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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
851
Highland Private Wealth Management
Washington
$430K +$446K +3,374 New
YWP
852
YorkBridge Wealth Partners
New York
$420K -$7.93K -60 -2%
CAM
853
Cozad Asset Management
Illinois
$419K +$317K +2,399 +267%
GEA
854
Glen Eagle Advisors
New Jersey
$415K -$29.7K -225 -6%
PWMG
855
Pinnacle Wealth Management Group
Michigan
$412K -$55.5K -420 -11%
WSCM
856
Wellington Shields Capital Management
New York
$409K – – –
JAWM
857
J. Arnold Wealth Management
Ohio
$407K +$76.7K +580 +22%
FAT
858
First American Trust
California
$406K +$421K +3,187 New
HTC
859
Haverford Trust Company
Pennsylvania
$402K +$57.8K +437 +16%
HWA
860
HCR Wealth Advisors
California
$398K -$4.23K -32 -1%
PFO
861
Pathstone Family Office
New Jersey
$396K -$12.4M -93,667 -97%
FA
862
FMA Advisory
Pennsylvania
$396K +$7.14K +54 +2%
IP
863
Investment Partners
Ohio
$395K +$410K +3,100 New
ACP
864
Ashfield Capital Partners
California
$394K -$1.85K -14 -0.5%
PFGIA
865
Patriot Financial Group Insurance Agency
Massachusetts
$392K +$66.7K +505 +20%
MCM
866
Maryland Capital Management
Maryland
$391K +$7K +53 +2%
TA
867
TrueWealth Advisors
Alabama
$391K +$406K +3,071 New
LA
868
Latitude Advisors
Florida
$391K +$406K +3,073 New
GI
869
Glovista Investments
New Jersey
$390K +$405K +3,061 New
OPCM
870
Osborne Partners Capital Management
California
$387K -$3.96K -30 -1%
CWM
871
Circle Wealth Management
New Jersey
$383K +$925 +7 +0.2%
LSA
872
Lion Street Advisors
Texas
$383K +$395K +2,992 New
SF
873
Summit Financial
New Jersey
$383K +$397K +3,007 New
LWANC
874
Laurel Wealth Advisors (North Carolina)
North Carolina
$381K -$8.59K -65 -2%
CS
875
Cannell & Spears
New York
$380K -$64.8K -490 -14%
33 34
35
36 37