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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
926
Sunbelt Securities
Texas
$476K -$3.84K -29 -0.8%
AAMA
927
Advanced Asset Management Advisors
Ohio
$474K +$6.62K +50 +1%
SSWG
928
Seven Springs Wealth Group
Tennessee
$472K -$24.5K -185 -5%
BFS
929
Bradley Foster & Sargent
Connecticut
$472K +$44.1K +333 +11%
OBWG
930
Onyx Bridge Wealth Group
New York
$471K -$26.9K -203 -5%
OIA
931
OneDigital Investment Advisors
Kansas
$470K +$84.7K +640 +23%
RCS
932
Retirement Capital Strategies
California
$468K – – –
AGA
933
Arkos Global Advisors
Texas
$467K -$29.4K -222 -6%
CIM
934
Contravisory Investment Management
Massachusetts
$467K +$125K +943 +38%
QPWM
935
Quadrant Private Wealth Management
Pennsylvania
$466K -$14K -106 -3%
PFM
936
Peak Financial Management
Massachusetts
$464K – – –
DP
937
DDD Partners
Washington
$464K +$39.7K +300 +10%
CFAM
938
Coury Firm Asset Management
Pennsylvania
$461K +$235K +1,772 +111%
TA
939
TrueWealth Advisors
Alabama
$460K – – –
JIP
940
Jaffetilchin Investment Partners
Florida
$459K -$2.91K -22 -0.6%
TDC
941
Thompson Davis & Co
Virginia
$454K +$47.7K +360 +12%
MSFS
942
Main Street Financial Solutions
Pennsylvania
$453K -$101K -763 -19%
YWP
943
YorkBridge Wealth Partners
New York
$452K – – –
PFSC
944
Peoples Financial Services Corp
Pennsylvania
$451K +$39.2K +296 +10%
FT
945
Fiduciary Trust
Massachusetts
$447K +$2.65K +20 +0.6%
WSCM
946
Wellington Shields Capital Management
New York
$447K +$6.62K +50 +2%
WAM
947
WealthTrust Asset Management
Florida
$443K +$1.59K +12 +0.4%
5SA
948
5th Street Advisors
Connecticut
$442K +$427K +3,225 New
SPFA
949
Summit Place Financial Advisors
New Jersey
$439K -$79.4K -600 -16%
MA
950
MUFG Americas
New York
$437K +$4.37K +33 +1%
36 37
38
39 40