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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWILP
951
Kiwi Wealth Investments Limited Partnership
New Zealand
$691K -$313K -2,359 -32%
TWM
952
Tradition Wealth Management
Minnesota
$689K +$5.83K +44 +0.9%
RPWA
953
Regent Peak Wealth Advisors
Georgia
$686K -$68.5K -517 -9%
GI
954
GAMCO Investors
Connecticut
$679K – – –
BSG
955
Black Swift Group
Colorado
$679K +$663K +5,000 New
MLL
956
Moody Lynn & Lieberson
Massachusetts
$679K – – –
FLPIM
957
F.L. Putnam Investment Management
Massachusetts
$677K +$358K +2,701 +118%
BFO
958
Biltmore Family Office
North Carolina
$677K – – –
SFP
959
Strategic Financial Partners
Oregon
$676K – – –
MA
960
Montag & Associates
Georgia
$674K +$60K +453 +10%
PCA
961
Personal Capital Advisors
California
$671K -$1.46K -11 -0.2%
AF
962
Alerus Financial
North Dakota
$671K -$9.51M -71,737 -94%
MSFS
963
Main Street Financial Solutions
Pennsylvania
$669K +$86.7K +654 +15%
PFA
964
Pettinga Financial Advisors
Indiana
$666K -$694K -5,235 -52%
SCA
965
Sage Capital Advisors
South Dakota
$662K +$32.3K +244 +5%
MWA
966
Meridian Wealth Advisors
Texas
$658K – – –
SIM
967
Sterling Investment Management
Arizona
$657K +$103K +775 +19%
PIA
968
Pinion Investment Advisors
Kansas
$656K +$101K +760 +19%
NCM
969
Novare Capital Management
North Carolina
$650K +$231K +1,743 +57%
EHC
970
Everett Harris & Co
California
$650K -$318K -2,400 -33%
JPLA
971
Joseph P. Lucia & Associates
New York
$641K -$25.2K -190 -4%
WMG
972
WESCAP Management Group
California
$641K +$172K +1,298 +38%
APIM
973
Agate Pass Investment Management
Washington
$639K – – –
IP
974
Intellectus Partners
California
$636K +$398 +3 +0.1%
SAM
975
Sequent Asset Management
Texas
$634K +$20.7K +156 +3%
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