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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
926
Carret Asset Management
New York
$744K +$66K +428 +9%
FCBT
927
First Citizens Bank & Trust
North Carolina
$744K -$25.1K -163 -3%
HIP
928
HUB Investment Partners
Texas
$742K +$518K +3,359 +197%
SSA
929
SSA Swiss Advisors
$742K +$310K +2,011 +66%
NPT
930
National Philanthropic Trust
Pennsylvania
$740K -$384K -2,487 -33%
AIS
931
Advocate Investing Services
Maryland
$739K – – –
DIP
932
DT Investment Partners
Pennsylvania
$739K -$32.7K -212 -4%
SP
933
Stonebrook Private
Michigan
$738K -$4.47K -29 -0.6%
NFG
934
Northbridge Financial Group
Florida
$734K +$6.63K +43 +0.9%
BAM
935
Broyhill Asset Management
North Carolina
$733K – – –
HWA
936
Hillcrest Wealth Advisors
New Jersey
$733K – – –
LP
937
LMR Partners
United Kingdom
$733K – – –
TI
938
Tidal Investments
Wisconsin
$733K +$771K +5,000 New
IWP
939
Insight Wealth Partners
Texas
$732K -$5.55K -36 -0.7%
AA
940
Acorns Advisers
California
$729K +$90.9K +589 +13%
KJWM
941
Kiley Juergens Wealth Management
Washington
$726K +$764K +4,951 New
ISFAN
942
Investor's Fiduciary Advisor Network
Washington
$719K -$1.85K -12 -0.2%
DP
943
Dearborn Partners
Illinois
$716K +$80.2K +520 +12%
CA
944
Clearstead Advisors
Ohio
$715K +$248K +1,609 +49%
MAM
945
Milestone Asset Management
Pennsylvania
$714K -$258K -1,673 -26%
LIA
946
Lynx Investment Advisory
District of Columbia
$713K -$83.1K -539 -10%
SMDAM
947
Sumitomo Mitsui DS Asset Management
Japan
$707K +$744K +4,823 New
FLPIM
948
F.L. Putnam Investment Management
Massachusetts
$706K -$27.1K -176 -4%
CIM
949
Contravisory Investment Management
Massachusetts
$705K +$180K +1,170 +32%
BWP
950
Balboa Wealth Partners
Arizona
$705K +$20.7K +134 +3%
36 37
38
39 40