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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
901
GSA Capital Partners
United Kingdom
$488K -$177K -1,333 -28%
DWM
902
Dakota Wealth Management
Florida
$483K -$6.77K -51 -1%
FCB
903
First Command Bank
Texas
$483K – – –
AWM
904
Altavista Wealth Management
North Carolina
$482K – – –
PWM
905
Palumbo Wealth Management
New York
$482K +$1.2K +9 +0.3%
AAMA
906
Advanced Asset Management Advisors
Ohio
$481K +$69.4K +523 +18%
RF
907
Resolute Financial
Massachusetts
$479K +$451K +3,397 New
PFM
908
Peak Financial Management
Massachusetts
$477K -$17.3K -130 -4%
RCS
909
Retirement Capital Strategies
California
$476K -$38.9K -293 -8%
FIM
910
Freedom Investment Management
Connecticut
$472K -$4.97M -37,408 -92%
FAT
911
First American Trust
California
$472K +$21.8K +164 +5%
HA
912
HYA Advisors
Missouri
$467K +$40.9K +308 +10%
YWP
913
YorkBridge Wealth Partners
New York
$465K – – –
CWM
914
Circle Wealth Management
New Jersey
$465K +$39K +294 +10%
SS
915
Sunbelt Securities
Texas
$462K -$26.2K -197 -5%
TA
916
TrueWealth Advisors
Alabama
$460K +$25.5K +192 +6%
JAWM
917
J. Arnold Wealth Management
Ohio
$458K +$7.3K +55 +2%
PIA
918
Pinion Investment Advisors
Kansas
$458K +$135K +1,017 +46%
FT
919
Fiduciary Trust
Massachusetts
$457K +$40.6K +306 +10%
RIA
920
Realta Investment Advisors
Delaware
$456K -$22.8K -172 -5%
WAM
921
WealthTrust Asset Management
Florida
$454K +$31.3K +236 +8%
WSCM
922
Wellington Shields Capital Management
New York
$453K – – –
FPGK
923
Financial Partners Group (Kansas)
Kansas
$449K -$9.83K -74 -2%
VR
924
Viridian RIA
Washington
$447K +$421K +3,171 New
BOTW
925
Bank of the West
California
$447K +$421K +3,174 New
35 36
37
38 39