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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1026
Outlook Wealth Advisors
Texas
$231K +$6.08K +46 +3%
HA
1027
Hamel Associates
New Jersey
$231K +$9.91K +75 +4%
CTFG
1028
Capstone Triton Financial Group
Oklahoma
$231K +$19K +144 +9%
HFS
1029
Howard Financial Services
Texas
$230K -$26.2K -198 -10%
PFM
1030
Parsec Financial Management
North Carolina
$229K +$9.25K +70 +4%
CAL
1031
Capital Advisors Ltd
Ohio
$229K +$73.4K +555 +45%
GGS
1032
Galvin Gaustad & Stein
Arizona
$227K -$391K -2,958 -62%
NCM
1033
Novare Capital Management
North Carolina
$227K – – –
ASBI
1034
American State Bank (Iowa)
Iowa
$225K – – –
ACM
1035
Advisors Capital Management
New Jersey
$225K +$1.06K +8 +0.5%
DP
1036
Dearborn Partners
Illinois
$225K +$13.2K +100 +6%
SW
1037
StrongBox Wealth
Missouri
$224K -$22.9K -173 -9%
TCM
1038
Traynor Capital Management
Pennsylvania
$224K +$9.38K +71 +4%
PLFAM
1039
Pineno Levin & Ford Asset Management
Virginia
$223K – – –
WA
1040
WealthTrust Axiom
Pennsylvania
$223K – – –
CCM
1041
Crossvault Capital Management
Texas
$223K +$1.32K +10 +0.6%
ICP
1042
Interchange Capital Partners
Pennsylvania
$223K +$232K +1,752 New
CAM
1043
Carret Asset Management
New York
$222K – – –
CFG
1044
Citizens Financial Group
Rhode Island
$222K +$230K +1,740 New
CWM
1045
Concentric Wealth Management
California
$220K -$39.6K -300 -15%
SDWIA
1046
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$219K – – –
MA
1047
MONECO Advisors
Connecticut
$217K +$225K +1,704 New
CQS
1048
Credential Qtrade Securities
$216K -$46.7K -353 -17%
CBN
1049
Cadence Bank NA
Texas
$216K – – –
CAMG
1050
CWA Asset Management Group
Florida
$216K +$224K +1,697 New
40 41
42
43 44