon Quick Advisors
New Jersey
$4K +$3.3K +40 New
KJWM
764
Kiley Juergens Wealth Management
Washington
$4K +$4.29K +52 New
SMG
765
Spectrum Management Group
Indiana
$3K -$5.99M -72,665 -100%
CFN
766
Cordasco Financial Network
Florida
$2K +$1.65K +20 New
OPWM
767
Oak Point Wealth Management
Michigan
$2K +$2.06K +25 New
MRCM
768
M&R Capital Management
New Jersey
$1K – – –
TCOV
769
Trust Company of Vermont
Vermont
$1K +$1.07K +13 New
JWA
770
JFS Wealth Advisors
Pennsylvania
$1K +$1.24K +15 New
QIM
771
Quantitative Investment Management
Virginia
– -$129M -1,579,700 Closed
TAM
772
Tiverton Asset Management
Delaware
– -$51.3M -627,437 Closed
HM
773
HealthCor Management
New York
– -$28.9M -353,960 Closed
NA
774
Neuburgh Advisers
California
– -$24.1M -295,460 Closed
GI
775
Glovista Investments
New Jersey
– -$20.7M -252,996 Closed
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