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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1026
Burke & Herbert Bank & Trust
Virginia
$649K +$61.9K +416 +11%
PWM
1027
Penobscot Wealth Management
Maine
$645K +$44.8K +301 +8%
IPAM
1028
Investment Partners Asset Management
New Jersey
$642K +$14.9K +100 +3%
FWM
1029
FLP Wealth Management
Arkansas
$640K +$10.4K +70 +2%
IAS
1030
Investment Advisory Services
Texas
$639K +$28.7K +193 +5%
CC
1031
Cornerstone Capital
California
$639K +$599K +4,025 New
WAS
1032
Wealth Advisory Solutions
Indiana
$638K +$11.9K +80 +2%
NF
1033
Napier Financial
Massachusetts
$632K +$9.37K +63 +2%
LCG
1034
Lynx Capital Group
Ohio
$631K +$27.4K +184 +5%
NCM
1035
Noesis Capital Mangement
Florida
$631K -$3.42K -23 -0.6%
MWA
1036
MFA Wealth Advisors
Pennsylvania
$630K -$10.4M -70,240 -95%
NB
1037
Nicolet Bankshares
Wisconsin
$629K -$80.5K -541 -12%
KRAVCF
1038
Karnit Road Accident Victims Compensation Fund
$629K – – –
HW
1039
HORAN Wealth
Ohio
$628K +$161K +1,081 +38%
DCM
1040
Donaldson Capital Management
Indiana
$628K +$194K +1,304 +49%
FCIM
1041
Fairview Capital Investment Management
California
$627K +$123K +826 +26%
WCM
1042
WealthBridge Capital Management
Ohio
$626K -$91.3K -614 -13%
AIM
1043
Allen Investment Management
New York
$626K – – –
NAS
1044
NWF Advisory Services
California
$619K +$13.7K +92 +2%
CFCS
1045
CDM Financial Counseling Services
Connecticut
$618K +$149 +1 +0%
CA
1046
Crewe Advisors
Utah
$617K +$15.5K +104 +3%
RIA
1047
RPG Investment Advisory
California
$616K +$4.46K +30 +0.8%
KCFA
1048
Key Client Fiduciary Advisors
New Jersey
$615K +$1.04K +7 +0.2%
CCAM
1049
Cascades Capital Asset Management
North Carolina
$613K +$11.3K +76 +2%
CNWM
1050
Clay Northam Wealth Management
California
$608K – – –
40 41
42
43 44