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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
1251
Keystone Wealth Services
California
$332K -$12.6K -86 -3%
PWM
1252
Penobscot Wealth Management
Maine
$331K +$97.6K +667 +38%
BONH
1253
Bank of New Hampshire
New Hampshire
$330K -$91.5K -625 -21%
KBFS
1254
Kohmann Bosshard Financial Services
Ohio
$330K – – –
LA
1255
Lifeworks Advisors
Michigan
$330K -$16.4K -112 -4%
BWA
1256
BlueSky Wealth Advisors
North Carolina
$329K – – –
MRP
1257
Measured Risk Portfolios
California
$329K +$350K +2,394 New
WJWM
1258
Williams Jones Wealth Management
New York
$329K +$36.9K +252 +12%
WAM
1259
WNY Asset Management
New York
$328K -$4.39K -30 -1%
PBK
1260
Peoples Bank (Kansas)
Kansas
$327K -$21.2K -145 -6%
TWP
1261
Tyche Wealth Partners
Texas
$327K -$81.2K -555 -19%
CWP
1262
Core Wealth Partners
California
$326K -$36.3K -248 -9%
SAM
1263
Smith Asset Management
Florida
$325K +$346K +2,365 New
CAM
1264
Concorde Asset Management
Michigan
$325K +$346K +2,363 New
PFSC
1265
Peoples Financial Services Corp
Pennsylvania
$325K +$22K +150 +7%
CAL
1266
Capital Analysts LLC
Pennsylvania
$322K +$51.1K +349 +17%
SAM
1267
Silvercrest Asset Management
New York
$320K +$63.8K +436 +23%
SC
1268
Solstein Capital
California
$319K – – –
BBPWM
1269
Blue Bell Private Wealth Management
Pennsylvania
$318K -$7.32K -50 -2%
TWM
1270
Tolleson Wealth Management
Texas
$318K +$338K +2,311 New
AWM
1271
Arista Wealth Management
Nevada
$317K – – –
WC
1272
Whitney & Co
New York
$316K -$75.8K -518 -18%
SSWM
1273
Strait & Sound Wealth Management
California
$315K +$335K +2,289 New
RA
1274
Rise Advisors
New York
$315K +$106K +723 +46%
SWA
1275
Strategies Wealth Advisors
Michigan
$314K -$11K -75 -3%
49 50
51
52 53