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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
951
Investors Asset Management of Georgia
Georgia
$437K +$36.1K +273 +9%
BPWM
952
Badgley Phelps Wealth Managers
Washington
$432K -$131K -990 -24%
AL
953
Aspiriant LLC
California
$431K +$225K +1,700 +117%
WC
954
Whitney & Co
New York
$429K +$415K +3,131 New
FMWA
955
Forvis Mazars Wealth Advisors
Missouri
$429K +$415K +3,133 New
CC
956
Corsicana & Co
Texas
$427K – – –
KTC
957
Kistler-Tiffany Companies
Pennsylvania
$424K -$76.4K -577 -16%
ACP
958
Ashfield Capital Partners
California
$423K -$794 -6 -0.2%
WMS
959
Wealth Management Solutions
Pennsylvania
$420K -$96.4K -728 -19%
BOTW
960
Bank of the West
California
$419K -$15.5K -117 -4%
ML
961
McAdam LLC
Pennsylvania
$419K +$83.5K +631 +26%
VFA
962
Voya Financial Advisors
Connecticut
$415K -$79.4K -600 -17%
DY
963
Dowling & Yahnke
California
$415K +$86.5K +653 +28%
CAL
964
Capital Advisors Ltd
Ohio
$414K +$20.3K +153 +5%
LL
965
LPWM LLC
Minnesota
$414K +$105K +791 +37%
MCM
966
Maryland Capital Management
Maryland
$413K -$7.55K -57 -2%
BFP
967
Briaud Financial Planning
Texas
$413K – – –
VR
968
Viridian RIA
Washington
$412K -$420K -3,171 Closed
FAT
969
First American Trust
California
$412K -$45.3K -342 -10%
MWM
970
Modera Wealth Management
New Jersey
$412K +$131K +992 +49%
IAA
971
Ironsides Asset Advisors
North Carolina
$411K – – –
AF
972
Allworth Financial
California
$411K +$151K +1,141 +61%
LWANC
973
Laurel Wealth Advisors (North Carolina)
North Carolina
$410K – – –
CFS
974
CRA Financial Services
New Jersey
$409K -$19.9K -150 -5%
HWA
975
HCR Wealth Advisors
California
$409K -$9.93K -75 -2%
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