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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1176
Fountainhead AM
New Jersey
$411K +$73K +509 +22%
1WM
1177
1900 Wealth Management
Texas
$410K +$24.4K +170 +7%
RIS
1178
Retirement Income Solutions
Michigan
$410K +$398K +2,773 New
FFM
1179
Forum Financial Management
Illinois
$410K -$4.3K -30 -1%
AWA
1180
Alta Wealth Advisors
Massachusetts
$410K +$3.01K +21 +0.8%
PCS
1181
Private Client Services
Kentucky
$408K -$273K -1,906 -41%
VCM
1182
Vivaldi Capital Management
Illinois
$408K +$37.4K +261 +10%
SI
1183
Saxon Interests
Texas
$408K -$1.79M -12,460 -82%
CAL
1184
Capital Analysts LLC
Pennsylvania
$408K -$47.1K -328 -11%
CFO
1185
CVA Family Office
Colorado
$408K – – –
TPSF
1186
Texas Permanent School Fund
Texas
$404K – – –
PWG
1187
Private Wealth Group
Florida
$402K +$38.4K +268 +11%
FPB
1188
First PREMIER Bank
South Dakota
$402K -$7.46K -52 -2%
PFP
1189
Paragon Financial Partners
California
$402K +$287 +2 +0.1%
EAM
1190
Empirical Asset Management
Massachusetts
$400K +$24.7K +172 +7%
NRG
1191
Nemes Rush Group
Michigan
$400K +$41.3K +288 +12%
CCM
1192
Cullen Capital Management
New York
$399K -$32.6M -226,915 -99%
CFG
1193
Carr Financial Group
Massachusetts
$396K +$19.4K +135 +5%
NCM
1194
NCM Capital Management
New Jersey
$396K – – –
RWS
1195
Resolute Wealth Strategies
Mississippi
$395K +$118K +823 +44%
T
1196
TNF
Montana
$395K +$5.31K +37 +1%
CHC
1197
City Holding Co
West Virginia
$393K +$1.44K +10 +0.4%
KIG
1198
Kowal Investment Group
Wisconsin
$390K -$2.73K -19 -0.7%
WC
1199
Whitney & Co
New York
$390K -$111K -773 -23%
NC
1200
NovaPoint Capital
Georgia
$389K +$9.18K +64 +2%
46 47
48
49 50