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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
1501
Leigh Baldwin & Co
New York
$232K -$16.5K -111 -7%
UFF
1502
USA Financial Formulas
Michigan
$232K +$9.22K +62 +4%
SIC
1503
Samalin Investment Counsel
New York
$231K +$893 +6 +0.4%
VAM
1504
Vienna Asset Management
California
$229K +$215K +1,446 New
CGA
1505
Crescent Grove Advisors
Illinois
$229K -$6.25K -42 -3%
HIA
1506
HTG Investment Advisors
Connecticut
$228K – – –
PFG
1507
Pacific Financial Group
Washington
$227K -$10.6K -71 -5%
PFG
1508
Pinnacle Financial Group
Illinois
$227K -$3.57K -24 -2%
CL
1509
COWA LLC
Oklahoma
$227K -$763K -5,132 -78%
CWS
1510
Cypress Wealth Services
California
$227K -$12.9K -87 -6%
CIA
1511
Cape Investment Advisory
Georgia
$226K -$266K -1,791 -56%
SFM
1512
Stack Financial Management
Montana
$226K -$51.6K -347 -20%
AF
1513
Alerus Financial
North Dakota
$226K – – –
HCP
1514
Hexagon Capital Partners
Arkansas
$225K -$32.6K -219 -13%
RWM
1515
Rockwood Wealth Management
Pennsylvania
$225K +$211K +1,420 New
EP
1516
Edgestream Partners
New Jersey
$225K -$2.31M -15,557 -92%
NFSG
1517
Newbridge Financial Services Group
Florida
$225K -$2.23K -15 -1%
LGG
1518
Luts & Greenleigh Group
Maryland
$224K +$210K +1,410 New
OFO
1519
OneAscent Family Office
Alabama
$223K -$57.7K -388 -22%
KIM
1520
Kestra Investment Management
Texas
$223K -$108K -726 -34%
SFS
1521
Summit Financial Strategies
Ohio
$223K +$209K +1,407 New
ZIM
1522
Zacks Investment Management
Illinois
$222K -$197K -1,322 -49%
SPWM
1523
Spartan Planning & Wealth Management
North Carolina
$222K +$208K +1,400 New
AIP
1524
Almanack Investment Partners
Pennsylvania
$222K +$208K +1,398 New
RFP
1525
Root Financial Partners
California
$220K +$80.9K +544 +64%
59 60
61
62 63