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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1151
Eastern Bank
Massachusetts
$345K -$124K -919 -27%
MA
1152
Montag & Associates
Georgia
$342K – – –
CIA
1153
Cape Investment Advisory
Georgia
$342K -$71.7K -530 -18%
LA
1154
Lifeworks Advisors
Michigan
$340K -$27.5K -203 -8%
TA
1155
TrueWealth Advisors
Alabama
$338K +$10.8K +80 +3%
TPCW
1156
TD Private Client Wealth
New York
$338K -$50.5K -373 -13%
OCM
1157
Orleans Capital Management
Louisiana
$338K -$223K -1,650 -40%
AIM
1158
Aspen Investment Management
Michigan
$338K -$171K -1,260 -34%
CAL
1159
Capital Analysts LLC
Pennsylvania
$338K +$2.17K +16 +0.7%
CCM
1160
Coldstream Capital Management
Washington
$337K -$69.4K -513 -17%
PPW
1161
Pasadena Private Wealth
California
$337K +$85.9K +635 +36%
VAM
1162
Vienna Asset Management
California
$337K -$638K -4,714 -66%
BBPWM
1163
Blue Bell Private Wealth Management
Pennsylvania
$334K -$29.5K -218 -8%
KBFS
1164
Kohmann Bosshard Financial Services
Ohio
$334K – – –
ECA
1165
Elevated Capital Advisors
Utah
$333K – – –
BWA
1166
BlueSky Wealth Advisors
North Carolina
$333K -$1.35K -10 -0.4%
LSA
1167
L & S Advisors
California
$333K +$324K +2,393 New
CWP
1168
Core Wealth Partners
California
$333K +$947 +7 +0.3%
VAM
1169
Verity Asset Management
North Carolina
$332K -$2.71K -20 -0.8%
MCA
1170
Millennium Capital Advisors
Arkansas
$332K -$27.1K -200 -8%
DBRC
1171
D.B. Root & Company
Pennsylvania
$331K -$109K -805 -25%
AA
1172
Armis Advisers
Georgia
$330K -$414K -3,060 -57%
BTI
1173
Blue Trust Inc
Georgia
$328K +$31.3K +231 +11%
HCM
1174
Howland Capital Management
Massachusetts
$327K -$41.9K -310 -12%
BPFA
1175
Barnes Pettey Financial Advisors
Mississippi
$327K +$99.5K +735 +46%
45 46
47
48 49