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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1001
Coldstream Capital Management
Washington
$584K -$291K -2,027 -34%
FWMM
1002
Foundation Wealth Management (Missouri)
Missouri
$584K +$575K +4,005 New
LWM
1003
Lodestone Wealth Management
Washington
$583K -$45.2K -315 -7%
GBWM
1004
Granite Bay Wealth Management
New Hampshire
$583K -$1.19M -8,329 -68%
EL
1005
EMFO LLC
Florida
$583K – – –
FCA
1006
FLC Capital Advisors
California
$583K – – –
MWM
1007
MGB Wealth Management
Texas
$582K +$287 +2 +0.1%
UOTTAIMCU
1008
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$581K – – –
SAG
1009
SageView Advisory Group
California
$579K +$570K +3,971 New
IPAM
1010
Investment Partners Asset Management
New Jersey
$578K – – –
CT
1011
Caldwell Trust
Florida
$576K +$2.58K +18 +0.5%
AIM
1012
Allen Investment Management
New York
$575K – – –
CA
1013
Crewe Advisors
Utah
$573K +$36.9K +257 +7%
WMG
1014
WESCAP Management Group
California
$572K +$143 +1 +0%
JIP
1015
Jaffetilchin Investment Partners
Florida
$572K -$16.4K -114 -3%
BBWP
1016
Beacon Bridge Wealth Partners
Pennsylvania
$570K +$97.4K +679 +21%
OCM
1017
Orleans Capital Management
Louisiana
$570K -$84.5K -589 -13%
SS
1018
Sunbelt Securities
Texas
$569K +$9.18K +64 +2%
SHA
1019
Seneca House Advisors
Virginia
$568K -$53.8K -375 -9%
OPW
1020
Oxler Private Wealth
New York
$568K -$4.88K -34 -0.9%
BFW
1021
Brady Family Wealth
Missouri
$566K -$2.44K -17 -0.4%
AFAS
1022
Acorn Financial Advisory Services
Virginia
$564K +$61.1K +426 +12%
BWM
1023
BCS Wealth Management
Tennessee
$564K -$45.8K -319 -8%
LA
1024
Lynch & Associates
Indiana
$564K – – –
CICC
1025
Capital Investment Counsel (Colorado)
Colorado
$563K -$296K -2,064 -35%
39 40
41
42 43