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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1176
Blue Bell Private Wealth Management
Pennsylvania
$344K – – –
PFA
1177
Pure Financial Advisors
California
$344K +$335K +2,530 New
ML
1178
McAdam LLC
Pennsylvania
$342K -$1.18M -8,942 -79%
TLFA
1179
True Link Financial Advisors
California
$342K +$1.59K +12 +0.5%
ZCA
1180
Zeke Capital Advisors
Pennsylvania
$341K -$46.4K -350 -12%
IAA
1181
Ironsides Asset Advisors
North Carolina
$340K – – –
GC
1182
Gratus Capital
Georgia
$339K +$331K +2,497 New
AWM
1183
Arista Wealth Management
Nevada
$339K +$331K +2,497 New
CRWM
1184
Castle Rock Wealth Management
California
$339K +$35.9K +271 +12%
CST
1185
Charles Schwab Trust
Nevada
$339K – – –
CSPAM
1186
Cary Street Partners Asset Management
Virginia
$336K +$328K +2,473 New
MPCL
1187
My Personal CFO LLC
Washington
$334K – – –
SL
1188
SWMG LLC
Texas
$334K +$325K +2,455 New
WA
1189
Waverly Advisors
Alabama
$332K +$15.9K +120 +5%
LAM
1190
LifePro Asset Management
California
$331K -$196K -1,479 -38%
EFS
1191
Essex Financial Services
Connecticut
$331K +$46.5K +351 +17%
RWA
1192
Ropes Wealth Advisors
Massachusetts
$330K +$322K +2,429 New
MAWA
1193
Moss Adams Wealth Advisors
Washington
$330K +$322K +2,427 New
ISB
1194
Iowa State Bank
Iowa
$326K +$53K +400 +20%
BWA
1195
BlueSky Wealth Advisors
North Carolina
$325K – – –
DWM
1196
Drive Wealth Management
Utah
$323K +$315K +2,376 New
CFG
1197
Citizens Financial Group
Rhode Island
$321K +$43.5K +328 +16%
SPFA
1198
Summit Place Financial Advisors
New Jersey
$321K -$140K -1,055 -31%
G
1199
Gainplan
Michigan
$320K +$47.8K +361 +18%
TPW
1200
TL Private Wealth
Texas
$319K +$928 +7 +0.3%
46 47
48
49 50