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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1101
Curi RMB Capital
Illinois
$266K – – –
FLII
1102
First Long Island Investors
New York
$265K – – –
LC
1103
Lavaca Capital
Texas
$265K – – –
BG
1104
Bollard Group
Massachusetts
$265K +$929 +7 +0.4%
LDFR
1105
Lehman & Derafelo Financial Resources
Pennsylvania
$263K – – –
AWAG
1106
ARS Wealth Advisors Group
Florida
$262K -$96.3K -725 -28%
MRC
1107
Millburn Ridgefield Corp
New York
$262K -$6.51K -49 -3%
AF
1108
Allworth Financial
California
$262K +$133 +1 +0.1%
SW
1109
StrongBox Wealth
Missouri
$260K +$10.8K +81 +5%
PWMAG
1110
Pinnacle Wealth Management Advisory Group
New Jersey
$260K +$245K +1,843 New
KFSC
1111
Keystone Financial Services (Colorado)
Colorado
$259K +$244K +1,840 New
BA
1112
Bridgewater Advisors
New York
$257K – – –
HA
1113
Hamel Associates
New Jersey
$256K – – –
MPWT
1114
MassMutual Private Wealth & Trust
Connecticut
$253K -$71.7K -540 -23%
UBG
1115
United Bank (Georgia)
Georgia
$252K -$16.9K -127 -7%
ACM
1116
Advisors Capital Management
New Jersey
$252K +$2.66K +20 +1%
GGS
1117
Galvin Gaustad & Stein
Arizona
$251K – – –
AUB
1118
Atlantic Union Bankshares
Virginia
$251K +$26.4K +199 +13%
FA
1119
Fountainhead AM
New Jersey
$251K +$236K +1,780 New
RIM
1120
Rockbridge Investment Management
New York
$250K +$12.9K +97 +6%
WA
1121
Wealth Architects
California
$249K -$45.7K -344 -16%
DP
1122
Dearborn Partners
Illinois
$249K – – –
CCM
1123
Crossvault Capital Management
Texas
$249K +$1.99K +15 +0.9%
UIA
1124
Ulland Investment Advisors
Minnesota
$249K +$234K +1,765 New
CFC
1125
Coyle Financial Counsel
Illinois
$249K +$235K +1,768 New
43 44
45
46 47