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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1001
Hazlett, Burt & Watson
West Virginia
$468K +$10.8K +82 +2%
AWM
1002
Avior Wealth Management
Nebraska
$465K -$96K -728 -17%
FG
1003
Fiduciary Group
Georgia
$465K -$16.9K -128 -4%
AIA
1004
Ally Invest Advisors
North Carolina
$465K +$73.3K +556 +19%
PWP
1005
Pursue Wealth Partners
California
$465K -$198K -1,500 -30%
MWM
1006
Modera Wealth Management
New Jersey
$464K +$220K +1,670 +91%
UFA
1007
US Financial Advisors
Massachusetts
$463K +$23.7K +180 +5%
EFM
1008
Eley Financial Management
Vermont
$461K – – –
T
1009
TNF
Montana
$461K -$7.91K -60 -2%
SRSA
1010
S.R. Schill & Associates
Washington
$459K -$29.8K -226 -6%
PFM
1011
Peak Financial Management
Massachusetts
$458K – – –
DFG
1012
Delta Financial Group
New Jersey
$458K +$454K +3,447 New
LWA
1013
Lowe Wealth Advisors
Maryland
$458K -$56.7K -430 -11%
RSA
1014
River Street Advisors
Illinois
$458K -$92.9K -705 -17%
HCM
1015
Highview Capital Management
Illinois
$458K +$56.6K +429 +14%
EP
1016
Edgestream Partners
New Jersey
$456K +$453K +3,436 New
CA
1017
Crewe Advisors
Utah
$456K +$1.58K +12 +0.4%
HSA
1018
HBK Sorce Advisory
Pennsylvania
$452K -$21.9K -166 -5%
CFS
1019
CRA Financial Services
New Jersey
$450K -$6.86K -52 -2%
WIA
1020
Westbourne Investment Advisors
Maryland
$450K +$10.7K +81 +2%
DP
1021
DDD Partners
Washington
$450K – – –
CPIG
1022
Chicago Partners Investment Group
Illinois
$450K +$66.6K +505 +18%
MPCL
1023
My Personal CFO LLC
Washington
$450K +$114K +862 +34%
MA
1024
Montag & Associates
Georgia
$448K -$31.1K -236 -7%
AAMA
1025
Advanced Asset Management Advisors
Ohio
$448K +$18.1K +137 +4%
39 40
41
42 43