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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
1226
White Lighthouse Investment Management
Massachusetts
$415K +$8.33K +56 +2%
PCM
1227
Prelude Capital Management
New York
$414K -$59.5K -400 -13%
SWTS
1228
Stonehaven Wealth & Tax Solutions
Wisconsin
$413K +$5.65K +38 +1%
SC
1229
Summa Corp
Texas
$413K – – –
WB
1230
Webster Bank
Connecticut
$412K +$95.2K +640 +33%
ZCP
1231
Z3 Capital Partners
Virginia
$412K -$35.4K -238 -8%
NC
1232
NovaPoint Capital
Georgia
$411K +$386K +2,592 New
SRC
1233
Shufro Rose & Co
New York
$408K – – –
MPWT
1234
MassMutual Private Wealth & Trust
Connecticut
$407K -$213K -1,429 -36%
DI
1235
Disciplined Investors
Texas
$406K – – –
ACGA
1236
Atlanta Consulting Group Advisors
Georgia
$405K – – –
LA
1237
LVW Advisors
New York
$405K – – –
JWBC
1238
J.W. Burns & Co
New York
$404K -$8.18K -55 -2%
TWPM
1239
Total Wealth Planning & Management
Florida
$404K +$8.63K +58 +2%
RIP
1240
Reliant Investment Partners
North Carolina
$403K -$3.12K -21 -0.8%
AWA
1241
Acorn Wealth Advisors
Michigan
$402K -$108K -728 -22%
BFC
1242
Blue Fin Capital
Rhode Island
$401K +$17.3K +116 +5%
EAN
1243
Excelsior Advisor Network
Colorado
$400K +$375K +2,524 New
RDWM
1244
Red Door Wealth Management
Tennessee
$399K +$38.4K +258 +11%
IIA
1245
IPG Investment Advisors
California
$396K +$132K +888 +55%
BPFA
1246
Barnes Pettey Financial Advisors
Mississippi
$396K -$149 -1 -0%
CWM
1247
Castle Wealth Management
Florida
$396K +$22.5K +151 +6%
CTC
1248
Central Trust Company
Missouri
$395K +$744 +5 +0.2%
MWA
1249
Medallion Wealth Advisors
Connecticut
$394K -$51.8K -348 -12%
IC
1250
Inscription Capital
Texas
$393K -$22.2K -149 -6%
48 49
50
51 52