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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1026
Castleview Partners
Texas
$562K -$493K -3,440 -47%
EWM
1027
Edge Wealth Management
New York
$560K +$551K +3,842 New
CDH
1028
Charles D. Hyman
$559K – – –
PFM
1029
Peak Financial Management
Massachusetts
$559K – – –
TFP
1030
Traction Financial Partners
Wyoming
$558K -$30K -209 -5%
UFA
1031
US Financial Advisors
Massachusetts
$553K -$11.6K -81 -2%
CFCI
1032
Comprehensive Financial Consultants Institutional
Indiana
$552K – – –
JWBC
1033
J.W. Burns & Co
New York
$551K +$28.1K +196 +5%
FLPIM
1034
F.L. Putnam Investment Management
Massachusetts
$551K +$244K +1,700 +82%
PWMAG
1035
Pinnacle Wealth Management Advisory Group
New Jersey
$550K – – –
IFWM
1036
Institute for Wealth Management
Colorado
$550K -$35.4K -247 -6%
SC
1037
Savant Capital
Illinois
$547K -$6.46K -45 -1%
RFA
1038
Rollins Financial Advisors
New York
$546K -$361K -2,516 -40%
GIM
1039
Goelzer Investment Management
Indiana
$546K -$27.8K -194 -5%
FMWA
1040
Forvis Mazars Wealth Advisors
Missouri
$545K -$4.45K -31 -0.8%
ACM
1041
Advisors Capital Management
New Jersey
$545K +$19.7K +137 +4%
GWM
1042
Greenwich Wealth Management
Connecticut
$541K +$143 +1 +0%
DFG
1043
Delta Financial Group
New Jersey
$541K +$13.2K +92 +3%
APW
1044
Aurora Private Wealth
New Jersey
$541K +$63.7K +444 +14%
CM
1045
Columbus Macro
Pennsylvania
$540K +$11K +77 +2%
WIA
1046
Wetzel Investment Advisors
Indiana
$539K +$14.1K +98 +3%
1CP
1047
17 Capital Partners
Arizona
$539K -$30.1K -210 -5%
SW
1048
SkyOak Wealth
Michigan
$538K -$17.5K -122 -3%
P
1049
Pitcairn
Pennsylvania
$536K – – –
GAB
1050
German American Bancorp
Indiana
$532K -$103K -720 -16%
40 41
42
43 44