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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
1226
Alpha Financial Partners
Kentucky
$300K +$293K +2,210 New
SP
1227
Successful Portfolios
Florida
$300K +$13.3K +100 +5%
TCM
1228
Tradewinds Capital Management
Washington
$300K -$28.3M -213,901 -99%
HI
1229
Hudock Inc
Pennsylvania
$299K +$64.7K +488 +29%
AIP
1230
Ahrens Investment Partners
Louisiana
$293K -$6.63K -50 -2%
PCMC
1231
Paragon Capital Management (Colorado)
Colorado
$290K – – –
PFO
1232
Pathstone Family Office
New Jersey
$290K +$209K +1,577 New
IAMOG
1233
Investors Asset Management of Georgia
Georgia
$288K -$265 -2 -0.1%
TFF
1234
The Family Firm
Maryland
$288K +$281K +2,117 New
AIA
1235
Ally Invest Advisors
North Carolina
$288K +$280K +2,116 New
TCOO
1236
Trust Company of Oklahoma
Oklahoma
$287K – – –
AWA
1237
Acorn Wealth Advisors
Michigan
$286K +$1.06K +8 +0.4%
PWLP
1238
Prio Wealth Limited Partnership
Massachusetts
$286K – – –
CS
1239
Capital Square
Tennessee
$285K +$7.95K +60 +3%
DI
1240
DAGCO Inc
Ohio
$283K -$25.2K -190 -8%
SXL
1241
Summit X LLC
Missouri
$283K -$96.7K -730 -25%
AC
1242
ASB Consultores
Florida
$283K -$43.6K -329 -14%
FUBT
1243
First United Bank & Trust
Maryland
$282K -$14.2K -107 -5%
OPCM
1244
Osborne Partners Capital Management
California
$282K -$13.4K -101 -5%
SFB
1245
STAR Financial Bank
Indiana
$280K +$273K +2,060 New
WG
1246
Welch Group
Alabama
$280K +$273K +2,059 New
RMAM
1247
Raab & Moskowitz Asset Management
New Jersey
$278K -$20.5K -155 -7%
NLG
1248
New Legacy Group
New York
$278K – – –
CWP
1249
Cyndeo Wealth Partners
Florida
$277K +$270K +2,039 New
SAS
1250
Sanford Advisory Services
Michigan
$277K -$21.5K -162 -7%
48 49
50
51 52