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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
801
WealthGarden F.S.
California
$1.14M +$331K +2,207 +44%
DW
802
Dodds Wealth
Colorado
$1.14M -$304K -2,029 -22%
PTC
803
Private Trust Company
Ohio
$1.14M -$156K -1,043 -12%
ORC
804
O'Rourke & Company
Massachusetts
$1.14M +$53.9K +360 +5%
CIA
805
Cladis Investment Advisory
Montana
$1.14M +$131K +875 +14%
MAMG
806
Milestone Asset Management Group
Connecticut
$1.13M +$88.7K +592 +9%
NB
807
NBT Bank
New York
$1.13M +$3.59K +24 +0.3%
PWP
808
Phillips Wealth Planners
Mississippi
$1.12M -$86.1K -575 -7%
BFA
809
Beaumont Financial Advisors
Massachusetts
$1.12M +$254K +1,696 +31%
CWM
810
Cornerstone Wealth Management
Missouri
$1.12M -$117K -780 -10%
EFS
811
Essex Financial Services
Connecticut
$1.11M +$71.7K +479 +7%
FNBOO
812
First National Bank of Omaha
Nebraska
$1.11M +$1.07M +7,176 New
FNT
813
First National Trust
Pennsylvania
$1.1M +$281K +1,879 +36%
AWM
814
Aberdeen Wealth Management
Illinois
$1.1M – – –
CS
815
Clear Street
New York
$1.1M +$824K +5,502 +343%
PG
816
Proffitt & Goodson
Tennessee
$1.1M -$1.09M -7,311 -51%
OIA
817
OneDigital Investment Advisors
Kansas
$1.09M -$27.4K -183 -3%
CNBT
818
Cornerstone National Bank & Trust
Illinois
$1.09M +$12.9K +86 +1%
HWA
819
Heritage Wealth Advisors
Virginia
$1.09M +$93.8K +626 +10%
DCM
820
Delta Capital Management
New Jersey
$1.08M – – –
GSWM
821
Golden State Wealth Management
California
$1.08M -$52.9K -353 -5%
PSF
822
Pacific Sun Financial
California
$1.07M -$1.35K -9 -0.1%
LFS
823
Legacy Financial Strategies
Kansas
$1.07M -$144K -960 -12%
LPAM
824
Lodestar Private Asset Management
California
$1.07M -$10.9K -73 -1%
FIA
825
FNY Investment Advisers
New York
$1.06M -$1.01M -6,760 -50%
31 32
33
34 35