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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1201
LeClair Wealth Partners
Ohio
$334K – – –
R
1202
Rebalance
California
$334K +$1.49K +11 +0.4%
FMI
1203
F/M Investments
District of Columbia
$333K +$333K +2,467 New
MA
1204
Montag & Associates
Georgia
$331K +$6.62K +49 +2%
FIBT
1205
First International Bank & Trust
North Dakota
$331K -$753K -5,573 -69%
LWM
1206
Lodestone Wealth Management
Washington
$329K +$31.2K +231 +10%
EWM
1207
Empirical Wealth Management
Washington
$328K -$73.3K -543 -18%
ICM
1208
Intrepid Capital Management
Florida
$327K – – –
CAL
1209
Capital Analysts LLC
Pennsylvania
$325K -$5.27K -39 -2%
VAM
1210
Verity Asset Management
North Carolina
$324K +$46.3K +343 +17%
BWA
1211
BlueSky Wealth Advisors
North Carolina
$324K +$1.35K +10 +0.4%
KBFS
1212
Kohmann Bosshard Financial Services
Ohio
$323K – – –
SLC
1213
Second Line Capital
Louisiana
$322K -$11.5K -85 -3%
CWP
1214
Core Wealth Partners
California
$321K +$945 +7 +0.3%
PBK
1215
Peoples Bank (Kansas)
Kansas
$321K – – –
SIM
1216
Sterling Investment Management
Arizona
$319K -$11.6K -86 -4%
I
1217
INVST
Indiana
$318K -$711K -5,268 -69%
KFI
1218
Key Financial Inc
Pennsylvania
$318K +$30.7K +227 +11%
TA
1219
TrueWealth Advisors
Alabama
$317K -$54.4K -403 -15%
VWM
1220
Valley Wealth Managers
New Jersey
$317K -$4.23M -31,312 -93%
CHC
1221
City Holding Co
West Virginia
$316K -$12.8K -95 -4%
FCG
1222
Fielder Capital Group
Tennessee
$315K -$156K -1,153 -33%
AWM
1223
Alterna Wealth Management
Texas
$314K – – –
OPW
1224
Oxler Private Wealth
New York
$314K -$137K -1,013 -30%
TFP
1225
Traction Financial Partners
Wyoming
$312K -$64.1K -475 -17%
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49
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