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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1076
VCI Wealth Management
Missouri
$529K +$11.9K +77 +2%
FMWA
1077
Forvis Mazars Wealth Advisors
Missouri
$528K -$49.4K -320 -8%
GSAM
1078
Grant Street Asset Management
Pennsylvania
$525K -$14.3K -93 -3%
CWM
1079
Clearview Wealth Management
California
$525K +$553K +3,583 New
UB
1080
UMB Bank
Missouri
$525K -$5.09K -33 -0.9%
FTC
1081
Farmers Trust Company
Ohio
$523K – – –
WTFG
1082
Wood Tarver Financial Group
Idaho
$523K -$9.41K -61 -2%
BC
1083
Bricktown Capital
Michigan
$522K – – –
WFA
1084
WJ Financial Advisors
Connecticut
$518K -$3.08K -20 -0.6%
SC
1085
Slow Capital
California
$517K – – –
AWE
1086
Avidian Wealth Enterprises
Texas
$517K -$33K -214 -6%
BFA
1087
Bragg Financial Advisors
North Carolina
$516K +$771 +5 +0.1%
DCM
1088
Dimension Capital Management
Florida
$514K +$173K +1,121 +47%
PWP
1089
Pursue Wealth Partners
California
$513K – – –
FWP
1090
Forefront Wealth Partners
Texas
$510K -$146K -947 -21%
EFM
1091
Eley Financial Management
Vermont
$510K – – –
CL
1092
CPWA LLC
Oregon
$505K +$545K +3,532 New
HIA
1093
Harbor Investment Advisory
Maryland
$505K -$376K -2,437 -41%
UAG
1094
United Advisor Group
Ohio
$503K +$22.4K +145 +4%
NSIM
1095
North Star Investment Management
Illinois
$500K +$89.3K +579 +20%
PCMF
1096
Private Capital Management (Florida)
Florida
$497K -$10.6K -69 -2%
ESB
1097
Essex Savings Bank
Connecticut
$497K -$24.7K -160 -5%
PFA
1098
Pure Financial Advisors
California
$496K -$6.79K -44 -1%
BRPW
1099
Ballast Rock Private Wealth
South Carolina
$495K -$4.17K -27 -0.8%
RPWA
1100
Regent Peak Wealth Advisors
Georgia
$495K -$72.3K -469 -12%
42 43
44
45 46