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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
1201
Allie Family Office
Florida
$257K – – –
SAMT
1202
Select Asset Management & Trust
Pennsylvania
$257K – – –
RW
1203
REDW Wealth
New Mexico
$257K – – –
PTP
1204
Platform Technology Partners
New York
$256K +$53.4K +402 +25%
PBK
1205
Peoples Bank (Kansas)
Kansas
$255K +$263K +1,984 New
JWM
1206
Janiczek Wealth Management
Colorado
$255K – – –
TPW
1207
TL Private Wealth
Texas
$254K -$60.7K -457 -19%
CAC
1208
Core Alternative Capital
Georgia
$254K +$222K +1,673 +558%
HWA
1209
HCR Wealth Advisors
California
$254K -$35K -264 -12%
T
1210
TRUADVICE
Florida
$253K +$266K +2,007 New
SP
1211
Successful Portfolios
Florida
$253K – – –
ASBI
1212
American State Bank (Iowa)
Iowa
$251K – – –
PFGIA
1213
Patriot Financial Group Insurance Agency
Massachusetts
$250K -$64K -482 -20%
MWM
1214
Massachusetts Wealth Management
Massachusetts
$249K +$257K +1,938 New
CCG
1215
Coastwise Capital Group
California
$249K -$12.6K -95 -5%
BG
1216
Bollard Group
Massachusetts
$248K +$929 +7 +0.4%
TFF
1217
The Family Firm
Maryland
$248K +$55.4K +417 +28%
PWM
1218
Pinnacle Wealth Management
California
$246K -$42.8K -322 -14%
GAG
1219
GM Advisory Group
New York
$246K -$1.59K -12 -0.6%
KFI
1220
Key Financial Inc
Pennsylvania
$246K +$10.1K +76 +4%
ATFA
1221
All Terrain Financial Advisors
Minnesota
$244K – – –
CAM
1222
Carret Asset Management
New York
$243K – – –
GAG
1223
Goodman Advisory Group
Massachusetts
$243K -$139K -1,048 -36%
JFA
1224
JNBA Financial Advisors
Minnesota
$242K -$2.12K -16 -0.8%
FLII
1225
First Long Island Investors
New York
$242K – – –
47 48
49
50 51