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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
951
Biltmore Family Office
North Carolina
$781K +$65.6K +438 +10%
AIS
952
Advocate Investing Services
Maryland
$780K +$755K +5,040 New
MA
953
Montag & Associates
Georgia
$779K +$385K +2,573 +105%
IWP
954
Insight Wealth Partners
Texas
$779K -$13.5K -90 -2%
HR
955
Howe & Rusling
New York
$778K -$17.4K -116 -2%
HWA
956
Hillcrest Wealth Advisors
New Jersey
$774K -$524K -3,500 -41%
BAM
957
Broyhill Asset Management
North Carolina
$774K – – –
LP
958
LMR Partners
United Kingdom
$774K +$749K +5,000 New
FLPIM
959
F.L. Putnam Investment Management
Massachusetts
$773K +$346K +2,307 +86%
VFP
960
Vilga Financial Planning
New Jersey
$771K +$746K +4,980 New
PA
961
Parallel Advisors
California
$768K +$26.1K +174 +4%
IDA
962
Intelligence Driven Advisers
California
$767K +$22.8K +152 +3%
CIM
963
Cambria Investment Management
California
$765K +$51.5K +344 +7%
NFG
964
Northbridge Financial Group
Florida
$762K +$737K +4,919 New
ISFAN
965
Investor's Fiduciary Advisor Network
Washington
$761K -$44.8K -299 -6%
PCFFS
966
Pacific Center for Financial Services
California
$760K – – –
RFN
967
RDA Financial Network
Iowa
$759K +$266K +1,773 +57%
IFWM
968
Institute for Wealth Management
Colorado
$758K +$280K +1,867 +62%
CWM
969
Chicago Wealth Management
Illinois
$758K +$105K +702 +17%
AMG
970
APS Management Group
California
$757K -$30.4K -203 -4%
KP
971
Keel Point
Alabama
$754K – – –
NCM
972
Novare Capital Management
North Carolina
$754K +$184K +1,227 +34%
FCP
973
Fidelis Capital Partners
Florida
$753K +$27.9K +186 +4%
AFS
974
Access Financial Services
Minnesota
$752K -$1.36M -9,096 -65%
ATC
975
Argent Trust Co
Tennessee
$752K -$68.3K -456 -9%
37 38
39
40 41