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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
KHCM
1501
Kirtland Hills Capital Management
Ohio
$215K +$227K +1,469 New
PFG
1502
Pinnacle Financial Group
Illinois
$214K +$21.9K +142 +11%
SIC
1503
Samalin Investment Counsel
New York
$213K -$18.7K -121 -8%
OHWP
1504
Oak Harbor Wealth Partners
North Carolina
$212K -$3.7K -24 -2%
SIA
1505
Serenity Investment Advisors
Illinois
$211K -$87.8K -569 -29%
MTIC
1506
Missouri Trust & Investment Company
Missouri
$211K – – –
FIM
1507
Freedom Investment Management
Connecticut
$211K -$168K -1,088 -43%
OPW
1508
Oxler Private Wealth
New York
$211K +$771 +5 +0.3%
HIA
1509
HTG Investment Advisors
Connecticut
$211K – – –
NFSG
1510
Newbridge Financial Services Group
Florida
$210K -$40.9K -265 -16%
SPWM
1511
Straight Path Wealth Management
Michigan
$209K +$617 +4 +0.3%
AF
1512
Alerus Financial
North Dakota
$208K – – –
IWA
1513
Invera Wealth Advisors
Oregon
$208K +$15.1K +98 +7%
PFSC
1514
Peoples Financial Services Corp
Pennsylvania
$207K – – –
EWM
1515
Edge Wealth Management
New York
$206K -$215K -1,392 -50%
FP
1516
Fiduciary Planning
Florida
$205K -$19.7K -128 -8%
UFF
1517
USA Financial Formulas
Michigan
$205K -$55.5K -360 -20%
ATFA
1518
All Terrain Financial Advisors
Minnesota
$204K – – –
CFA
1519
Capstone Financial Advisors
Illinois
$204K -$25.5K -165 -11%
SA
1520
Sacks & Associates
New Jersey
$203K +$309 +2 +0.1%
GCM
1521
Gambit Capital Management
Tennessee
$202K +$212K +1,376 New
PWPS
1522
Pinnacle Wealth Planning Services
Ohio
$200K -$13.7K -89 -6%
KCIA
1523
Kingsbury Capital Investment Advisors
Illinois
$200K +$211K +1,367 New
BCG
1524
Breakwater Capital Group
New Jersey
$200K -$463 -3 -0.2%
LAM
1525
LOM Asset Management
$196K – – –
59 60
61
62 63