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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
926
Kingswood Wealth Advisors
California
$780K -$146K -1,019 -16%
CTC
927
Central Trust Company
Missouri
$778K -$4.02K -28 -0.5%
GFPC
928
Global Financial Private Client
Florida
$777K +$17.9K +125 +2%
HFW
929
Horizon Family Wealth
Illinois
$769K -$244K -1,704 -25%
MA
930
MKT Advisors
California
$767K – – –
VI
931
VanderPol Investments
Michigan
$766K -$106K -740 -12%
OWM
932
OneAscent Wealth Management
Alabama
$766K +$266K +1,853 +56%
PG
933
Patten Group
Tennessee
$766K +$3.3K +23 +0.4%
SFP
934
Strategic Financial Partners
Oregon
$766K -$13.6K -95 -2%
ACS
935
Archford Capital Strategies
Illinois
$758K -$34.4K -240 -4%
DIM
936
DLK Investment Management
California
$758K +$35.1K +245 +5%
HWA
937
Heritage Wealth Advisors
Virginia
$757K – – –
NPT
938
National Philanthropic Trust
Pennsylvania
$755K -$4.73K -33 -0.6%
MGWM
939
Marks Group Wealth Management
Minnesota
$755K +$36.3K +253 +5%
CMI
940
Clare Market Investments
Texas
$750K +$53.8K +375 +8%
SRC
941
Shufro Rose & Co
New York
$748K +$54.5K +380 +8%
MIFH
942
Migdal Insurance & Financial Holdings
Israel
$741K -$2.55M -17,763 -78%
PWW
943
Pettyjohn Wood & White
Virginia
$741K +$94K +655 +15%
MLL
944
Moody Lynn & Lieberson
Massachusetts
$739K – – –
GI
945
GAMCO Investors
Connecticut
$739K – – –
GC
946
Gruss & Co
Florida
$739K +$143K +1,000 +25%
BSW
947
Buckingham Strategic Wealth
Missouri
$738K -$106K -739 -13%
SC
948
SouthState Corp
Florida
$736K – – –
BFO
949
Biltmore Family Office
North Carolina
$736K – – –
JCFM
950
JBR Co Financial Management
Oklahoma
$734K -$32.7K -228 -4%
36 37
38
39 40