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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
1001
Investment Partners Asset Management
New Jersey
$582K +$555K +4,267 New
MF
1002
Meridian Financial
Massachusetts
$580K +$26K +200 +5%
KF
1003
KKM Financial
Illinois
$579K +$552K +4,242 New
ACG
1004
Allen Capital Group
Nebraska
$577K -$133K -1,025 -19%
TA
1005
TrueWealth Advisors
Alabama
$577K +$8.33K +64 +2%
WMG
1006
WESCAP Management Group
California
$576K -$48.7K -374 -8%
PSF
1007
Pacific Sun Financial
California
$575K +$51K +392 +10%
VWM
1008
Valley Wealth Managers
New Jersey
$575K -$3.59M -27,591 -87%
RIA
1009
RPG Investment Advisory
California
$565K -$5.07K -39 -0.9%
RPWA
1010
Regent Peak Wealth Advisors
Georgia
$565K -$67K -515 -11%
FPGK
1011
Financial Partners Group (Kansas)
Kansas
$559K +$911 +7 +0.2%
SBIA
1012
Sheaff Brock Investment Advisors
Indiana
$558K +$19.8K +152 +4%
PFS
1013
Prospect Financial Services
New York
$557K +$531K +4,083 New
WCF
1014
West Coast Financial
California
$554K – – –
IFWM
1015
Institute for Wealth Management
Colorado
$548K +$130 +1 +0%
EDRH
1016
Edmond de Rothschild Holding
Switzerland
$547K -$142K -1,090 -21%
GC
1017
Gruss & Co
Florida
$546K +$520K +4,000 New
CIA
1018
Cladis Investment Advisory
Montana
$543K +$130K +1,000 +34%
UFF
1019
USA Financial Formulas
Michigan
$543K +$390K +2,997 +304%
BFS
1020
Bradley Foster & Sargent
Connecticut
$543K +$33.6K +258 +7%
MCM
1021
Manchester Capital Management
Vermont
$541K – – –
1CP
1022
17 Capital Partners
Arizona
$541K +$516K +3,966 New
PFM
1023
Peak Financial Management
Massachusetts
$541K +$72.2K +555 +16%
GWP
1024
Gateway Wealth Partners
Wisconsin
$541K -$3.51M -27,016 -87%
GWM
1025
Greenwich Wealth Management
Connecticut
$540K – – –
39 40
41
42 43