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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1026
Kaydan Wealth Management
Michigan
$473K +$1.89K +14 +0.4%
MWM
1027
Modera Wealth Management
New Jersey
$473K -$6.63K -49 -1%
RWM
1028
Ritholtz Wealth Management
New York
$470K -$111K -821 -20%
MGWM
1029
Marks Group Wealth Management
Minnesota
$468K – – –
SW
1030
SMART Wealth
Nebraska
$464K -$4.44M -32,846 -91%
RA
1031
Rise Advisors
New York
$462K +$76.7K +567 +21%
SWA
1032
SOA Wealth Advisors
New York
$462K -$37.5K -277 -0.4%
IAMOG
1033
Investors Asset Management of Georgia
Georgia
$460K +$8.12K +60 +2%
RQS
1034
Ramsey Quantitative Systems
Kentucky
$459K +$447K +3,300 New
CA
1035
Clearstead Advisors
Ohio
$456K -$140K -1,034 -24%
SIS
1036
Sound Income Strategies
Florida
$455K -$48.7K -360 -10%
FTC
1037
Farmers Trust Company
Ohio
$455K – – –
SWGC
1038
Summit Wealth Group (Colorado)
Colorado
$453K +$1.37M +10,159 New
VAS
1039
Vestmark Advisory Solutions
Massachusetts
$453K +$440K +3,252 New
ACM
1040
Advisors Capital Management
New Jersey
$451K +$33.2K +245 +8%
PFA
1041
Pure Financial Advisors
California
$451K -$398K -2,943 -48%
UBP
1042
Union Bancaire Privee
Switzerland
$449K – – –
AIS
1043
Accredited Investor Services
Minnesota
$448K -$54.1K -400 -11%
PPA
1044
Pilgrim Partners Asia
Singapore
$448K +$436K +3,220 New
AFA
1045
AA Financial Advisors
Ohio
$446K +$434K +3,207 New
FMI
1046
F/M Investments
District of Columbia
$443K +$97.2K +718 +29%
VA
1047
Vident Advisory
Georgia
$443K +$431K +3,183 New
BOH
1048
Bank of Hawaii
Hawaii
$442K – – –
RFG
1049
Range Financial Group
Oregon
$440K – – –
CHC
1050
City Holding Co
West Virginia
$440K +$110K +814 +35%
40 41
42
43 44