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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1251
Peak Financial Advisors
Colorado
$355K +$350K +2,308 New
AWM
1252
Arista Wealth Management
Nevada
$355K – – –
RIS
1253
Retirement Income Solutions
Michigan
$353K +$30.9K +204 +10%
FWM
1254
Fonville Wealth Management
Virginia
$351K +$345K +2,279 New
SHJ
1255
Sharkey, Howes & Javer
Colorado
$351K +$345K +2,278 New
FFG
1256
Fortem Financial Group
California
$351K -$19.1K -126 -5%
AA
1257
Addison Advisors
Vermont
$351K -$18.9K -125 -5%
PWP
1258
Precedent Wealth Partners
Texas
$351K – – –
MWM
1259
Modern Wealth Management
Kansas
$348K -$31.5K -208 -8%
PIMG
1260
Patriot Investment Management Group
Tennessee
$348K – – –
LCGC
1261
Legacy Capital Group California
California
$347K +$108K +711 +46%
R
1262
Rebalance
California
$346K +$1.21K +8 +0.4%
BDF
1263
Black Diamond Financial
Maryland
$346K +$15.9K +105 +5%
MCA
1264
MSH Capital Advisors
Arizona
$345K -$40.8K -269 -11%
TPCW
1265
TD Private Client Wealth
New York
$345K -$303 -2 -0.1%
CWM
1266
Cahaba Wealth Management
Georgia
$345K +$65.2K +430 +24%
GHAM
1267
Gilman Hill Asset Management
Connecticut
$342K – – –
SWA
1268
Strategies Wealth Advisors
Michigan
$342K -$32.4K -214 -9%
MCA
1269
Millennium Capital Advisors
Arkansas
$341K – – –
PFSC
1270
Peoples Financial Services Corp
Pennsylvania
$341K -$1.06K -7 -0.3%
HWA
1271
HCR Wealth Advisors
California
$340K +$7.58K +50 +2%
CFG
1272
Carr Financial Group
Massachusetts
$340K -$31.7K -209 -9%
LWM
1273
Lodestone Wealth Management
Washington
$339K -$273K -1,801 -45%
EWM
1274
Executive Wealth Management
Michigan
$338K -$15.6K -103 -4%
DA
1275
Doliver Advisors
Texas
$338K -$8.64K -57 -3%
49 50
51
52 53