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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
826
Lokken Investment Group
Delaware
$808K +$35.9K +272 +5%
LJAC
827
L.J. Altfest & Co
New York
$806K -$17.4K -132 -2%
CPA
828
Court Place Advisors
Maryland
$806K -$158K -1,199 -16%
MA
829
MKT Advisors
California
$803K -$29K -220 -4%
AWM
830
Aries Wealth Management
Maine
$802K -$38.9K -295 -5%
JPLA
831
Joseph P. Lucia & Associates
New York
$801K +$177K +1,340 +29%
TSWM
832
Tyler-Stone Wealth Management
Ohio
$800K +$795K +6,027 New
RZH
833
Relyea Zuckerberg Hanson
Connecticut
$798K – – –
BP
834
Ballentine Partners
Massachusetts
$798K +$76.5K +580 +11%
RT
835
Rockland Trust
Massachusetts
$798K +$244K +1,853 +45%
EL
836
EMFO LLC
Florida
$796K -$264K -2,000 -25%
BWM
837
BNC Wealth Management
Oregon
$793K -$1.46M -11,039 -65%
BCA
838
Bay Colony Advisors
Massachusetts
$791K -$56.4K -428 -7%
FFA
839
Fairfield Financial Advisors
Massachusetts
$790K +$63.9K +485 +9%
CA
840
Clearstead Advisors
Ohio
$781K +$1.85K +14 +0.2%
TI
841
Tidal Investments
Wisconsin
$780K +$775K +5,880 New
RIA
842
Realta Investment Advisors
Delaware
$780K +$11.2K +85 +1%
QPWM
843
Quadrant Private Wealth Management
Pennsylvania
$769K +$1.45K +11 +0.2%
BFA
844
Beaumont Financial Advisors
Massachusetts
$769K -$55.1K -418 -7%
SYBT
845
Stock Yards Bank & Trust
Kentucky
$766K -$170K -1,289 -18%
MG
846
Mather Group
Illinois
$754K +$56.4K +428 +8%
AFP
847
Ausdal Financial Partners
Iowa
$749K +$94.3K +715 +15%
JEST
848
JTC Employer Solutions Trustee
Jersey
$742K – – –
GCA
849
Greenwood Capital Associates
South Carolina
$739K +$734K +5,568 New
PG
850
Patten Group
Tennessee
$739K -$1.85K -14 -0.3%
32 33
34
35 36