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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
1151
Select Asset Management & Trust
Pennsylvania
$256K – – –
WAOTB
1152
Wealth Advisors of Tampa Bay
Florida
$256K – – –
AFO
1153
Allie Family Office
Florida
$256K +$262K +1,997 New
CFD
1154
Creative Financial Designs
Indiana
$255K -$13.5K -103 -5%
GA
1155
Greytown Advisors
Florida
$254K -$1.05K -8 -0.4%
CTA
1156
Colonial Trust Advisors
South Carolina
$254K +$50.7K +387 +24%
VAG
1157
VisionPoint Advisory Group
Texas
$252K -$361K -2,752 -59%
ATFA
1158
All Terrain Financial Advisors
Minnesota
$250K – – –
CPC
1159
Congress Park Capital
New York
$250K +$256K +1,950 New
AA
1160
Addison Advisors
Vermont
$248K -$5.5K -42 -2%
AC
1161
ASB Consultores
Florida
$248K +$254K +1,934 New
MCA
1162
MSH Capital Advisors
Arizona
$248K -$5.5K -42 -2%
ASBI
1163
American State Bank (Iowa)
Iowa
$247K – – –
WCM
1164
Windham Capital Management
Massachusetts
$244K -$7.47K -57 -3%
BS
1165
Boenning & Scattergood
Pennsylvania
$244K +$524 +4 +0.2%
BG
1166
Bollard Group
Massachusetts
$243K +$786 +6 +0.3%
PWMAG
1167
Pinnacle Wealth Management Advisory Group
New Jersey
$243K +$6.55K +50 +3%
HSA
1168
HBK Sorce Advisory
Pennsylvania
$242K -$222K -1,693 -47%
CRC
1169
Curi RMB Capital
Illinois
$242K – – –
FLII
1170
First Long Island Investors
New York
$241K – – –
SAS
1171
Sage Advisory Services
Texas
$240K -$7.36M -56,139 -97%
MWM
1172
Modera Wealth Management
New Jersey
$240K -$149K -1,133 -38%
FA
1173
Fountainhead AM
New Jersey
$240K -$24.2K -185 -9%
LDFR
1174
Lehman & Derafelo Financial Resources
Pennsylvania
$239K – – –
DP
1175
Dearborn Partners
Illinois
$239K +$13.1K +100 +6%
45 46
47
48 49