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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
1126
Vertex Planning Partners
Illinois
$502K -$113K -762 -19%
MWM
1127
Modera Wealth Management
New Jersey
$502K +$20.1K +135 +4%
FMWA
1128
Forvis Mazars Wealth Advisors
Missouri
$502K -$65.8K -442 -12%
PRAG
1129
Portfolio Resources Advisor Group
Florida
$499K +$38.7K +260 +9%
FA
1130
Fortis Advisors
Pennsylvania
$496K -$73.8K -496 -14%
1WM
1131
1900 Wealth Management
Texas
$496K +$131K +881 +39%
SC
1132
Sapient Capital
Indiana
$493K – – –
SW
1133
SkyOak Wealth
Michigan
$493K – – –
SWP
1134
Stone Wealth Partners
Louisiana
$492K -$151K -1,016 -25%
SWA
1135
SOA Wealth Advisors
New York
$491K -$630K -4,236 -5%
MEG
1136
Millstone Evans Group
Colorado
$491K – – –
AFP
1137
ATX Financial Planning
Texas
$491K +$460K +3,092 New
GFA
1138
Gallagher Fiduciary Advisors
Illinois
$490K +$105K +705 +30%
NCM
1139
Novare Capital Management
North Carolina
$490K -$23.8K -160 -5%
CAM
1140
Costello Asset Management
Pennsylvania
$490K -$28.4K -191 -6%
RPWA
1141
Regent Peak Wealth Advisors
Georgia
$489K -$43.6K -293 -9%
DAM
1142
Directional Asset Management
Illinois
$487K -$42.7K -287 -9%
WCM
1143
Whitener Capital Management
North Carolina
$487K +$14.4K +97 +3%
IA
1144
IFC Advisors
California
$486K – – –
MFIM
1145
Mesirow Financial Investment Management
Illinois
$483K +$8.03K +54 +2%
CL
1146
CPWA LLC
Oregon
$481K -$74.7K -502 -14%
LWM
1147
Lodestone Wealth Management
Washington
$481K +$43.9K +295 +11%
CI
1148
CX Institutional
Indiana
$480K -$42.8K -288 -9%
SWM
1149
SeaCrest Wealth Management
New York
$480K -$49.4K -332 -10%
AFA
1150
AA Financial Advisors
Ohio
$478K -$27.8K -187 -6%
44 45
46
47 48