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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
951
Shufro Rose & Co
New York
$767K – – –
BWP
952
Balboa Wealth Partners
Arizona
$765K -$5.3K -35 -0.7%
PIA
953
Panoramic Investment Advisors
Colorado
$762K +$750K +4,950 New
CCM
954
Chilton Capital Management
Texas
$762K -$10.9K -72 -1%
FI
955
Financial Insights
Washington
$760K +$106K +700 +17%
OC
956
Opinicus Capital
Florida
$759K +$6.06K +40 +0.8%
AWA
957
Arete Wealth Advisors
Illinois
$757K -$46.4K -306 -6%
BFS
958
Bradley Foster & Sargent
Connecticut
$755K +$4.55K +30 +0.6%
HR
959
Howe & Rusling
New York
$754K +$100K +662 +16%
TCMP
960
Thrive Capital Management (Pennsylvania)
Pennsylvania
$754K -$102K -674 -12%
NAS
961
NWF Advisory Services
California
$752K +$758 +5 +0.1%
CPA
962
Court Place Advisors
Maryland
$752K -$60.5K -399 -8%
EHC
963
Everett Harris & Co
California
$751K – – –
MWM
964
Mission Wealth Management
California
$743K +$99.7K +658 +16%
HFW
965
Horizon Family Wealth
Illinois
$739K -$64.4K -425 -8%
ATC
966
Adirondack Trust Company
New York
$738K +$41.5K +274 +6%
CICC
967
Capital Investment Counsel (Colorado)
Colorado
$737K +$140K +924 +24%
RFA
968
RTD Financial Advisors
Pennsylvania
$737K – – –
SFP
969
Shepherd Financial Partners
Massachusetts
$736K +$15.2K +100 +2%
BB
970
Burford Brothers
Texas
$734K -$210K -1,387 -23%
APIM
971
Agate Pass Investment Management
Washington
$734K -$16.8K -111 -2%
EPM
972
Elm Partners Management
Pennsylvania
$733K +$273K +1,798 +61%
SCM
973
Stevens Capital Management
Pennsylvania
$730K +$718K +4,740 New
AT
974
Arlington Trust
Alabama
$730K – – –
PG
975
Patten Group
Tennessee
$730K -$20K -132 -3%
37 38
39
40 41