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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1701
Bell Investment Advisors
California
$13.3K -$6K -41 -30%
WWM
1702
Wolff Wiese Magana
California
$13.2K – – –
BA
1703
Ballast Advisors
Minnesota
$13.1K – – –
DSC
1704
Duncker Streett & Co
Missouri
$12.9K -$36K -246 -72%
PCMC
1705
Private Capital Management (Colorado)
Colorado
$12.7K -$130K -890 -91%
RBA
1706
Richard Bernstein Advisors
New York
$12.7K – – –
IF
1707
Integrity Financial
Wyoming
$12.5K – – –
SIC
1708
SJS Investment Consulting
Ohio
$12.5K – – –
WA
1709
WPG Advisers
Maryland
$12.3K +$13K +89 New
FFA
1710
Frazier Financial Advisors
Ohio
$12.2K -$1.46K -10 -10%
MFA
1711
McClarren Financial Advisors
Pennsylvania
$12K – – –
FRA
1712
Front Row Advisors
California
$11.5K – – –
EWM
1713
Evermay Wealth Management
Virginia
$11.1K -$4.68K -32 -28%
RWM
1714
Rialto Wealth Management
New York
$10.9K +$11.6K +79 New
LWA
1715
Lowe Wealth Advisors
Maryland
$10.3K – – –
BIG
1716
Brooklyn Investment Group
New York
$10.2K +$10.8K +74 New
AWM
1717
Abound Wealth Management
Tennessee
$10K -$28.1K -192 -72%
CWM
1718
Crowley Wealth Management
Delaware
$10K +$10.7K +73 New
VNA
1719
Valley National Advisers
Pennsylvania
$10K +$9.07K +62 +388%
LCM
1720
Logan Capital Management
Pennsylvania
$9.79K – – –
HWM
1721
HighMark Wealth Management
Minnesota
$9.75K – – –
LIS
1722
Legacy Investment Solutions
Idaho
$9.66K -$22K -150 -69%
LWMI
1723
Legacy Wealth Management (Idaho)
Idaho
$9.66K -$22K -150 -69%
MSFP
1724
Mark Sheptoff Financial Planning
Connecticut
$9.49K – – –
RFG
1725
REAP Financial Group
Texas
$9.08K – – –
67 68
69
70 71