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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
1176
Investors Asset Management of Georgia
Georgia
$283K +$791 +6 +0.3%
PCMC
1177
Paragon Capital Management (Colorado)
Colorado
$282K – – –
BWM
1178
BCS Wealth Management
Tennessee
$281K -$136K -1,034 -33%
BFA
1179
Bragg Financial Advisors
North Carolina
$281K +$69.3K +526 +33%
DCM
1180
Dimension Capital Management
Florida
$280K +$278K +2,110 New
NSIM
1181
North Star Investment Management
Illinois
$279K -$18.3K -139 -6%
ACP
1182
Aviance Capital Partners
Florida
$277K -$659 -5 -0.2%
TCM
1183
Tradewinds Capital Management
Washington
$275K -$1.05K -8 -0.4%
RMAM
1184
Raab & Moskowitz Asset Management
New Jersey
$275K – – –
VCM
1185
Vivaldi Capital Management
Illinois
$274K +$1.85K +14 +0.7%
SFB
1186
STAR Financial Bank
Indiana
$273K – – –
NLG
1187
New Legacy Group
New York
$272K – – –
RDWM
1188
Red Door Wealth Management
Tennessee
$271K +$270K +2,045 New
CWP
1189
Cyndeo Wealth Partners
Florida
$271K – – –
CWA
1190
Choice Wealth Advisors
Maine
$270K – – –
CRWM
1191
Castle Rock Wealth Management
California
$269K -$38.1K -289 -12%
CCG
1192
Coastwise Capital Group
California
$269K +$34.9K +265 +15%
PWP
1193
Private Wealth Partners
California
$268K +$132 +1 +0%
FA
1194
Fountainhead AM
New Jersey
$268K +$59.6K +452 +29%
WPW
1195
Warther Private Wealth
Ohio
$266K -$8.17K -62 -3%
CAG
1196
Crestwood Advisors Group
Massachusetts
$266K +$43.2K +328 +20%
AFO
1197
Allie Family Office
Florida
$265K – – –
AWCI
1198
Alpine Woods Capital Investors
New York
$265K – – –
SAMT
1199
Select Asset Management & Trust
Pennsylvania
$265K – – –
RW
1200
REDW Wealth
New Mexico
$265K -$165K -1,250 -39%
46 47
48
49 50