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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
976
Chicago Partners Investment Group
Illinois
$693K +$128K +878 +21%
LC
977
Luminist Capital
Michigan
$692K +$22.8K +157 +3%
FCP
978
Fidelis Capital Partners
Florida
$689K -$4.5K -31 -0.6%
HR
979
Howe & Rusling
New York
$684K +$26.7K +184 +4%
LSPW
980
Lake Street Private Wealth
Illinois
$683K -$1.02K -7 -0.1%
PFM
981
Peak Financial Management
Massachusetts
$683K +$176K +1,210 +35%
MF
982
Meridian Financial
Massachusetts
$681K +$11.8K +81 +2%
JFGIW
983
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$677K -$120K -824 -15%
IAS
984
Investment Advisory Services
Texas
$676K -$6.54K -45 -1%
IA
985
Insight Advisors
Pennsylvania
$675K -$3.63K -25 -0.5%
ACS
986
Archford Capital Strategies
Illinois
$674K +$20K +138 +3%
SAM
987
Sequent Asset Management
Texas
$674K – – –
BGC
988
Beutel, Goodman & Co
Ontario, Canada
$674K +$671K +4,622 New
BFO
989
Biltmore Family Office
North Carolina
$673K +$23.2K +160 +4%
SIG
990
Spinnaker Investment Group
California
$673K +$318K +2,189 +90%
CT
991
Caldwell Trust
Florida
$673K +$108K +742 +19%
SFP
992
Shepherd Financial Partners
Massachusetts
$672K -$53.3K -367 -7%
NP
993
NorthRock Partners
Minnesota
$671K +$30.4K +209 +5%
GWM
994
GK Wealth Management
Nevada
$668K +$351K +2,417 +112%
MWA
995
Meridian Wealth Advisors
Texas
$667K -$5.81K -40 -0.9%
FPAS
996
Focus Partners Advisor Solutions
Missouri
$666K +$71.6K +493 +12%
IIA
997
Integral Investment Advisors
California
$665K +$14.5K +100 +2%
BWP
998
Balboa Wealth Partners
Arizona
$663K -$16.7K -115 -2%
GEA
999
Glen Eagle Advisors
New Jersey
$662K +$47.9K +330 +8%
ERWM
1000
Elk River Wealth Management
Colorado
$660K +$28K +193 +4%
38 39
40
41 42