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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
801
Vivaldi Capital Management
Illinois
$240K +$226K +2,351 New
BG
802
Bollard Group
Massachusetts
$239K +$961 +10 +0.4%
CST
803
Charles Schwab Trust
Nevada
$237K – – –
BJL
804
Brighton Jones LLC
Washington
$236K -$44.8K -466 -17%
PMFA
805
Plante Moran Financial Advisors
Michigan
$235K -$22.6K -235 -9%
SAS
806
Stelac Advisory Services
New York
$235K +$36.5K +380 +20%
MWM
807
Mattern Wealth Management
Kansas
$234K +$221K +2,298 New
PPW
808
Parcion Private Wealth
Washington
$233K +$220K +2,285 New
BEI
809
Benjamin Edwards Inc
Missouri
$232K +$219K +2,281 New
GP
810
Girard Partners
Pennsylvania
$230K +$217K +2,258 New
OMC
811
Overbrook Management Corp
New York
$226K – – –
AIM
812
Aspen Investment Management
Michigan
$225K +$212K +2,210 New
GA
813
GFS Advisors
Texas
$223K +$210K +2,187 New
PJSIMP
814
P.J. Schmidt Investment Management (PJS)
Wisconsin
$222K +$210K +2,183 New
OIS
815
Okabena Investment Services
Minnesota
$220K +$207K +2,156 New
ZCA
816
Zeke Capital Advisors
Pennsylvania
$220K +$208K +2,160 New
SCA
817
Sage Capital Advisors
South Dakota
$219K +$207K +2,153 New
LSA
818
L & S Advisors
California
$218K +$206K +2,142 New
KTM
819
Keeler Thomas Management
Utah
$217K +$25.1K +261 New
KP
820
Keel Point
Alabama
$216K -$47.3K -492 -19%
LIA
821
LBMC Investment Advisors
Tennessee
$215K +$203K +2,111 New
PFM
822
Parsec Financial Management
North Carolina
$214K +$202K +2,104 New
FAB
823
First American Bank
Illinois
$213K +$201K +2,088 New
SP
824
Successful Portfolios
Florida
$212K -$19.2K -200 -9%
PCM
825
Poehling Capital Management
Wisconsin
$212K +$200K +2,081 New
31 32
33
34 35