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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1026
Chicago Partners Investment Group
Illinois
$639K +$1.06K +7 +0.2%
GBWM
1027
Granite Bay Wealth Management
New Hampshire
$639K +$22.9K +151 +4%
SAF
1028
Smith Anglin Financial
Texas
$634K -$444K -2,926 -42%
FPGK
1029
Financial Partners Group (Kansas)
Kansas
$634K +$909 +6 +0.1%
RPWA
1030
Regent Peak Wealth Advisors
Georgia
$633K -$303 -2 -0%
FTA
1031
Financial & Tax Architects
Missouri
$631K -$48.4K -319 -7%
BWM
1032
BCS Wealth Management
Tennessee
$628K +$31.5K +208 +5%
KLCM
1033
KG&L Capital Management
Louisiana
$625K -$11.2K -74 -2%
GAB
1034
German American Bancorp
Indiana
$624K +$60.6K +400 +11%
FPAS
1035
Focus Partners Advisor Solutions
Missouri
$624K +$113K +745 +23%
VCA
1036
Verdence Capital Advisors
Maryland
$621K -$120K -793 -16%
MC
1037
Montag & Caldwell
Georgia
$621K -$4.85K -32 -0.8%
MGWM
1038
Marks Group Wealth Management
Minnesota
$621K – – –
AFP
1039
Ausdal Financial Partners
Iowa
$620K -$13.2K -87 -2%
ERWM
1040
Elk River Wealth Management
Colorado
$619K – – –
FCA
1041
FLC Capital Advisors
California
$616K – – –
RIA
1042
RPG Investment Advisory
California
$615K -$54.4K -359 -8%
WAS
1043
Wealth Advisory Solutions
Indiana
$615K -$21.2K -140 -3%
AWE
1044
Avidian Wealth Enterprises
Texas
$613K +$49.4K +326 +9%
CWM
1045
Collaborative Wealth Management
Florida
$612K +$63.4K +418 +12%
OCM
1046
Orleans Capital Management
Louisiana
$610K +$7.58K +50 +1%
PTP
1047
Platform Technology Partners
New York
$609K +$124K +818 +26%
SFA
1048
Source Financial Advisors
New York
$609K -$46.7K -308 -7%
VWM
1049
Valley Wealth Managers
New Jersey
$608K -$35.2K -232 -6%
GWM
1050
Greenwich Wealth Management
Connecticut
$608K +$35.5K +234 +6%
40 41
42
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