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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
901
Whalerock Point Partners
Rhode Island
$816K – – –
MGIA
902
Matthew Goff Investment Advisor
Texas
$811K +$24.7K +169 +3%
OCM
903
Orleans Capital Management
Louisiana
$804K +$226K +1,545 +39%
JFGIW
904
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$802K +$327K +2,237 +69%
SAM
905
Sherman Asset Management
California
$802K +$853K +5,827 New
HCM
906
Hollencrest Capital Management
California
$799K -$200K -1,367 -19%
CFB
907
Cullen/Frost Bankers
Texas
$797K +$70.2K +480 +9%
GWA
908
GGM Wealth Advisors
Maryland
$790K -$120K -817 -12%
BHBT
909
Burke & Herbert Bank & Trust
Virginia
$789K – – –
MCA
910
MSH Capital Advisors
Arizona
$788K +$510K +3,482 +155%
WGC
911
Watts Gwilliam & Co
Arizona
$787K -$5.56K -38 -0.7%
SWP
912
Strategic Wealth Partners
Ohio
$786K +$570K +3,898 +266%
FCBT
913
First Citizens Bank & Trust
North Carolina
$783K -$8.2K -56 -1%
SC
914
SouthState Corp
Florida
$781K +$143K +976 +21%
SFG
915
Shum Financial Group
California
$778K -$2.49K -17 -0.3%
HW
916
Hancock Whitney
Mississippi
$778K -$86.8K -593 -9%
QPWM
917
Quadrant Private Wealth Management
Pennsylvania
$775K +$1.76K +12 +0.2%
PCA
918
Providence Capital Advisors
North Carolina
$770K +$74.6K +510 +10%
FA
919
Fountainhead AM
New Jersey
$770K +$374K +2,555 +84%
EWA
920
EverSource Wealth Advisors
Alabama
$770K +$53.4K +365 +7%
UBG
921
United Bank (Georgia)
Georgia
$769K +$818K +5,593 New
CCWM
922
Cassaday & Co Wealth Management
Virginia
$768K -$16.5K -113 -2%
FP
923
Fiduciary Planning
Florida
$764K -$511K -3,491 -39%
PG
924
Patten Group
Tennessee
$764K +$119K +815 +17%
BSHC
925
Breed's Hill Capital
Massachusetts
$762K – – –
35 36
37
38 39