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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
ERWM
876
Elk River Wealth Management
Colorado
$659K – – –
EDRH
877
Edmond de Rothschild Holding
Switzerland
$656K -$59.9K -451 -8%
SFM
878
Signet Financial Management
New Jersey
$654K +$21.2K +160 +3%
CMI
879
Clare Market Investments
Texas
$653K -$18.3K -138 -3%
EWM
880
Executive Wealth Management
Michigan
$650K -$45.7K -344 -6%
BWM
881
Bulltick Wealth Management
Florida
$646K – – –
KCFA
882
Key Client Fiduciary Advisors
New Jersey
$645K -$65.6K -494 -9%
MLL
883
Moody Lynn & Lieberson
Massachusetts
$644K – – –
CCWM
884
Cassaday & Co Wealth Management
Virginia
$644K +$87.8K +661 +15%
MUAMU
885
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$644K -$1.59M -12,000 -71%
EL
886
EMFO LLC
Florida
$644K -$133K -1,000 -17%
GI
887
GAMCO Investors
Connecticut
$644K – – –
BONH
888
Bank of New Hampshire
New Hampshire
$643K -$73K -550 -10%
EFS
889
Econ Financial Services
Pennsylvania
$643K +$270K +2,037 +69%
SC
890
SouthState Corp
Florida
$642K -$26.6K -200 -4%
BFO
891
Biltmore Family Office
North Carolina
$641K – – –
RFA
892
Resurgent Financial Advisors
Georgia
$638K +$13.8K +104 +2%
PIA
893
Panoramic Investment Advisors
Colorado
$637K +$657K +4,950 New
VC
894
Vicus Capital
Pennsylvania
$634K +$11.9K +90 +2%
AIA
895
Ally Invest Advisors
North Carolina
$629K +$183K +1,381 +39%
MCA
896
MSH Capital Advisors
Arizona
$629K +$32.5K +245 +5%
EHC
897
Everett Harris & Co
California
$628K – – –
KBC
898
Key Bridge Compliance
$626K +$646K +4,866 New
MC
899
Montag & Caldwell
Georgia
$625K +$28.1K +212 +5%
CWM
900
Collaborative Wealth Management
Florida
$621K -$16.7K -126 -3%
34 35
36
37 38