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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
951
Forvis Mazars Wealth Advisors
Missouri
$564K +$33.8K +250 +7%
TR
952
Tepp RIA
New Jersey
$563K -$791K -5,847 -59%
SP
953
Stablepoint Partners
Massachusetts
$558K -$202K -1,494 -27%
PCM
954
Ping Capital Management
New York
$557K – – –
FCM
955
Fourpath Capital Management
Oklahoma
$556K +$49.3K +364 +10%
SIC
956
Sigma Investment Counselors
Michigan
$556K +$93.9K +694 +21%
WAS
957
Wealth Advisory Solutions
Indiana
$555K +$3.25K +24 +0.6%
CPA
958
Court Place Advisors
Maryland
$555K +$135 +1 +0%
NCM
959
Noesis Capital Mangement
Florida
$553K -$31.4K -232 -6%
BFS
960
Bradley Foster & Sargent
Connecticut
$553K +$98.4K +727 +22%
BP
961
Ballentine Partners
Massachusetts
$553K -$10K -74 -2%
WC
962
Waterloo Capital
Texas
$550K -$35.6K -263 -6%
AIM
963
Allen Investment Management
New York
$549K – – –
IPAM
964
Investment Partners Asset Management
New Jersey
$548K +$9.47K +70 +2%
GAA
965
Global Assets Advisory
Florida
$544K +$67.5K +499 +15%
AA
966
Acorns Advisers
California
$543K +$95.4K +705 +22%
MF
967
Meridian Financial
Massachusetts
$543K -$122K -901 -19%
RIA
968
RPG Investment Advisory
California
$541K -$8.12K -60 -2%
BFW
969
Brady Family Wealth
Missouri
$540K – – –
CWM
970
Collaborative Wealth Management
Florida
$540K +$7.44K +55 +1%
PG
971
Patten Group
Tennessee
$540K -$31.3K -231 -6%
CA
972
Crewe Advisors
Utah
$539K +$10.6K +78 +2%
KCFA
973
Key Client Fiduciary Advisors
New Jersey
$537K +$18.1K +134 +4%
MSFP
974
Mark Sheptoff Financial Planning
Connecticut
$535K +$511K +3,775 +5,471%
EWM
975
Elevatus Welath Management
New York
$535K +$2.44K +18 +0.5%
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