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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1101
Bricktown Capital
Michigan
$551K – – –
RFA
1102
RTD Financial Advisors
Pennsylvania
$550K -$148K -987 -22%
WFA
1103
WJ Financial Advisors
Connecticut
$550K -$19.9K -133 -4%
ESB
1104
Essex Savings Bank
Connecticut
$549K +$531K +3,547 New
ATC
1105
Adirondack Trust Company
New York
$547K -$8.84K -59 -2%
CPW
1106
Cove Private Wealth
New York
$546K +$13.5K +90 +3%
SC
1107
Slow Capital
California
$546K – – –
VWM
1108
VCI Wealth Management
Missouri
$546K -$439K -2,929 -45%
SIS
1109
Sound Income Strategies
Florida
$544K +$49.9K +333 +11%
BFA
1110
Bragg Financial Advisors
North Carolina
$544K +$4.49K +30 +0.9%
TSMHT
1111
Thurston Springer Miller Herd & Titak
Indiana
$543K +$461K +3,078 +719%
BHBT
1112
Burke & Herbert Bank & Trust
Virginia
$542K -$337K -2,251 -39%
PWP
1113
Pursue Wealth Partners
California
$542K – – –
EFM
1114
Eley Financial Management
Vermont
$538K – – –
SS
1115
SBI Securities
Japan
$537K -$43.1K -288 -8%
PCMF
1116
Private Capital Management (Florida)
Florida
$536K -$11.1K -74 -2%
KLCM
1117
KG&L Capital Management
Louisiana
$533K -$21.7K -145 -4%
PFA
1118
Pure Financial Advisors
California
$531K +$28.5K +190 +6%
LCG
1119
Lynx Capital Group
Ohio
$531K -$599 -4 -0.1%
AWF
1120
Alpha Wealth Funds
Utah
$529K -$12.4K -83 -2%
BRPW
1121
Ballast Rock Private Wealth
South Carolina
$527K +$510K +3,404 New
PPWM
1122
Paragon Private Wealth Management
Kentucky
$526K -$32K -214 -6%
WMG
1123
WESCAP Management Group
California
$520K -$10.2K -68 -2%
SYBT
1124
Stock Yards Bank & Trust
Kentucky
$517K -$32.2K -215 -6%
UBP
1125
Union Bancaire Privee
Switzerland
$516K – – –
43 44
45
46 47