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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
926
Castle Rock Wealth Management
California
$260K +$30.9K +252 +15%
RMAM
927
Raab & Moskowitz Asset Management
New Jersey
$259K -$23.7K -193 -9%
CQS
928
Credential Qtrade Securities
$258K -$6.37K -52 -2%
KIG
929
Kowal Investment Group
Wisconsin
$258K +$251K +2,045 New
WA
930
Wealth Architects
California
$258K +$251K +2,052 New
NSIM
931
North Star Investment Management
Illinois
$257K +$123 +1 +0%
TCOO
932
Trust Company of Oklahoma
Oklahoma
$256K -$408K -3,330 -62%
CWM
933
Concentric Wealth Management
California
$255K -$12.3K -100 -5%
PIMG
934
Patriot Investment Management Group
Tennessee
$255K – – –
NB
935
Northwest Bancshares
Pennsylvania
$255K +$1.47K +12 +0.6%
TWM
936
TriaGen Wealth Management
California
$254K -$2.45K -20 -1%
PHS
937
Pekin Hardy Strauss
Illinois
$254K – – –
HFS
938
Howard Financial Services
Texas
$253K -$15.4K -126 -6%
BWCS
939
Beirne Wealth Consulting Services
Connecticut
$252K – – –
FM
940
Family Management
New York
$252K – – –
SAMT
941
Select Asset Management & Trust
Pennsylvania
$252K – – –
WAM
942
Wolverine Asset Management
Illinois
$251K -$2.26M -18,400 -90%
VWA
943
V Wealth Advisors
Kansas
$251K +$246K +2,008 New
PGAM
944
Princeton Global Asset Management
New Jersey
$249K -$7.35K -60 -3%
1WA
945
180 Wealth Advisors
Washington
$249K – – –
CSPIA
946
Cary Street Partners Investment Advisory
Virginia
$249K +$12.6K +103 +5%
PWW
947
Pettyjohn Wood & White
Virginia
$247K +$26.4K +215 +12%
AC
948
Avestar Capital
New York
$245K – – –
SW
949
StrongBox Wealth
Missouri
$244K -$45.1K -368 -16%
BBNA
950
Bremer Bank National Association
Minnesota
$243K – – –
36 37
38
39 40