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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
926
Kessler Investment Group
Indiana
$446K -$451K -3,398 -52%
PFO
927
Pathstone Family Office
New Jersey
$446K – – –
KCFA
928
Key Client Fiduciary Advisors
New Jersey
$446K +$420K +3,166 New
MA
929
MUFG Americas
New York
$445K -$132K -997 -24%
CFS
930
CRA Financial Services
New Jersey
$441K +$36K +271 +9%
CC
931
Corsicana & Co
Texas
$440K -$49.1K -370 -11%
BFS
932
Bradley Foster & Sargent
Connecticut
$439K +$49K +369 +13%
BCA
933
Bay Colony Advisors
Massachusetts
$439K +$120K +901 +41%
KPWG
934
KFA Private Wealth Group
Virginia
$438K +$18.1K +136 +5%
ACP
935
Ashfield Capital Partners
California
$436K – – –
DP
936
DDD Partners
Washington
$435K +$410K +3,090 New
CTC
937
Central Trust Company
Missouri
$434K +$67.3K +507 +20%
MCM
938
Maryland Capital Management
Maryland
$433K – – –
HWA
939
HCR Wealth Advisors
California
$431K -$8.63K -65 -2%
AFP
940
Ausdal Financial Partners
Iowa
$429K +$18.9K +142 +5%
BFP
941
Briaud Financial Planning
Texas
$425K +$401K +3,022 New
IAA
942
Ironsides Asset Advisors
North Carolina
$423K -$199K -1,500 -33%
LSA
943
Lion Street Advisors
Texas
$423K – – –
JSC
944
Jackson Square Capital
California
$423K +$42.5K +320 +12%
PFSC
945
Peoples Financial Services Corp
Pennsylvania
$422K +$3.32K +25 +0.8%
LWANC
946
Laurel Wealth Advisors (North Carolina)
North Carolina
$421K – – –
WMG
947
WESCAP Management Group
California
$420K +$36.4K +274 +10%
PWM
948
PRW Wealth Management
Massachusetts
$419K +$1.86K +14 +0.5%
TDC
949
Thompson Davis & Co
Virginia
$416K +$392K +2,953 New
IAMOG
950
Investors Asset Management of Georgia
Georgia
$411K +$14.1K +106 +4%
36 37
38
39 40