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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
1001
World Equity Group
Illinois
$457K +$39.8K +300 +9%
MA
1002
Montag & Associates
Georgia
$456K +$21.9K +165 +5%
SSWM
1003
Sheets Smith Wealth Management
North Carolina
$455K +$54.4K +410 +13%
BLC
1004
Brown, Lisle/Cummings
Rhode Island
$454K – – –
GFG
1005
Greystone Financial Group
Michigan
$454K -$137K -1,030 -23%
HCM
1006
Highview Capital Management
Illinois
$452K +$8.23K +62 +2%
UOTTAIMCU
1007
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$451K +$465K +3,506 New
OAM
1008
Occidental Asset Management
California
$451K -$10.5K -79 -2%
EFM
1009
Eley Financial Management
Vermont
$451K – – –
PWP
1010
Pursue Wealth Partners
California
$451K – – –
FHC
1011
First Heartland Consultants
Missouri
$449K -$17.7K -133 -4%
PCG
1012
Prosperity Consulting Group
Maryland
$449K +$463K +3,485 New
CFS
1013
CRA Financial Services
New Jersey
$448K +$11.3K +85 +3%
UFA
1014
US Financial Advisors
Massachusetts
$448K -$929 -7 -0.2%
LL
1015
LPWM LLC
Minnesota
$446K -$15.9K -120 -3%
HSA
1016
HBK Sorce Advisory
Pennsylvania
$446K +$8.23K +62 +2%
CB
1017
Community Bank
New York
$445K +$12.2K +92 +3%
DFG
1018
Delta Financial Group
New Jersey
$444K +$531 +4 +0.1%
CA
1019
Crewe Advisors
Utah
$443K +$531 +4 +0.1%
SIC
1020
Sigma Investment Counselors
Michigan
$443K +$78.2K +589 +21%
QPWM
1021
Quadrant Private Wealth Management
Pennsylvania
$441K -$315K -2,373 -41%
PFM
1022
Peak Financial Management
Massachusetts
$439K -$5.71K -43 -1%
DP
1023
DDD Partners
Washington
$439K – – –
MG
1024
Mather Group
Illinois
$437K -$303K -2,286 -40%
MPCL
1025
My Personal CFO LLC
Washington
$435K -$797 -6 -0.2%
39 40
41
42 43