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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
801
Worth Asset Management
Texas
$1.23M -$572K -3,772 -32%
ARC
802
Advisor Resource Council
Texas
$1.22M +$1.2M +7,918 New
FEM
803
Fulcrum Equity Management
Texas
$1.22M +$777K +5,123 +185%
PWP
804
Phillips Wealth Planners
Mississippi
$1.21M -$213K -1,404 -15%
ICP
805
Interchange Capital Partners
Pennsylvania
$1.21M -$106K -698 -8%
PWSG
806
Pacific Wealth Strategies Group
California
$1.21M +$906K +5,974 +322%
B
807
Bailard
California
$1.2M – – –
KCFA
808
Key Client Fiduciary Advisors
New Jersey
$1.19M +$440K +2,906 +60%
TW
809
Transform Wealth
Colorado
$1.19M -$3.79K -25 -0.3%
PFS
810
Prospect Financial Services
New York
$1.19M +$259K +1,709 +28%
FTDI
811
First Trust Direct Indexing
Massachusetts
$1.19M +$63.2K +417 +6%
NIP
812
Nicholas Investment Partners
California
$1.19M +$1.17M +7,729 New
FNBT
813
FineMark National Bank & Trust
Florida
$1.19M -$128K -844 -10%
RC
814
Rovin Capital
Arizona
$1.19M -$224K -1,479 -16%
WG
815
Welch Group
Alabama
$1.19M -$174K -1,148 -13%
BJL
816
Brighton Jones LLC
Washington
$1.18M -$339K -2,236 -23%
EWA
817
Exencial Wealth Advisors
Oklahoma
$1.18M -$62.8K -414 -5%
BA
818
Bridge Advisory
California
$1.17M -$2.12K -14 -0.2%
BAWM
819
Bennett Associates Wealth Management
Pennsylvania
$1.17M +$21.4K +141 +2%
ACA
820
Aptus Capital Advisors
Alabama
$1.17M -$174K -1,148 -13%
LIG
821
Lokken Investment Group
Delaware
$1.16M +$19.9K +131 +2%
OAM
822
Occidental Asset Management
California
$1.16M +$218K +1,440 +24%
NS
823
NBC Securities
Alabama
$1.16M +$82.3K +543 +8%
HWA
824
Heartwood Wealth Advisors
Virginia
$1.15M +$1.06K +7 +0.1%
AFG
825
Atomi Financial Group
New York
$1.15M -$7.88K -52 -0.7%
31 32
33
34 35