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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1476
Amplius Wealth Advisors
Pennsylvania
$237K +$229K +1,532 New
FP
1477
Fiduciary Planning
Florida
$236K -$10.2K -68 -4%
SMA
1478
Sage Mountain Advisors
Georgia
$236K -$33.1K -221 -13%
TCM
1479
TruNorth Capital Management
Michigan
$235K – – –
GPW
1480
Gray Private Wealth
Massachusetts
$235K – – –
CWS
1481
Cypress Wealth Services
California
$235K +$227K +1,516 New
FCH
1482
Freestone Capital Holdings
Washington
$234K +$599 +4 +0.3%
CWM
1483
Cranbrook Wealth Management
Michigan
$234K -$33.5K -224 -13%
KIA
1484
Kraematon Investment Advisors
Massachusetts
$233K -$13.3K -89 -6%
SWM
1485
SHP Wealth Management
Massachusetts
$233K +$226K +1,507 New
SCTC
1486
Sanibel Captiva Trust Company
Florida
$232K +$224K +1,498 New
PUI
1487
Purpose Unlimited Inc
$231K +$224K +1,494 New
APWA
1488
Atlas Private Wealth Advisors
New Jersey
$231K -$158K -1,056 -41%
CB
1489
Chris Bulman
California
$230K +$1.5K +10 +0.7%
ADL
1490
Asset Dedication LLC
California
$230K -$44K -294 -17%
FPL
1491
Fortress Private Ledger
North Carolina
$230K +$222K +1,483 New
T
1492
Tableaux
Massachusetts
$229K -$233K -1,554 -51%
SEP
1493
Signature Equity Partners
Ohio
$229K +$222K +1,480 New
EIA
1494
Eldridge Investment Advisors
New Hampshire
$229K – – –
AWM
1495
Accel Wealth Management
Iowa
$229K -$13.6K -91 -6%
SAG
1496
SageView Advisory Group
California
$228K -$45.1K -301 -17%
CAM
1497
Campion Asset Management
Virginia
$228K +$4.79K +32 +2%
AWM
1498
Able Wealth Management
New Jersey
$228K +$220K +1,472 New
OHWP
1499
Oak Harbor Wealth Partners
North Carolina
$228K +$16.2K +108 +8%
TFM
1500
Trademark Financial Management
Minnesota
$227K +$220K +1,469 New
58 59
60
61 62