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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
751
NBT Bank
New York
$1.38M -$20.1K -140 -1%
RCA
752
Ranch Capital Advisors
Florida
$1.38M +$69.1K +482 +5%
WCM
753
Windham Capital Management
Massachusetts
$1.38M – – –
FP
754
Fiduciary Planning
Florida
$1.38M +$110K +764 +9%
MWM
755
Massachusetts Wealth Management
Massachusetts
$1.36M +$496K +3,458 +60%
PIA
756
Perennial Investment Advisors
California
$1.36M +$2.15K +15 +0.2%
SMC
757
Smith, Moore & Co
Missouri
$1.36M +$128K +894 +11%
ZIMP
758
Zimmermann Investment Management & Planning
Pennsylvania
$1.35M +$25.1K +175 +2%
CGH
759
CMG Global Holdings
Texas
$1.35M – – –
LPAM
760
Lodestar Private Asset Management
California
$1.35M +$205K +1,427 +19%
CMANY
761
Capital Management Associates (New York)
New York
$1.34M +$646K +4,500 +98%
AFM
762
Abbot Financial Management
Massachusetts
$1.34M – – –
TCA
763
Trifecta Capital Advisors
Illinois
$1.33M -$16.2K -113 -1%
OFS
764
OneAscent Financial Services
Alabama
$1.33M -$2.5M -17,427 -66%
RC
765
Rovin Capital
Arizona
$1.32M +$110K +769 +9%
MGIA
766
Moneta Group Investment Advisors
Missouri
$1.32M +$41.6K +290 +3%
CCG
767
Chatham Capital Group
Georgia
$1.29M +$7.17K +50 +0.6%
LI
768
LVZ Inc
Michigan
$1.29M +$1.25M +8,725 New
PWP
769
Phillips Wealth Planners
Mississippi
$1.29M -$324K -2,258 -20%
FC
770
Fulcrum Capital
Washington
$1.29M -$4.59K -32 -0.4%
MAM
771
Milestone Asset Management
Pennsylvania
$1.27M +$957K +6,669 +348%
ISL
772
Ingalls & Snyder LLC
New York
$1.27M -$123K -855 -9%
FFWA
773
FRG Family Wealth Advisors
Washington
$1.26M +$245K +1,707 +23%
BHA
774
Beech Hill Advisors
New York
$1.26M +$799K +5,569 +188%
RFN
775
Redwood Financial Network
Ohio
$1.26M -$105K -735 -8%
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