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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
1301
Select Asset Management & Trust
Pennsylvania
$295K – – –
SCM
1302
Sebold Capital Management
Illinois
$294K -$2.58K -18 -0.9%
FCM
1303
Firestone Capital Management
Florida
$294K +$285K +1,987 New
GSIAS
1304
Garden State Investment Advisory Services
New Jersey
$293K +$16.4K +114 +6%
RBC
1305
Romano Brothers & Co
Illinois
$293K -$15.5K -108 -5%
SP
1306
Successful Portfolios
Florida
$291K – – –
FEM
1307
Fulcrum Equity Management
Texas
$290K -$362K -2,520 -56%
MWM
1308
Maltin Wealth Management
New Jersey
$289K +$12.8K +89 +5%
PWM
1309
Penobscot Wealth Management
Maine
$289K -$25.4K -177 -8%
CAWM
1310
Capital Advisors Wealth Management
Washington
$289K -$732K -5,101 -72%
CWM
1311
Castle Wealth Management
Florida
$287K -$394K -2,748 -59%
BG
1312
Bollard Group
Massachusetts
$287K +$861 +6 +0.3%
SFM
1313
Stack Financial Management
Montana
$287K +$279K +1,942 New
TFF
1314
The Family Firm
Maryland
$286K +$1K +7 +0.4%
AWA
1315
Acorn Wealth Advisors
Michigan
$286K -$3.73K -26 -1%
CRWM
1316
Castle Rock Wealth Management
California
$284K +$143 +1 +0%
JWM
1317
Janiczek Wealth Management
Colorado
$284K -$15.1K -105 -5%
LEA
1318
Legacy Edge Advisors
New York
$283K +$56.2K +392 +26%
EA
1319
Eudaimonia Advisors
Tennessee
$283K +$275K +1,917 New
KFI
1320
Key Financial Inc
Pennsylvania
$282K -$43.6K -304 -14%
EFG
1321
Ethos Financial Group
Pennsylvania
$282K -$64K -446 -19%
WEG
1322
World Equity Group
Illinois
$281K -$236K -1,646 -46%
ATFA
1323
All Terrain Financial Advisors
Minnesota
$280K – – –
TCM
1324
Traynor Capital Management
Pennsylvania
$280K -$13.2K -92 -5%
PMFA
1325
Plante Moran Financial Advisors
Michigan
$279K +$55.8K +389 +26%
51 52
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