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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1301
Dumont & Blake Investment Advisors
New Jersey
$312K -$306K -2,018 -50%
FFA
1302
Founders Financial Alliance
North Carolina
$311K +$2.12K +14 +0.7%
FPF
1303
First Pacific Financial
Washington
$311K +$306K +2,020 New
TWCA
1304
Two West Capital Advisors
Kansas
$310K +$12.7K +84 +4%
MIA
1305
MainStreet Investment Advisors
Illinois
$308K -$1.06K -7 -0.3%
ISB
1306
Iowa State Bank
Iowa
$308K – – –
MMG
1307
Monetary Management Group
Missouri
$308K +$45.5K +300 +18%
CAL
1308
Capital Analysts LLC
Pennsylvania
$308K +$51.5K +340 +21%
QP
1309
Quartz Partners
New York
$307K +$302K +1,990 New
EIA
1310
Edgemoor Investment Advisors
Maryland
$306K +$59K +389 +24%
RZH
1311
Relyea Zuckerberg Hanson
Connecticut
$305K -$97.9K -646 -25%
AWA
1312
Acorn Wealth Advisors
Michigan
$305K +$5.61K +37 +2%
CRC
1313
Curi RMB Capital
Illinois
$305K +$13.6K +90 +5%
GWM
1314
GSB Wealth Management
Connecticut
$304K – – –
MWM
1315
Maltin Wealth Management
New Jersey
$304K +$909 +6 +0.3%
GSIAS
1316
Garden State Investment Advisory Services
New Jersey
$303K +$15.5K +102 +5%
SP
1317
Successful Portfolios
Florida
$303K – – –
PMFA
1318
Plante Moran Financial Advisors
Michigan
$303K +$455 +3 +0.2%
COCM
1319
Charter Oak Capital Management
New Hampshire
$303K -$15.6K -103 -5%
ACA
1320
Affinity Capital Advisors
California
$303K -$6.21K -41 -2%
RBC
1321
Romano Brothers & Co
Illinois
$302K – – –
BG
1322
Bollard Group
Massachusetts
$301K +$909 +6 +0.3%
CC
1323
Cornerstone Capital
California
$301K – – –
TFF
1324
The Family Firm
Maryland
$301K +$909 +6 +0.3%
OWM
1325
OneAscent Wealth Management
Alabama
$298K +$55.8K +368 +23%
51 52
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