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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1126
JB Capital
Connecticut
$414K +$395K +3,039 New
FM
1127
Family Management
New York
$414K – – –
IW
1128
Imprint Wealth
South Carolina
$412K +$31.7K +244 +9%
CCM
1129
Coldstream Capital Management
Washington
$410K +$118K +907 +43%
BFPW
1130
BOK Financial Private Wealth
Colorado
$407K – – –
WA
1131
Waverly Advisors
Alabama
$407K -$25.9K -199 -6%
GHAM
1132
Gilman Hill Asset Management
Connecticut
$407K +$57.9K +445 +18%
CS
1133
Cannell & Spears
New York
$407K – – –
SSWM
1134
Sheets Smith Wealth Management
North Carolina
$406K -$72.1K -554 -16%
CL
1135
Choreo LLC
Illinois
$406K +$29K +223 +8%
BHA
1136
Beech Hill Advisors
New York
$405K +$386K +2,966 New
EPM
1137
Elm Partners Management
Pennsylvania
$404K +$22.9K +176 +6%
LCG
1138
Lynx Capital Group
Ohio
$402K +$383K +2,944 New
FAB
1139
First American Bank
Illinois
$399K +$381K +2,928 New
AFAS
1140
Acorn Financial Advisory Services
Virginia
$398K +$1.04K +8 +0.3%
CFD
1141
Creative Financial Designs
Indiana
$396K -$56.8K -437 -13%
CWA
1142
Continuum Wealth Advisors
New York
$395K -$48.8K -375 -11%
RFN
1143
RDA Financial Network
Iowa
$395K +$7.16K +55 +2%
VFA
1144
Valeo Financial Advisors
Indiana
$394K +$155K +1,188 +70%
SIC
1145
Sigma Investment Counselors
Michigan
$393K -$72.6K -558 -16%
RZH
1146
Relyea Zuckerberg Hanson
Connecticut
$392K – – –
TCPG
1147
Trivant Custom Portfolio Group
California
$392K +$335K +2,575 +858%
CTA
1148
Colonial Trust Advisors
South Carolina
$392K +$26.8K +206 +8%
CFCI
1149
Comprehensive Financial Consultants Institutional
Indiana
$392K +$18.9K +145 +5%
CLOS
1150
Compagnie Lombard Odier SCmA
Switzerland
$391K +$208K +1,600 +126%
44 45
46
47 48