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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
901
Institute for Wealth Management
Colorado
$525K -$62.1K -482 -10%
FPGK
902
Financial Partners Group (Kansas)
Kansas
$520K +$24K +186 +5%
MSFS
903
Main Street Financial Solutions
Pennsylvania
$517K -$47.8K -371 -8%
WA
904
WESPAC Advisors
California
$508K -$142K -1,100 -21%
CNBT
905
Cornerstone National Bank & Trust
Illinois
$507K +$22.2K +172 +4%
AWM
906
Axxcess Wealth Management
California
$507K -$604K -4,689 -53%
OCM
907
Orleans Capital Management
Louisiana
$507K -$25.8K -200 -5%
SBIA
908
Sheaff Brock Investment Advisors
Indiana
$502K -$25.6K -199 -5%
EWM
909
Empirical Wealth Management
Washington
$499K -$21.9K -170 -4%
FCA
910
FLC Capital Advisors
California
$498K – – –
CPO
911
Cerity Partners OCIO
New York
$495K +$58K +450 +12%
SRSA
912
S.R. Schill & Associates
Washington
$494K +$198K +1,538 +60%
AIM
913
Allen Investment Management
New York
$493K +$16.7K +130 +3%
PIA
914
Pinion Investment Advisors
Kansas
$493K +$31.8K +247 +6%
SIM
915
Sterling Investment Management
Arizona
$492K -$79.9K -620 -13%
CT
916
Cambridge Trust
Massachusetts
$491K -$260K -2,021 -33%
KCFA
917
Key Client Fiduciary Advisors
New Jersey
$491K +$10.2K +79 +2%
CT
918
Caldwell Trust
Florida
$488K – – –
ACI
919
Alpha Cubed Investments
California
$487K -$6.7K -52 -1%
SAM
920
Silphium Asset Management
United Kingdom
$484K +$515K +4,000 New
GEM
921
Global Endowment Management
North Carolina
$484K – – –
GCA
922
Greenwood Capital Associates
South Carolina
$481K -$1.19M -9,264 -70%
BCM
923
BTR Capital Management
California
$479K -$25.8K -200 -5%
BFS
924
Bradley Foster & Sargent
Connecticut
$477K – – –
OIA
925
OneDigital Investment Advisors
Kansas
$475K +$6.18K +48 +1%
35 36
37
38 39