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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
901
Contravisory Investment Management
Massachusetts
$766K +$72.9K +508 +11%
MGIA
902
Matthew Goff Investment Advisor
Texas
$765K +$219K +1,525 +41%
IAS
903
Investment Advisory Services
Texas
$762K +$54.7K +381 +8%
AWA
904
Arete Wealth Advisors
Illinois
$762K +$751K +5,235 New
HFW
905
Horizon Family Wealth
Illinois
$761K +$2.58K +18 +0.3%
AFO
906
Allie Family Office
Florida
$757K +$459K +3,200 +160%
FDCP
907
Foster Dykema Cabot & Partners
Massachusetts
$752K -$36.4K -254 -5%
BCP
908
Berkeley Capital Partners
Georgia
$752K +$71.2K +496 +11%
IA
909
Insight Advisors
Pennsylvania
$749K -$90.1K -628 -11%
HWA
910
Heritage Wealth Advisors
Virginia
$747K – – –
ACS
911
Archford Capital Strategies
Illinois
$746K -$1.58K -11 -0.2%
NPT
912
National Philanthropic Trust
Pennsylvania
$740K -$4.3K -30 -0.6%
FFA
913
Fairfield Financial Advisors
Massachusetts
$737K +$725K +5,054 New
LL
914
LPWM LLC
Minnesota
$735K +$129K +900 +21%
CCM
915
Chilton Capital Management
Texas
$731K +$56.2K +392 +8%
PCA
916
Providence Capital Advisors
North Carolina
$730K +$19.9K +139 +3%
GI
917
GAMCO Investors
Connecticut
$729K – – –
BWP
918
Balboa Wealth Partners
Arizona
$729K +$178K +1,240 +33%
EWA
919
EverSource Wealth Advisors
Alabama
$726K -$201K -1,404 -22%
BFO
920
Biltmore Family Office
North Carolina
$726K – – –
BHBT
921
Burke & Herbert Bank & Trust
Virginia
$724K +$713K +4,970 New
CWM
922
Cedar Wealth Management
California
$720K -$850K -5,925 -55%
ATC
923
Argent Trust Co
Tennessee
$717K +$17.9K +125 +3%
OC
924
Opinicus Capital
Florida
$713K +$53.6K +374 +8%
NAS
925
NWF Advisory Services
California
$711K -$3.3K -23 -0.5%
35 36
37
38 39