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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1051
Acorn Financial Advisory Services
Virginia
$545K +$47.3K +323 +9%
AWM
1052
Able Wealth Management
New Jersey
$543K +$60.7K +415 +12%
WWM
1053
Waterway Wealth Management
Texas
$543K -$239K -1,633 -29%
VWM
1054
Valley Wealth Managers
New Jersey
$543K – – –
AIM
1055
Allen Investment Management
New York
$542K – – –
MWM
1056
MGB Wealth Management
Texas
$541K +$146 +1 +0%
DCM
1057
Donaldson Capital Management
Indiana
$541K +$151K +1,035 +36%
PWMAG
1058
Pinnacle Wealth Management Advisory Group
New Jersey
$534K +$21.4K +146 +4%
BFW
1059
Brady Family Wealth
Missouri
$534K – – –
NSIM
1060
North Star Investment Management
Illinois
$533K +$270K +1,846 +91%
IFWM
1061
Institute for Wealth Management
Colorado
$533K -$7.02K -48 -1%
IPAM
1062
Investment Partners Asset Management
New Jersey
$532K -$73.2K -500 -11%
LA
1063
Lynch & Associates
Indiana
$532K – – –
CT
1064
Caldwell Trust
Florida
$532K -$94.4K -645 -14%
OPW
1065
Oxler Private Wealth
New York
$531K -$1.02K -7 -0.2%
EWM
1066
Edge Wealth Management
New York
$529K – – –
HA
1067
Helium Advisors
Washington
$527K +$561K +3,833 New
BLC
1068
Brown, Lisle/Cummings
Rhode Island
$527K +$43.9K +300 +9%
EWM
1069
Elevatus Welath Management
New York
$526K +$146 +1 +0%
TPI
1070
Trust Point Inc
Wisconsin
$523K +$26.9K +184 +5%
JAG
1071
Journey Advisory Group
Kentucky
$522K – – –
UOTTAIMCU
1072
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$521K -$21.7K -148 -4%
DFG
1073
Delta Financial Group
New Jersey
$521K +$10.8K +74 +2%
GCP
1074
GSA Capital Partners
United Kingdom
$521K +$554K +3,787 New
CCM
1075
Chilton Capital Management
Texas
$519K -$171K -1,170 -24%
41 42
43
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