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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1076
Charter Oak Capital Management
New Hampshire
$450K +$439K +3,313 New
YWP
1077
YorkBridge Wealth Partners
New York
$448K – – –
MAG
1078
Mayfair Advisory Group
Alabama
$448K +$530 +4 +0.1%
PWM
1079
Pinnacle Wealth Management
California
$447K +$22.1K +167 +5%
PFSC
1080
Peoples Financial Services Corp
Pennsylvania
$447K – – –
SOS
1081
Silver Oak Securities
Tennessee
$446K +$133K +1,007 +44%
WWM
1082
WT Wealth Management
Arizona
$445K -$37.8K -285 -8%
WSCM
1083
Wellington Shields Capital Management
New York
$444K – – –
AWM
1084
Accel Wealth Management
Iowa
$442K +$65.3K +493 +18%
UFA
1085
US Financial Advisors
Massachusetts
$441K +$430K +3,248 New
OBWG
1086
Onyx Bridge Wealth Group
New York
$440K -$17.8K -134 -4%
BTWM
1087
Baker Tilly Wealth Management
Wisconsin
$438K -$2.78K -21 -0.6%
CA
1088
Crewe Advisors
Utah
$436K +$225K +1,699 +113%
AAMA
1089
Advanced Asset Management Advisors
Ohio
$435K +$6.23K +47 +1%
BPWM
1090
Badgley Phelps Wealth Managers
Washington
$435K +$2.65K +20 +0.6%
SDAM
1091
Shulman DeMeo Asset Management
New York
$434K +$8.08K +61 +2%
PHS
1092
Pekin Hardy Strauss
Illinois
$432K +$3.58K +27 +0.9%
IAS
1093
Investment Advisory Services
Texas
$431K +$117K +883 +41%
CAM
1094
Cozad Asset Management
Illinois
$430K -$6.89K -52 -2%
GWM
1095
Greenwich Wealth Management
Connecticut
$430K +$46.6K +352 +13%
TWA
1096
Talisman Wealth Advisors
New Jersey
$425K +$415K +3,131 New
PP
1097
Patron Partners
Texas
$425K -$7.42K -56 -2%
MAM
1098
Milestone Asset Management
Pennsylvania
$423K +$418K +3,151 New
PAM
1099
Palisade Asset Management
Minnesota
$423K +$413K +3,115 New
NC
1100
NovaPoint Capital
Georgia
$422K -$243K -1,836 -37%
42 43
44
45 46