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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
801
O'Rourke & Company
Massachusetts
$727K +$10.2K +77 +1%
LCP
802
Legacy Capital Partners
Wisconsin
$725K +$116K +873 +20%
CWA
803
Centennial Wealth Advisory
Michigan
$724K +$17.6K +133 +3%
PWM
804
Perigon Wealth Management
California
$724K +$155K +1,170 +28%
RPWA
805
Regent Peak Wealth Advisors
Georgia
$723K +$1.32K +10 +0.2%
NWA
806
Navis Wealth Advisors
New York
$716K +$2.12K +16 +0.3%
CWM
807
Chemistry Wealth Management
New York
$713K +$689K +5,202 New
IP
808
Intellectus Partners
California
$708K -$22.8K -172 -3%
HWA
809
Heritage Wealth Advisors
Virginia
$702K – – –
ERWM
810
Elk River Wealth Management
Colorado
$701K -$36.4K -275 -5%
RIG
811
Roosevelt Investment Group
New York
$701K – – –
TI
812
Tidal Investments
Wisconsin
$701K +$463K +3,500 +216%
PG
813
Patten Group
Tennessee
$696K -$15.9K -120 -2%
AWM
814
Altium Wealth Management
New York
$689K -$197K -1,487 -23%
TWM
815
Tradition Wealth Management
Minnesota
$689K -$21.6K -163 -3%
FPS
816
Fieldpoint Private Securities
Connecticut
$689K +$6.62K +50 +1%
SDAM
817
Shulman DeMeo Asset Management
New York
$688K +$1.59K +12 +0.2%
PCA
818
Personal Capital Advisors
California
$686K -$185K -1,400 -22%
LMKC
819
L.M. Kohn & Company
Ohio
$686K +$663K +5,006 New
GI
820
GAMCO Investors
Connecticut
$685K – – –
EL
821
EMFO LLC
Florida
$685K +$662K +5,000 New
PP
822
Prudential plc
United Kingdom
$685K +$662K +5,000 New
TC
823
TradeLink Capital
Illinois
$685K +$662K +5,000 New
PWG
824
Private Wealth Group
Florida
$683K – – –
RFWA
825
RPg Family Wealth Advisory
Massachusetts
$673K +$135K +1,023 +26%
31 32
33
34 35