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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1201
SMART Wealth
Nebraska
$437K -$77.3K -516 -15%
HR
1202
Hardy Reed
Mississippi
$435K -$40.6K -271 -9%
GWA
1203
Geometric Wealth Advisors
District of Columbia
$434K +$8.54K +57 +2%
EWM
1204
Edge Wealth Management
New York
$433K +$150 +1 +0%
PPW
1205
Pasadena Private Wealth
California
$433K +$56.6K +378 +16%
SI
1206
Saxon Interests
Texas
$433K +$300 +2 +0.1%
BI
1207
Bolthouse Investments
California
$429K – – –
PIA
1208
Polaris Investment Advisors
Massachusetts
$429K +$415K +2,768 New
JWBC
1209
J.W. Burns & Co
New York
$426K -$15K -100 -4%
AI
1210
ArchPoint Investors
Florida
$426K +$412K +2,750 New
MCA
1211
Magnolia Capital Advisors
Mississippi
$425K +$34.3K +229 +9%
EB
1212
Eastern Bank
Massachusetts
$423K +$37.9K +253 +10%
AWA
1213
AmeriServ Wealth Advisors
Pennsylvania
$422K -$37.1K -248 -8%
CFO
1214
CVA Family Office
Colorado
$420K -$20.1K -134 -5%
CD
1215
Chapin Davis
Maryland
$419K +$405K +2,705 New
CFG
1216
Carr Financial Group
Massachusetts
$417K +$134K +894 +50%
CB
1217
Community Bank
New York
$417K -$32.4K -216 -7%
GSIAS
1218
Garden State Investment Advisory Services
New Jersey
$416K +$95.4K +637 +31%
EFMC
1219
Empire Financial Management Company
New York
$415K -$3K -20 -0.7%
IBOK
1220
Independence Bank of Kentucky
Kentucky
$415K +$21K +140 +6%
NCM
1221
NCM Capital Management
New Jersey
$415K – – –
MPWT
1222
MassMutual Private Wealth & Trust
Connecticut
$415K -$30.4K -203 -7%
BBFA
1223
Brindle & Bay Financial Advisors
Texas
$413K +$400K +2,669 New
TC
1224
Tannin Capital
North Carolina
$413K +$400K +2,668 New
CNC
1225
Citizens & Northern Corp
Pennsylvania
$412K +$398K +2,659 New
47 48
49
50 51