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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
1101
Alpine Global Management
New York
$526K +$524K +3,605 New
MWM
1102
Modera Wealth Management
New Jersey
$523K -$581 -4 -0.1%
PCMF
1103
Private Capital Management (Florida)
Florida
$521K -$6.54K -45 -1%
CL
1104
Cabana LLC
Arkansas
$520K -$2.6M -17,895 -83%
JWBC
1105
J.W. Burns & Co
New York
$520K -$5.38K -37 -1%
KAS
1106
KPP Advisory Services
Kentucky
$520K +$6.83K +47 +1%
BC
1107
Bricktown Capital
Michigan
$520K – – –
FF
1108
Finley Financial
Nevada
$516K -$36.3K -250 -6%
SC
1109
Slow Capital
California
$515K – – –
SWP
1110
Sagespring Wealth Partners
Tennessee
$515K +$31.2K +215 +6%
FTC
1111
Farmers Trust Company
Ohio
$513K +$8.28K +57 +2%
MF
1112
Montis Financial
Massachusetts
$512K +$2.32K +16 +0.5%
AO
1113
Advisor OS
Illinois
$511K +$509K +3,503 New
PWP
1114
Pursue Wealth Partners
California
$511K – – –
FCG
1115
Fielder Capital Group
Tennessee
$510K – – –
WTFG
1116
Wood Tarver Financial Group
Idaho
$506K +$5.08K +35 +1%
TFF
1117
The Family Firm
Maryland
$503K +$1.89K +13 +0.4%
LCG
1118
Lynx Capital Group
Ohio
$501K +$3.49K +24 +0.7%
FLPIM
1119
F.L. Putnam Investment Management
Massachusetts
$501K -$389K -2,681 -44%
EFM
1120
Eley Financial Management
Vermont
$498K – – –
CPW
1121
Cove Private Wealth
New York
$498K +$3.63K +25 +0.7%
WA
1122
WESPAC Advisors
California
$497K -$28.6K -197 -5%
1CP
1123
17 Capital Partners
Arizona
$497K +$14.8K +102 +3%
ACM
1124
Advisors Capital Management
New Jersey
$496K -$2.47M -17,016 -83%
PCM
1125
Parsons Capital Management
Rhode Island
$496K +$25.3K +174 +5%
43 44
45
46 47