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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
876
Blueprint Investment Partners
North Carolina
$681K +$677K +5,132 New
HWA
877
Heritage Wealth Advisors
Virginia
$680K -$2.24K -17 -0.3%
ERWM
878
Elk River Wealth Management
Colorado
$680K -$29K -220 -4%
CIM
879
Contravisory Investment Management
Massachusetts
$670K -$172K -1,306 -21%
KFS
880
Kaizen Financial Strategies
California
$667K – – –
BWM
881
Bulltick Wealth Management
Florida
$666K +$36.5K +277 +6%
LTL
882
Lowery Thomas LLC
California
$665K -$167K -1,267 -20%
ORC
883
O'Rourke & Company
Massachusetts
$665K -$527 -4 -0.1%
MLL
884
Moody Lynn & Lieberson
Massachusetts
$664K – – –
GI
885
GAMCO Investors
Connecticut
$664K – – –
WP
886
WealthSource Partners
California
$663K -$5.8K -44 -0.9%
BIA
887
Benchmark Investment Advisors
Illinois
$663K -$87.8K -666 -12%
BFO
888
Biltmore Family Office
North Carolina
$661K – – –
RPWA
889
Regent Peak Wealth Advisors
Georgia
$660K -$11.5K -87 -2%
CWM
890
Collaborative Wealth Management
Florida
$657K -$69.6K -528 -10%
WMG
891
WESCAP Management Group
California
$657K -$42.6K -323 -6%
SPWG
892
Sage Private Wealth Group
Illinois
$656K -$5.86M -44,470 -90%
ATC
893
Argent Trust Co
Tennessee
$656K +$56.7K +430 +10%
SFM
894
Signet Financial Management
New Jersey
$653K -$262K -1,984 -29%
MA
895
MONECO Advisors
Connecticut
$651K -$32K -243 -5%
RF
896
Rollins Financial
Georgia
$648K +$67.2K +510 +12%
EHC
897
Everett Harris & Co
California
$647K – – –
NCM
898
Noesis Capital Mangement
Florida
$647K +$26K +197 +4%
SHA
899
Seneca House Advisors
Virginia
$646K -$20.3K -154 -3%
BWP
900
Balboa Wealth Partners
Arizona
$644K +$12.4K +94 +2%
34 35
36
37 38