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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
1501
RPg Family Wealth Advisory
Massachusetts
– -$673K -4,911 Closed
MCM
1502
Moore Capital Management
New York
– -$629K -4,590 Closed
WCAMG
1503
Woodard & Company Asset Management Group
North Carolina
– -$605K -4,418 Closed
CFAM
1504
Coury Firm Asset Management
Pennsylvania
– -$461K -3,366 Closed
TDC
1505
Thompson Davis & Co
Virginia
– -$454K -3,313 Closed
AL
1506
Aspiriant LLC
California
– -$431K -3,148 Closed
BOTW
1507
Bank of the West
California
– -$419K -3,057 Closed
IWP
1508
Icon Wealth Partners
Texas
– -$329K -2,399 Closed
FSA
1509
Financial Sense Advisors
California
– -$325K -2,373 Closed
WWM
1510
Windsor Wealth Management
Indiana
– -$325K -2,275 Closed
GA
1511
GFS Advisors
Texas
– -$307K -2,243 Closed
FFA
1512
Freedman Financial Associates
Massachusetts
– -$290K -2,119 Closed
CFAM
1513
Center For Asset Management
Florida
– -$280K -2,045 Closed
RFA
1514
Resurgent Financial Advisors
Georgia
– -$275K -2,006 Closed
SPL
1515
Smart Portfolios LLC
Washington
– -$265K -1,935 Closed
FFA
1516
First Foundation Advisors
California
– -$263K -1,919 Closed
AG
1517
Appleton Group
Wisconsin
– -$262K -1,916 Closed
ACM
1518
Advisors Capital Management
New Jersey
– -$254K -1,854 Closed
DA
1519
Dash Acquisitions
California
– -$252K -1,842 Closed
ATI
1520
Act Two Investors
California
– -$246K -1,798 Closed
G
1521
Gainplan
Michigan
– -$244K -1,783 Closed
CFC
1522
Coyle Financial Counsel
Illinois
– -$242K -1,768 Closed
IC
1523
Intersect Capital
California
– -$235K -1,716 Closed
CFO
1524
Collective Family Office
Pennsylvania
– -$233K -1,704 Closed
SAM
1525
Summit Asset Management
Tennessee
– -$233K -1,700 Closed
59 60
61
62 63