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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
826
Beaumont Financial Advisors
Massachusetts
$717K -$14.3K -109 -2%
JEST
827
JTC Employer Solutions Trustee
Jersey
$717K – – –
WJWM
828
Williams Jones Wealth Management
New York
$712K -$4.19K -32 -0.6%
CIM
829
Contravisory Investment Management
Massachusetts
$710K +$279K +2,131 +63%
PWM
830
Perigon Wealth Management
California
$709K +$32.5K +248 +5%
CMI
831
Clare Market Investments
Texas
$709K -$78.4K -598 -10%
TI
832
Tidal Investments
Wisconsin
$703K +$47.8K +365 +7%
OPW
833
Oxler Private Wealth
New York
$697K -$4.46K -34 -0.6%
VCA
834
Verdence Capital Advisors
Maryland
$697K +$13.5K +103 +2%
ICP
835
Interchange Capital Partners
Pennsylvania
$697K +$219K +1,670 +44%
MG
836
Mather Group
Illinois
$696K -$51.6K -394 -7%
BAM
837
Bruderman Asset Management
New York
$686K -$24.4K -186 -3%
NWMG
838
National Wealth Management Group
Ohio
$683K -$621K -4,740 -47%
CCB
839
Country Club Bank
Missouri
$682K -$7.87K -60 -1%
ORC
840
O'Rourke & Company
Massachusetts
$680K -$918 -7 -0.1%
PG
841
Patten Group
Tennessee
$680K +$17.7K +135 +3%
WA
842
WESPAC Advisors
California
$678K +$185K +1,413 +36%
NWA
843
Navis Wealth Advisors
New York
$673K +$2.62K +20 +0.4%
EP
844
Edgestream Partners
New Jersey
$672K -$9.04M -68,961 -93%
PFC
845
Phocas Financial Corp
California
$667K +$115K +875 +20%
GPFA
846
Game Plan Financial Advisors
Ohio
$667K +$684K +5,222 New
VWM
847
Valley Wealth Managers
New Jersey
$662K +$39.3K +300 +6%
NFSG
848
Newbridge Financial Services Group
Florida
$661K +$107K +816 +19%
ERWM
849
Elk River Wealth Management
Colorado
$657K – – –
HWA
850
Heritage Wealth Advisors
Virginia
$657K – – –
32 33
34
35 36