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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1301
LeClair Wealth Partners
Ohio
$248K -$94K -695 -28%
RW
1302
REDW Wealth
New Mexico
$248K – – –
ADL
1303
Asset Dedication LLC
California
$247K +$18.7K +138 +8%
SAG
1304
SageView Advisory Group
California
$247K -$24.5K -181 -9%
HWA
1305
HCR Wealth Advisors
California
$247K -$17.2K -127 -7%
LJAC
1306
L.J. Altfest & Co
New York
$246K -$20.7K -153 -8%
TP
1307
Tranquility Partners
Tennessee
$246K +$30K +222 +14%
CKAIS
1308
Christensen King & Associates Investment Services
Washington
$245K – – –
WQ
1309
Wealth Quarterback
New Jersey
$244K -$271 -2 -0.1%
DTC
1310
Davidson Trust Company
Washington
$244K – – –
FA
1311
Fiduciary Alliance
South Carolina
$244K +$4.2K +31 +2%
SMA
1312
Sage Mountain Advisors
Georgia
$243K -$46.1K -341 -16%
SFG
1313
Sovereign Financial Group
Connecticut
$243K -$5.01K -37 -2%
SFM
1314
Stack Financial Management
Montana
$243K +$13.5K +100 +6%
PAA
1315
Peregrine Asset Advisers
Oregon
$242K – – –
GWMR
1316
GC Wealth Management RIA
Massachusetts
$242K +$235K +1,737 New
GFP
1317
Gryphon Financial Partners
Ohio
$242K +$13.1K +97 +6%
CWM
1318
Cranbrook Wealth Management
Michigan
$242K -$1.17M -8,618 -83%
MWM
1319
MBE Wealth Management
Wisconsin
$241K -$15K -111 -6%
PCMC
1320
Paragon Capital Management (Colorado)
Colorado
$240K – – –
SAM
1321
Silvercrest Asset Management
New York
$238K -$24.8K -183 -10%
CAM
1322
Councilmark Asset Management
Tennessee
$237K – – –
BAM
1323
Byrne Asset Management
New Jersey
$236K – – –
FFG
1324
Fortem Financial Group
California
$235K -$24K -177 -9%
WA
1325
Wealth Architects
California
$235K – – –
51 52
53
54 55