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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
751
WESPAC Advisors SoCal
California
$461K -$307K -2,815 -41%
PCM
752
Parsons Capital Management
Rhode Island
$461K – – –
EM
753
ELCO Management
New York
$457K -$65.5K -600 -13%
WEC
754
Winslow Evans & Crocker
Massachusetts
$455K +$369K +3,383 +35%
PWM
755
Palumbo Wealth Management
New York
$454K +$437K +4,005 New
GEA
756
Glen Eagle Advisors
New Jersey
$453K -$2.18K -20 -0.5%
RFWA
757
RPg Family Wealth Advisory
Massachusetts
$451K +$655 +6 +0.2%
CA
758
Clearstead Advisors
Ohio
$450K -$6K -55 -1%
TPCW
759
TD Private Client Wealth
New York
$449K +$79.4K +727 +22%
BCI
760
Brinker Capital Investments
Pennsylvania
$447K -$140K -1,284 -25%
AIM
761
Allen Investment Management
New York
$447K – – –
LA
762
Lynch & Associates
Indiana
$444K – – –
ERIM
763
Eagle Ridge Investment Management
Connecticut
$443K – – –
WCAMG
764
Woodard & Company Asset Management Group
North Carolina
$442K +$426K +3,898 New
CCG
765
Chatham Capital Group
Georgia
$441K +$21.8K +200 +5%
PFM
766
Peak Financial Management
Massachusetts
$440K +$43.7K +400 +12%
IA
767
Insight Advisors
Pennsylvania
$440K +$424K +3,880 New
GWM
768
Greenwich Wealth Management
Connecticut
$434K -$5.46K -50 -1%
OFA
769
Oak Family Advisors
Illinois
$431K +$415K +3,803 New
FMWA
770
Forvis Mazars Wealth Advisors
Missouri
$430K +$414K +3,792 New
MA
771
Montag & Associates
Georgia
$427K +$166K +1,520 +68%
LJAC
772
L.J. Altfest & Co
New York
$424K +$408K +3,738 New
HSA
773
HBK Sorce Advisory
Pennsylvania
$422K +$3.82K +35 +1%
YWP
774
YorkBridge Wealth Partners
New York
$421K – – –
BCM
775
Brookstone Capital Management
Illinois
$416K -$2.24M -20,556 -85%
29 30
31
32 33