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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1101
Alpha Cubed Investments
California
$437K -$1.11M -8,218 -72%
SWP
1102
Strategic Wealth Partners
Ohio
$436K +$437K +3,233 New
VAG
1103
VisionPoint Advisory Group
Texas
$436K +$436K +3,231 New
CL
1104
COWA LLC
Oklahoma
$433K -$7.02K -52 -2%
OCM
1105
One Capital Management
California
$432K -$21.6K -160 -5%
AA
1106
Acorns Advisers
California
$431K +$89.9K +666 +26%
WSCM
1107
Wellington Shields Capital Management
New York
$430K – – –
DBRC
1108
D.B. Root & Company
Pennsylvania
$429K +$184K +1,360 +75%
BOH
1109
Bank of Hawaii
Hawaii
$428K – – –
RFG
1110
Range Financial Group
Oregon
$427K +$427K +3,165 New
CB
1111
Community Bank
New York
$426K +$9.59K +71 +2%
WTFG
1112
Wood Tarver Financial Group
Idaho
$421K -$45.6K -338 -10%
PWMAG
1113
Pinnacle Wealth Management Advisory Group
New Jersey
$420K – – –
SW
1114
SkyOak Wealth
Michigan
$420K – – –
DP
1115
DDD Partners
Washington
$420K – – –
WCM
1116
Whitener Capital Management
North Carolina
$419K +$29.8K +221 +8%
MEG
1117
Millstone Evans Group
Colorado
$417K +$11.5K +85 +3%
AC
1118
Avestar Capital
New York
$416K -$446K -3,304 -52%
HR
1119
Hardy Reed
Mississippi
$415K – – –
AWE
1120
Avidian Wealth Enterprises
Texas
$413K -$3.24K -24 -0.8%
CW
1121
Channel Wealth
California
$412K -$90.2K -668 -18%
IA
1122
IFC Advisors
California
$412K – – –
SSWG
1123
Seven Springs Wealth Group
Tennessee
$412K – – –
PA
1124
Parkside Advisors
California
$412K – – –
MPWT
1125
MassMutual Private Wealth & Trust
Connecticut
$411K +$29.3K +217 +8%
43 44
45
46 47