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State Street Health Care Select Sector SPDR ETF
XLV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
201
Heirloom Wealth Management
Colorado
$9.82M +$9.55M +70,549 New
IAN
202
Integrated Advisors Network
Texas
$9.81M +$268K +1,978 +3%
AWA
203
Arkadios Wealth Advisors
Georgia
$9.68M +$12.3K +91 +0.1%
PPWP
204
Premier Path Wealth Partners
New Jersey
$9.65M -$378K -2,795 -4%
EWS
205
Eagle Wealth Strategies
New Jersey
$9.42M +$230K +1,696 +3%
TAM
206
Tocqueville Asset Management
New York
$9.4M -$97.4K -720 -1%
SCP
207
Sender Company & Partners
New York
$9.37M +$4.43M +32,703 +94%
MWA
208
MFA Wealth Advisors
Pennsylvania
$9.36M +$397K +2,931 +5%
HPC
209
Hobart Private Capital
North Carolina
$9.33M +$345K +2,551 +4%
IC
210
Innealta Capital
Texas
$9.31M -$747K -5,521 -8%
HCMG
211
Howard Capital Management Group
California
$9.3M +$1.47M +10,832 +19%
LGA
212
Lebenthal Global Advisors
New York
$9.3M +$4.91M +36,259 +119%
AI
213
Atria Investments
North Carolina
$9.26M -$4.62M -34,110 -34%
HNW
214
High Note Wealth
Minnesota
$9.05M -$1.24M -9,193 -12%
AI
215
Arvest Investments
Arkansas
$9M +$1.11M +8,221 +15%
WCM
216
Winthrop Capital Management
Indiana
$8.96M +$200K +1,477 +2%
Cerity Partners
217
Cerity Partners
New York
$8.95M -$248K -1,832 -3%
MC
218
Martin & Co
Tennessee
$8.86M +$49.9K +369 +0.6%
GEM
219
Global Endowment Management
North Carolina
$8.81M -$250K -1,850 -3%
FMC
220
First Merchants Corp
Indiana
$8.71M -$448K -3,311 -5%
P
221
&Partners
Tennessee
$8.62M -$841K -6,212 -9%
GIA
222
Gladstone Institutional Advisory
Florida
$8.48M -$196K -1,445 -2%
Pathstone Holdings
223
Pathstone Holdings
New Jersey
$8.47M -$719K -5,314 -8%
CWMG
224
Compass Wealth Management (Georgia)
Georgia
$8.38M +$650K +4,805 +9%
SCA
225
Sage Capital Advisors
South Dakota
$8.34M -$17.2K -127 -0.2%
7 8
9
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