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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
3F
1151
360 Financial
Minnesota
$390K +$372K +2,859 New
BTWM
1152
Baker Tilly Wealth Management
Wisconsin
$389K -$34.5K -265 -9%
T
1153
TNF
Montana
$388K -$18.3K -141 -5%
FLPIM
1154
F.L. Putnam Investment Management
Massachusetts
$386K -$434K -3,339 -54%
PWP
1155
Private Wealth Partners
California
$385K +$105K +805 +40%
MWM
1156
Modera Wealth Management
New Jersey
$385K -$110K -847 -23%
FA
1157
Fortis Advisors
Pennsylvania
$382K +$15K +115 +4%
FFM
1158
Forum Financial Management
Illinois
$382K -$21.3K -164 -6%
ACM
1159
Avalon Capital Management
California
$382K -$55.2K -424 -13%
SWM
1160
Scissortail Wealth Management
Oklahoma
$382K +$354K +2,721 New
BC
1161
Belmont Capital
California
$381K +$351K +2,700 +2,784%
LA
1162
LexAurum Advisors
Kansas
$381K -$11.6K -89 -3%
CAL
1163
Capital Advisors Ltd
Ohio
$380K – – –
KTM
1164
Keeler Thomas Management
Utah
$380K -$181K -1,389 -33%
CWM
1165
Calamos Wealth Management
Illinois
$379K – – –
FPB
1166
First PREMIER Bank
South Dakota
$377K – – –
JWBC
1167
J.W. Burns & Co
New York
$377K +$29.9K +230 +9%
CFO
1168
CVA Family Office
Colorado
$376K – – –
MCA
1169
MSH Capital Advisors
Arizona
$376K -$276K -2,125 -44%
AWA
1170
Alta Wealth Advisors
Massachusetts
$375K -$246K -1,889 -41%
TPSF
1171
Texas Permanent School Fund
Texas
$373K – – –
PTP
1172
Platform Technology Partners
New York
$373K +$77.7K +597 +30%
TCOO
1173
Trust Company of Oklahoma
Oklahoma
$372K +$13K +100 +4%
PFP
1174
Paragon Financial Partners
California
$371K +$390 +3 +0.1%
JSL
1175
JT Stratford LLC
Georgia
$371K +$9.76K +75 +3%
45 46
47
48 49