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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CNWM
1001
Clay Northam Wealth Management
California
$581K -$7.95K -60 -1%
CNBT
1002
Cornerstone National Bank & Trust
Illinois
$574K +$5.04K +38 +0.9%
KP
1003
Keel Point
Alabama
$574K -$344K -2,598 -38%
IFWM
1004
Institute for Wealth Management
Colorado
$570K -$17.9K -135 -3%
GIM
1005
Goelzer Investment Management
Indiana
$569K -$56.5K -426 -9%
RSA
1006
River Street Advisors
Illinois
$564K +$550K +4,152 New
FCA
1007
FLC Capital Advisors
California
$558K – – –
GIA
1008
Guyasuta Investment Advisors
Pennsylvania
$557K +$289K +2,180 +114%
SBIA
1009
Sheaff Brock Investment Advisors
Indiana
$556K -$7.55K -57 -1%
FPGK
1010
Financial Partners Group (Kansas)
Kansas
$555K -$17.8K -134 -3%
NWMG
1011
National Wealth Management Group
Ohio
$553K -$378K -2,850 -41%
CT
1012
Caldwell Trust
Florida
$553K +$5.7K +43 +1%
PCM
1013
Parsons Capital Management
Rhode Island
$552K -$38.4K -290 -7%
TC
1014
Titleist Capital
Texas
$549K -$126K -949 -19%
GEM
1015
Global Endowment Management
North Carolina
$543K – – –
VPP
1016
Vertex Planning Partners
Illinois
$537K +$524K +3,953 New
AIM
1017
Allen Investment Management
New York
$536K -$17.2K -130 -3%
BFS
1018
Bradley Foster & Sargent
Connecticut
$535K – – –
RWM
1019
Ritholtz Wealth Management
New York
$534K -$192K -1,448 -27%
VWA
1020
V Wealth Advisors
Kansas
$532K -$1.01M -7,643 -66%
SW
1021
SkyOak Wealth
Michigan
$531K – – –
OSAM
1022
O'Shaughnessy Asset Management
Connecticut
$530K -$281K -2,117 -35%
PIA
1023
Panoramic Investment Advisors
Colorado
$530K +$517K +3,900 New
CWM
1024
Circle Wealth Management
New Jersey
$529K +$1.06K +8 +0.2%
ERIM
1025
Eagle Ridge Investment Management
Connecticut
$526K – – –
39 40
41
42 43