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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1101
Cary Street Partners Investment Advisory
Virginia
$358K +$4.31K +33 +1%
FLPIM
1102
F.L. Putnam Investment Management
Massachusetts
$358K -$290K -2,219 -45%
PWW
1103
Pettyjohn Wood & White
Virginia
$357K +$11.1K +85 +3%
AIP
1104
Ahrens Investment Partners
Louisiana
$357K +$78.4K +600 +28%
CFO
1105
CVA Family Office
Colorado
$357K – – –
WAM
1106
WealthTrust Asset Management
Florida
$357K -$20.9K -160 -5%
CWM
1107
Calamos Wealth Management
Illinois
$355K – – –
CFCI
1108
Comprehensive Financial Consultants Institutional
Indiana
$355K +$4.57K +35 +1%
TPSF
1109
Texas Permanent School Fund
Texas
$354K +$358K +2,738 New
RCS
1110
Retirement Capital Strategies
California
$354K – – –
PFP
1111
Paragon Financial Partners
California
$351K +$392 +3 +0.1%
EM
1112
ELCO Management
New York
$350K -$26.1K -200 -7%
NCM
1113
NCM Capital Management
New Jersey
$349K – – –
WA
1114
Waverly Advisors
Alabama
$344K +$28.1K +215 +9%
IWP
1115
Icon Wealth Partners
Texas
$343K +$346K +2,648 New
CFD
1116
Creative Financial Designs
Indiana
$342K +$80.3K +615 +30%
EFG
1117
Ethos Financial Group
Pennsylvania
$341K -$6.14K -47 -2%
HH
1118
HWG Holdings
Texas
$340K -$552K -4,222 -62%
CT
1119
Colonial Trust
South Carolina
$339K – – –
BBPWM
1120
Blue Bell Private Wealth Management
Pennsylvania
$333K +$4.57K +35 +1%
CT
1121
Cambridge Trust
Massachusetts
$333K -$162K -1,242 -33%
CSPAM
1122
Cary Street Partners Asset Management
Virginia
$332K +$12.3K +94 +4%
LAM
1123
LifePro Asset Management
California
$331K – – –
TAM
1124
Titleist Asset Management
Texas
$331K +$334K +2,557 New
CGA
1125
Crescent Grove Advisors
Illinois
$331K -$12.7K -97 -4%
43 44
45
46 47