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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
926
Loudon Investment Management
New Hampshire
$322K +$334K +2,527 New
SC
927
Soundwatch Capital
Connecticut
$322K +$334K +2,528 New
IWP
928
Icon Wealth Partners
Texas
$316K -$23.3K -176 -7%
FPCP
929
Fort Point Capital Partners
California
$314K +$326K +2,470 New
TPW
930
TL Private Wealth
Texas
$312K +$925 +7 +0.3%
FHB
931
First Hawaiian Bank
Hawaii
$311K – – –
CIM
932
Contravisory Investment Management
Massachusetts
$307K -$117K -884 -27%
WA
933
Waverly Advisors
Alabama
$306K -$12.6K -95 -4%
BBPWM
934
Blue Bell Private Wealth Management
Pennsylvania
$306K – – –
OAM
935
Occidental Asset Management
California
$306K +$28.4K +215 +10%
HCP
936
Hexagon Capital Partners
Arkansas
$305K -$8.19K -62 -3%
BWA
937
BlueSky Wealth Advisors
North Carolina
$305K – – –
PP
938
Patron Partners
Texas
$304K +$13.2K +100 +4%
GFS
939
GYL Financial Synergies
Connecticut
$303K -$94K -711 -23%
CFO
940
CVA Family Office
Colorado
$302K -$6.48K -49 -2%
DY
941
Dowling & Yahnke
California
$302K +$9.38K +71 +3%
ML
942
McAdam LLC
Pennsylvania
$301K +$19.7K +149 +7%
VCM
943
Vivaldi Capital Management
Illinois
$297K -$92K -696 -23%
NSIM
944
North Star Investment Management
Illinois
$297K +$38.6K +292 +14%
MPWT
945
MassMutual Private Wealth & Trust
Connecticut
$297K +$71.4K +540 +30%
PJSIMP
946
P.J. Schmidt Investment Management (PJS)
Wisconsin
$295K – – –
BWCS
947
Beirne Wealth Consulting Services
Connecticut
$295K +$43K +325 +16%
CRWM
948
Castle Rock Wealth Management
California
$294K +$32.8K +248 +13%
AG
949
Appleton Group
Wisconsin
$292K -$1.98K -15 -0.6%
LBD
950
Landsberg Bennett & Dubbaneh
Florida
$291K -$10.4K -79 -3%
36 37
38
39 40