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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
751
Tarbox Family Office
California
$145K – – –
CAGAS
752
Capital Advisory Group Advisory Services
Minnesota
$144K -$113K -1,248 -44%
PCTC
753
Perkins Coie Trust Company
Washington
$136K – – –
NSIM
754
North Star Investment Management
Illinois
$134K – – –
BC
755
Barnett & Company
Tennessee
$133K +$71.7K +795 +120%
TL
756
TrueWealth LLC
Georgia
$133K +$80.2K +890 +158%
ST
757
Smithfield Trust
Pennsylvania
$131K – – –
JFA
758
JNBA Financial Advisors
Minnesota
$122K – – –
PMFA
759
Plante Moran Financial Advisors
Michigan
$122K +$68.8K +763 +136%
CLOS
760
Compagnie Lombard Odier SCmA
Switzerland
$119K +$99.2K +1,100 +550%
FRA
761
Front Row Advisors
California
$115K – – –
AIM
762
Acropolis Investment Management
Missouri
$113K -$20.3K -225 -15%
KTC
763
Kistler-Tiffany Companies
Pennsylvania
$113K +$361 +4 +0.3%
BEI
764
Benjamin Edwards Inc
Missouri
$111K +$109K +1,209 New
WCG
765
Weaver Consulting Group
California
$111K +$109K +1,211 New
SWM
766
SeaCrest Wealth Management
New York
$110K -$361 -4 -0.3%
WOC
767
West Oak Capital
California
$110K – – –
WTC
768
WhitTier Trust Company
Nevada
$108K -$222K -2,465 -68%
MFBTD
769
MB Financial Bank - Trust Department
Illinois
$108K – – –
MPWT
770
MassMutual Private Wealth & Trust
Connecticut
$106K -$42.9K -476 -29%
TFS
771
TrustCore Financial Services
Tennessee
$100K +$90 +1 +0.1%
CAL
772
Capital Analysts LLC
Pennsylvania
$100K +$99.2K +1,100 New
IFAM
773
Institutional & Family Asset Management
Colorado
$97K +$29.7K +329 +45%
AA
774
Advisory Alpha
Michigan
$96.4K +$97.8K +1,085 New
TC
775
Truvestments Capital
Florida
$96K +$94.7K +1,050 New
29 30
31
32 33