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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
926
Castleview Partners
Texas
$684K -$1.3M -9,981 -67%
EFS
927
Econ Financial Services
Pennsylvania
$683K +$1.56K +12 +0.2%
MLL
928
Moody Lynn & Lieberson
Massachusetts
$683K – – –
EL
929
EMFO LLC
Florida
$682K – – –
GI
930
GAMCO Investors
Connecticut
$682K – – –
VFA
931
Voya Financial Advisors
Connecticut
$682K -$356K -2,733 -35%
VCA
932
Verdence Capital Advisors
Maryland
$682K +$31.1K +239 +5%
SC
933
SouthState Corp
Florida
$680K – – –
BFO
934
Biltmore Family Office
North Carolina
$679K – – –
AWM
935
Able Wealth Management
New Jersey
$677K +$646K +4,963 New
AWM
936
Axxcess Wealth Management
California
$676K +$645K +4,959 New
WTG
937
West Tower Group
Virginia
$676K +$492K +3,784 +323%
PIA
938
Panoramic Investment Advisors
Colorado
$675K – – –
RFA
939
RTD Financial Advisors
Pennsylvania
$675K +$53.2K +409 +9%
UWS
940
Unique Wealth Strategies
Illinois
$675K +$643K +4,946 New
BF
941
BOK Financial
Oklahoma
$672K -$416K -3,199 -39%
CC
942
Cypress Capital
Tennessee
$668K -$379K -2,910 -37%
DIM
943
DLK Investment Management
California
$666K +$635K +4,885 New
EHC
944
Everett Harris & Co
California
$665K – – –
SFG
945
Summit Financial Group
West Virginia
$663K -$82K -630 -11%
MGWM
946
Marks Group Wealth Management
Minnesota
$662K +$127K +977 +25%
IAS
947
Investment Advisory Services
Texas
$661K +$106K +818 +20%
JAG
948
Journey Advisory Group
Kentucky
$659K -$246K -1,888 -28%
MA
949
MONECO Advisors
Connecticut
$657K -$54.4K -418 -8%
APIM
950
Agate Pass Investment Management
Washington
$656K +$17.8K +137 +3%
36 37
38
39 40