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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1301
Plante Moran Financial Advisors
Michigan
$244K +$29K +219 +14%
PFM
1302
Parsec Financial Management
North Carolina
$243K – – –
HR
1303
Hardy Reed
Mississippi
$241K +$235K +1,775 New
WIA
1304
Westbourne Investment Advisors
Maryland
$241K -$3.98K -30 -2%
CA
1305
Carson Advisory
Georgia
$241K +$13.5K +102 +6%
PSIWM
1306
Paradigm Strategies in Wealth Management
Minnesota
$240K +$663 +5 +0.3%
CCG
1307
Coastwise Capital Group
California
$239K +$663 +5 +0.3%
TCM
1308
Triumph Capital Management
Colorado
$239K -$1.22M -9,192 -84%
PP
1309
Pacifica Partners
Canada
$238K – – –
LDFR
1310
Lehman & Derafelo Financial Resources
Pennsylvania
$238K -$14.8K -112 -6%
UIA
1311
Ulland Investment Advisors
Minnesota
$238K – – –
WI
1312
WBI Investments
New Jersey
$238K -$3.58K -27 -2%
RIM
1313
Rockbridge Investment Management
New York
$237K – – –
WSFS
1314
Wilmington Savings Fund Society
Delaware
$237K -$56.8K -429 -20%
WA
1315
Wealth Architects
California
$237K – – –
HFA
1316
High Falls Advisors
New York
$237K +$231K +1,741 New
AA
1317
Auxano Advisors
Washington
$236K +$12.1K +91 +6%
FHB
1318
First Hawaiian Bank
Hawaii
$236K -$51.1K -386 -18%
KFSC
1319
Keystone Financial Services (Colorado)
Colorado
$231K – – –
APA
1320
Astoria Portfolio Advisors
New York
$230K -$15.1K -114 -6%
TP
1321
Tranquility Partners
Tennessee
$229K +$224K +1,687 New
AA
1322
Ancora Advisors
Ohio
$229K +$40.2K +303 +22%
EE
1323
EWG Elevate
California
$228K +$223K +1,680 New
TCM
1324
Traynor Capital Management
Pennsylvania
$228K -$9.41K -71 -4%
SDWIA
1325
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$227K – – –
51 52
53
54 55