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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1676
Richardson Financial Services
Massachusetts
$19.5K -$20.8K -142 -50%
IRAG
1677
Investment Research & Advisory Group
Georgia
$19.5K – – –
WWP
1678
WR Wealth Planners
Missouri
$19.4K – – –
SAM
1679
Synergy Asset Management
Washington
$18.5K +$17.6K +120 New
LB
1680
Legacy Bridge
Iowa
$18.2K – – –
FP
1681
Financial Perspectives
Minnesota
$17.8K +$146 +1 +0.8%
MCM
1682
Mainstream Capital Management
California
$17.5K +$18.6K +127 New
FGA
1683
Fortis Group Advisors
New Jersey
$17.1K -$7.14M -48,806 -100%
OC
1684
Oarsman Capital
Wisconsin
$17.1K – – –
EAM
1685
Eukles Asset Management
Ohio
$16.8K – – –
RMP
1686
Richards, Merrill & Peterson
Washington
$16.5K +$17.6K +120 New
CFP
1687
Comprehensive Financial Planning
Pennsylvania
$16.4K +$17.4K +119 New
SIM
1688
Synergy Investment Management
Florida
$16K +$17.1K +117 New
SRCM
1689
Signature Resources Capital Management
California
$16K – – –
CFFP
1690
Center for Financial Planning
Michigan
$15.8K – – –
Q1WB
1691
Quest 10 Wealth Builders
Virginia
$15.8K +$16.8K +115 New
WWMSC
1692
Wagner Wealth Management (South Carolina)
South Carolina
$15.6K – – –
MFT
1693
Moisand Fitzgerald Tamayo
Florida
$15.1K – – –
RDFA
1694
Ritter Daniher Financial Advisory
Ohio
$15K – – –
HC
1695
Hurley Capital
New York
$14.6K +$15.4K +105 New
CBT
1696
CoreFirst Bank & Trust
Kansas
$14.4K +$15.4K +105 New
PPC
1697
Park Place Capital
Alabama
$14.3K -$8.05K -55 -35%
RAM
1698
Ramirez Asset Management
New York
$13.8K – – –
TWD
1699
True Wealth Design
Ohio
$13.8K – – –
TCOV
1700
Trust Company of Vermont
Vermont
$13.8K – – –
66 67
68
69 70