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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1901
Cyndeo Wealth Partners
Florida
– -$220K -1,426 Closed
GWMR
1902
GC Wealth Management RIA
Massachusetts
– -$219K -1,423 Closed
SC
1903
Soundwatch Capital
Connecticut
– -$219K -1,421 Closed
JIC
1904
Joel Isaacson & Co
New York
– -$218K -1,416 Closed
SPA
1905
Sentinel Pension Advisors
Massachusetts
– -$218K -1,416 Closed
FSA
1906
Fort Sheridan Advisors
Illinois
– -$216K -1,401 Closed
CFA
1907
Capstone Financial Advisors
Illinois
– -$216K -1,400 Closed
TWM
1908
Trueblood Wealth Management
Ohio
– -$215K -1,399 Closed
ASBI
1909
American State Bank (Iowa)
Iowa
– -$211K -1,373 Closed
CFSG
1910
Community Financial Services Group
Vermont
– -$210K -1,363 Closed
PWM
1911
Prosperity Wealth Management
California
– -$210K -1,362 Closed
CA
1912
CGN Advisors
Kansas
– -$206K -1,340 Closed
AIP
1913
Almanack Investment Partners
Pennsylvania
– -$206K -1,338 Closed
AL
1914
ACAS LLC
California
– -$206K -1,337 Closed
BZWA
1915
Blue Zone Wealth Advisors
California
– -$205K -1,331 Closed
CTFG
1916
Capstone Triton Financial Group
Oklahoma
– -$201K -1,307 Closed
HL
1917
HeadInvest LLC
Maine
– -$201K -1,307 Closed
SPWM
1918
Straight Path Wealth Management
Michigan
– -$201K -1,305 Closed
AI
1919
Accredited Investors
Minnesota
– -$201K -1,303 Closed
DI
1920
DAGCO Inc
Ohio
– -$181K -1,175 Closed
JPWM
1921
Jamison Private Wealth Management
Georgia
– -$156K -1,016 Closed
FAM
1922
Flaharty Asset Management
Florida
– -$130K -844 Closed
MAM
1923
Marquette Asset Management
Minnesota
– -$128K -832 Closed
SHIM
1924
Stone House Investment Management
Pennsylvania
– -$128K -828 Closed
HFS
1925
Hantz Financial Services
Michigan
– -$109K -709 Closed
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