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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
QFP
1126
Quantum Financial Partners
Kansas
$504K +$473K +3,179 New
AWF
1127
Alpha Wealth Funds
Utah
$504K -$10.9K -73 -2%
CWM
1128
Cedar Wealth Management
California
$504K +$79K +531 +20%
ASG
1129
Advisory Solutions Group
Minnesota
$504K +$472K +3,174 New
VPP
1130
Vertex Planning Partners
Illinois
$502K -$113K -762 -19%
MWM
1131
Modera Wealth Management
New Jersey
$502K +$20.1K +135 +4%
FMWA
1132
Forvis Mazars Wealth Advisors
Missouri
$502K -$65.8K -442 -12%
PRAG
1133
Portfolio Resources Advisor Group
Florida
$499K +$38.7K +260 +9%
FA
1134
Fortis Advisors
Pennsylvania
$496K -$73.8K -496 -14%
1WM
1135
1900 Wealth Management
Texas
$496K +$131K +881 +39%
SC
1136
Sapient Capital
Indiana
$493K – – –
SW
1137
SkyOak Wealth
Michigan
$493K – – –
SWP
1138
Stone Wealth Partners
Louisiana
$492K -$151K -1,016 -25%
SWA
1139
SOA Wealth Advisors
New York
$491K -$630K -4,236 -5%
MEG
1140
Millstone Evans Group
Colorado
$491K – – –
AFP
1141
ATX Financial Planning
Texas
$491K +$460K +3,092 New
GFA
1142
Gallagher Fiduciary Advisors
Illinois
$490K +$105K +705 +30%
NCM
1143
Novare Capital Management
North Carolina
$490K -$23.8K -160 -5%
CAM
1144
Costello Asset Management
Pennsylvania
$490K -$28.4K -191 -6%
RPWA
1145
Regent Peak Wealth Advisors
Georgia
$489K -$43.6K -293 -9%
DAM
1146
Directional Asset Management
Illinois
$487K -$42.7K -287 -9%
WCM
1147
Whitener Capital Management
North Carolina
$487K +$14.4K +97 +3%
IA
1148
IFC Advisors
California
$486K – – –
MFIM
1149
Mesirow Financial Investment Management
Illinois
$483K +$8.03K +54 +2%
CL
1150
CPWA LLC
Oregon
$481K -$74.7K -502 -14%
44 45
46
47 48