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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1251
Castle Wealth Management
Florida
$396K +$22.5K +151 +6%
CTC
1252
Central Trust Company
Missouri
$395K +$744 +5 +0.2%
MWA
1253
Medallion Wealth Advisors
Connecticut
$394K -$51.8K -348 -12%
IC
1254
Inscription Capital
Texas
$393K -$22.2K -149 -6%
SCM
1255
Saxony Capital Management
Missouri
$393K +$368K +2,476 New
FA
1256
Fiduciary Alliance
South Carolina
$393K -$51.6K -347 -12%
DWG
1257
Darden Wealth Group
Michigan
$392K -$893 -6 -0.2%
KFI
1258
Key Financial Inc
Pennsylvania
$392K +$48.9K +329 +15%
BBFA
1259
Brindle & Bay Financial Advisors
Texas
$392K -$231K -1,551 -39%
MPCL
1260
My Personal CFO LLC
Washington
$391K +$1.04K +7 +0.3%
ABC
1261
Anchor Bay Capital
California
$391K +$345K +2,322 New
FWM
1262
Focused Wealth Management
New York
$391K -$26.8K -180 -7%
HWA
1263
HMV Wealth Advisors
Louisiana
$390K +$2.08K +14 +0.6%
SP
1264
Successful Portfolios
Florida
$386K – – –
KBFS
1265
Kohmann Bosshard Financial Services
Ohio
$381K – – –
BWA
1266
BlueSky Wealth Advisors
North Carolina
$380K – – –
GI
1267
GAMMA Investing
California
$380K +$38.5K +259 +12%
BWIA
1268
Bryant Woods Investment Advisors
New York
$377K +$353K +2,375 New
SP
1269
Stonebrook Private
Michigan
$370K -$402K -2,700 -54%
GS
1270
GWN Securities
Florida
$369K -$234K -1,576 -40%
RMAM
1271
Raab & Moskowitz Asset Management
New Jersey
$368K -$3.57K -24 -1%
R
1272
Rebalance
California
$367K -$28.1K -189 -8%
CWWM
1273
Clear Wave Wealth Management
New Jersey
$367K -$16.2K -109 -4%
TWM
1274
Tolleson Wealth Management
Texas
$367K – – –
PFM
1275
Potomac Fund Management
Florida
$366K -$25.2M -169,444 -99%
49 50
51
52 53