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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1026
Caldwell Trust
Florida
$652K -$47.2K -317 -7%
TRCT
1027
Tower Research Capital (TRC)
New York
$651K +$191K +1,282 +45%
FFA
1028
Founders Financial Alliance
North Carolina
$651K -$49.1K -330 -7%
WPW
1029
Waldron Private Wealth
Pennsylvania
$650K -$851K -5,720 -58%
BHBT
1030
Burke & Herbert Bank & Trust
Virginia
$649K +$61.9K +416 +11%
PWM
1031
Penobscot Wealth Management
Maine
$645K +$44.8K +301 +8%
IPAM
1032
Investment Partners Asset Management
New Jersey
$642K +$14.9K +100 +3%
FWM
1033
FLP Wealth Management
Arkansas
$640K +$10.4K +70 +2%
IAS
1034
Investment Advisory Services
Texas
$639K +$28.7K +193 +5%
CC
1035
Cornerstone Capital
California
$639K +$599K +4,025 New
WAS
1036
Wealth Advisory Solutions
Indiana
$638K +$11.9K +80 +2%
NF
1037
Napier Financial
Massachusetts
$632K +$9.37K +63 +2%
LCG
1038
Lynx Capital Group
Ohio
$631K +$27.4K +184 +5%
NCM
1039
Noesis Capital Mangement
Florida
$631K -$3.42K -23 -0.6%
MWA
1040
MFA Wealth Advisors
Pennsylvania
$630K -$10.4M -70,240 -95%
NB
1041
Nicolet Bankshares
Wisconsin
$629K -$80.5K -541 -12%
KRAVCF
1042
Karnit Road Accident Victims Compensation Fund
$629K – – –
HW
1043
HORAN Wealth
Ohio
$628K +$161K +1,081 +38%
DCM
1044
Donaldson Capital Management
Indiana
$628K +$194K +1,304 +49%
FCIM
1045
Fairview Capital Investment Management
California
$627K +$123K +826 +26%
WCM
1046
WealthBridge Capital Management
Ohio
$626K -$91.3K -614 -13%
AIM
1047
Allen Investment Management
New York
$626K – – –
NAS
1048
NWF Advisory Services
California
$619K +$13.7K +92 +2%
CFCS
1049
CDM Financial Counseling Services
Connecticut
$618K +$149 +1 +0%
CA
1050
Crewe Advisors
Utah
$617K +$15.5K +104 +3%
40 41
42
43 44