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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1576
Valley National Advisers
Pennsylvania
$22K – – –
MFA
1577
McClarren Financial Advisors
Pennsylvania
$21K +$130 +1 +0.6%
HWM
1578
HighMark Wealth Management
Minnesota
$20.6K – – –
LIA
1579
Luken Investment Analytics
Tennessee
$20.5K – – –
IRAG
1580
Investment Research & Advisory Group
Georgia
$19.4K – – –
FPFS
1581
First Personal Financial Services
North Carolina
$18.4K – – –
OHWP
1582
Oak Harbor Wealth Partners
North Carolina
$18.1K +$17.3K +133 New
LB
1583
Legacy Bridge
Iowa
$18K – – –
IFAM
1584
Institutional & Family Asset Management
Colorado
$18K – – –
TWD
1585
True Wealth Design
Ohio
$17.7K +$3.9K +30 +30%
LFA
1586
Livelsberger Financial Advisory
Ohio
$17.7K +$16.9K +130 New
AWM
1587
Avior Wealth Management
Nebraska
$17.6K -$177K -1,361 -91%
WPWM
1588
Western Pacific Wealth Management
Illinois
$17K – – –
IF
1589
Integrity Financial
Wyoming
$15.8K – – –
SRCM
1590
Signature Resources Capital Management
California
$15.8K +$15.1K +116 New
CFFP
1591
Center for Financial Planning
Michigan
$15.7K – – –
MHR
1592
Matthew Hamilton Rosenberg
$15.3K – – –
BL
1593
Balentine LLC
Georgia
$15K – – –
MFT
1594
Moisand Fitzgerald Tamayo
Florida
$15K – – –
MFG
1595
Mendota Financial Group
Wisconsin
$15K +$14.3K +110 New
RDFA
1596
Ritter Daniher Financial Advisory
Ohio
$14.9K – – –
EAM
1597
Eukles Asset Management
Ohio
$14.2K – – –
BA
1598
Ballast Advisors
Minnesota
$14K +$1.04K +8 +8%
EA
1599
Evolution Advisers
Virginia
$14K +$13.4K +103 New
SA
1600
Scarborough Advisors
Maryland
$14K +$13.4K +103 New
62 63
64
65 66