On this page, we present all of the funds holding XLV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XLV, with a link to that fund's top holdings. The next columns indicate the amount of XLV stock held by each of the funds holding XLV, followed by the XLV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1604 funds holding XLV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding XLV), click the fund name in the "Holder" column of the funds-holding-XLV table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | $5,646,412 | 12/31/2023 | |
XLV | 41,384,351 | $5,643,998 | 12/31/2023 |
Call | 68,000 | $9,274 | 12/31/2023 |
Put | 50,300 | $6,860 | 12/31/2023 |
JPMorgan Chase & Co. | 14,676,978 | $2,001,646 | 12/31/2023 |
XLV | 14,676,978 | $2,001,646 | 12/31/2023 |
Morgan Stanley | 12,034,365 | $1,641,247 | 12/31/2023 |
XLV | 12,034,365 | $1,641,247 | 12/31/2023 |
Envestnet Asset Management Inc. | 6,969,963 | $950,564 | 12/31/2023 |
XLV | 6,969,963 | $950,564 | 12/31/2023 |
Wells Fargo & Company MN | $936,933 | 12/31/2023 | |
XLV | 6,870,018 | $936,933 | 12/31/2023 |
Put | 100,000 | $13,638 | 12/31/2023 |
Call | 100,000 | $13,638 | 12/31/2023 |
Granite Bay Wealth Management LLC | 6,985,543 | $908,297 | 12/31/2023 |
XLV | 6,985,543 | $908,297 | 12/31/2023 |
Raymond James & Associates | 5,682,906 | $839,536 | 03/31/2024 |
XLV | 5,682,906 | $839,536 | 03/31/2024 |
LPL Financial LLC | 6,153,519 | $839,217 | 12/31/2023 |
XLV | 6,153,519 | $839,217 | 12/31/2023 |
Nissay Asset Management Corp Japan ADV | 5,740,591 | $782,902 | 12/31/2023 |
XLV | 5,740,591 | $782,902 | 12/31/2023 |
Janney Montgomery Scott LLC | 4,495,141 | $613,047 | 12/31/2023 |
XLV | 4,495,141 | $613,047 | 12/31/2023 |
Truist Financial Corp | 4,097,404 | $558,804 | 12/31/2023 |
XLV | 4,097,404 | $558,804 | 12/31/2023 |
WestEnd Advisors LLC | 3,577,711 | $487,928 | 12/31/2023 |
XLV | 3,577,711 | $487,928 | 12/31/2023 |
UBS Group AG | $483,211 | 12/31/2023 | |
XLV | 3,915,025 | $533,931 | 12/31/2023 |
Put | 491,000 | $66,963 | 12/31/2023 |
Call | 119,100 | $16,243 | 12/31/2023 |
Royal Bank of Canada | $411,867 | 12/31/2023 | |
XLV | 3,519,999 | $480,057 | 12/31/2023 |
Put | 500,000 | $68,190 | 12/31/2023 |
Goldman Sachs Group Inc. | $393,097 | 12/31/2023 | |
XLV | 3,353,769 | $457,387 | 12/31/2023 |
Put | 890,400 | $121,433 | 12/31/2023 |
Call | 419,000 | $57,143 | 12/31/2023 |
Bessemer Group Inc. | 2,863,443 | $390,515 | 12/31/2023 |
XLV | 2,863,443 | $390,515 | 12/31/2023 |
Harel Insurance Investments & Financial Services Ltd. | 2,823,883 | $385,121 | 12/31/2023 |
XLV | 2,823,883 | $385,121 | 12/31/2023 |
Ameriprise Financial Inc. | 2,611,460 | $356,383 | 12/31/2023 |
XLV | 2,611,460 | $356,383 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 2,206,329 | $300,899 | 12/31/2023 |
XLV | 2,206,329 | $300,899 | 12/31/2023 |
CHURCHILL MANAGEMENT Corp | 1,980,560 | $292,588 | 03/31/2024 |
XLV | 1,980,560 | $292,588 | 03/31/2024 |
Caisse DE Depot ET Placement DU Quebec | 1,717,100 | $234,178 | 12/31/2023 |
XLV | 1,717,100 | $234,178 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,540,643 | $227,599 | 03/31/2024 |
XLV | 1,540,643 | $227,599 | 03/31/2024 |
Citigroup Inc. | $181,892 | 12/31/2023 | |
XLV | 1,439,818 | $196,362 | 12/31/2023 |
Put | 341,100 | $46,519 | 12/31/2023 |
Call | 235,000 | $32,049 | 12/31/2023 |
Meitav Dash Investments Ltd. | 1,303,471 | $177,694 | 12/31/2023 |
XLV | 1,303,471 | $177,694 | 12/31/2023 |
BNP Paribas Arbitrage SA | $166,860 | 12/31/2023 | |
XLV | 1,252,191 | $170,774 | 12/31/2023 |
Put | 887 | $12,097 | 12/31/2023 |
Call | 600 | $8,183 | 12/31/2023 |
BlackRock Inc. | 1,222,085 | $166,668 | 12/31/2023 |
XLV | 1,222,085 | $166,668 | 12/31/2023 |
Citadel Advisors LLC | $166,249 | 12/31/2023 | |
Call | 2,164,900 | $295,249 | 12/31/2023 |
Put | 952,600 | $129,916 | 12/31/2023 |
XLV | 6,717 | $916 | 12/31/2023 |
Victory Capital Management Inc. | 1,009,057 | $137,615 | 12/31/2023 |
XLV | 1,009,057 | $137,615 | 12/31/2023 |
MBB Public Markets I LLC | 973,549 | $132,773 | 12/31/2023 |
XLV | 973,549 | $132,773 | 12/31/2023 |
HighTower Advisors LLC | 959,352 | $130,869 | 12/31/2023 |
XLV | 959,352 | $130,869 | 12/31/2023 |
Healthcare of Ontario Pension Plan Trust Fund | 920,000 | $125,470 | 12/31/2023 |
XLV | 920,000 | $125,470 | 12/31/2023 |
TD Asset Management Inc. | 887,774 | $121,075 | 12/31/2023 |
XLV | 887,774 | $121,075 | 12/31/2023 |
Advisor Group Holdings Inc. | $117,150 | 12/31/2023 | |
XLV | 859,276 | $117,218 | 12/31/2023 |
Put | 32 | $68 | 12/31/2023 |
Global Assets Advisory LLC | 791,110 | $116,871 | 03/31/2024 |
XLV | 791,110 | $116,871 | 03/31/2024 |
Stifel Financial Corp | 853,246 | $116,368 | 12/31/2023 |
XLV | 853,246 | $116,368 | 12/31/2023 |
Menora Mivtachim Holdings LTD. | 847,400 | $115,568 | 12/31/2023 |
XLV | 847,400 | $115,568 | 12/31/2023 |
Phoenix Holdings Ltd. | 828,551 | $112,998 | 12/31/2023 |
XLV | 828,551 | $112,998 | 12/31/2023 |
InterOcean Capital Group LLC | 757,714 | $103,337 | 12/31/2023 |
XLV | 757,714 | $103,337 | 12/31/2023 |
Congress Wealth Management LLC DE | 685,689 | $101,297 | 03/31/2024 |
XLV | 685,689 | $101,297 | 03/31/2024 |
Green Harvest Asset Management LLC | 705,841 | $96,263 | 12/31/2023 |
XLV | 705,841 | $96,263 | 12/31/2023 |
Commonwealth Equity Services LLC | 666,248 | $90,863 | 12/31/2023 |
XLV | 666,248 | $90,863 | 12/31/2023 |
WINTON GROUP Ltd | 594,921 | $81,135 | 12/31/2023 |
XLV | 594,921 | $81,135 | 12/31/2023 |
Signature Estate & Investment Advisors LLC | 584,011 | $79,647 | 12/31/2023 |
XLV | 584,011 | $79,647 | 12/31/2023 |
US Bancorp DE | 563,567 | $76,859 | 12/31/2023 |
XLV | 563,567 | $76,859 | 12/31/2023 |
Conservest Capital Advisors Inc. | 553,664 | $75,509 | 12/31/2023 |
XLV | 553,664 | $75,509 | 12/31/2023 |
Natixis | 553,080 | $75,429 | 12/31/2023 |
XLV | 553,080 | $75,429 | 12/31/2023 |
Main Management ETF Advisors LLC | 535,130 | $72,981 | 12/31/2023 |
XLV | 535,130 | $72,981 | 12/31/2023 |
Swan Global Investments LLC | 534,324 | $72,871 | 12/31/2023 |
XLV | 534,324 | $72,871 | 12/31/2023 |
Northern Trust Corp | 511,899 | $69,813 | 12/31/2023 |
XLV | 511,899 | $69,813 | 12/31/2023 |
Millennium Management LLC | $68,729 | 12/31/2023 | |
Call | 759,600 | $103,594 | 12/31/2023 |
Put | 305,300 | $41,637 | 12/31/2023 |
XLV | 49,659 | $6,772 | 12/31/2023 |
Assetmark Inc. | 498,313 | $67,960 | 12/31/2023 |
XLV | 498,313 | $67,960 | 12/31/2023 |
RiverFront Investment Group LLC | 481,080 | $65,609 | 12/31/2023 |
XLV | 481,080 | $65,609 | 12/31/2023 |
Rockefeller Capital Management L.P. | 474,285 | $64,683 | 12/31/2023 |
XLV | 474,285 | $64,683 | 12/31/2023 |
AGF Management Ltd. | 461,106 | $62,886 | 12/31/2023 |
XLV | 461,106 | $62,886 | 12/31/2023 |
Summit Trail Advisors LLC | 399,744 | $59,054 | 03/31/2024 |
XLV | 399,744 | $59,054 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 392,428 | $57,973 | 03/31/2024 |
XLV | 392,428 | $57,973 | 03/31/2024 |
J.Safra Asset Management Corp | 421,444 | $57,477 | 12/31/2023 |
XLV | 421,444 | $57,477 | 12/31/2023 |
Prudential Financial Inc. | 412,145 | $56,208 | 12/31/2023 |
XLV | 412,145 | $56,208 | 12/31/2023 |
Clal Insurance Enterprises Holdings Ltd | 410,000 | $55,916 | 12/31/2023 |
XLV | 410,000 | $55,916 | 12/31/2023 |
Varma Mutual Pension Insurance Co | 406,000 | $55,370 | 12/31/2023 |
XLV | 406,000 | $55,370 | 12/31/2023 |
Parallax Volatility Advisers L.P. | $55,138 | 12/31/2023 | |
Call | 699,700 | $95,425 | 12/31/2023 |
Put | 295,400 | $40,287 | 12/31/2023 |
XLV | 1 | $0 | 12/31/2023 |
Cetera Advisor Networks LLC | 373,759 | $50,973 | 12/31/2023 |
XLV | 373,759 | $50,973 | 12/31/2023 |
EP Wealth Advisors LLC | 360,380 | $49,149 | 12/31/2023 |
XLV | 360,380 | $49,149 | 12/31/2023 |
Private Advisor Group LLC | 357,362 | $48,737 | 12/31/2023 |
XLV | 357,362 | $48,737 | 12/31/2023 |
The PNC Financial Services Group Inc. | 352,461 | $48,069 | 12/31/2023 |
XLV | 352,461 | $48,069 | 12/31/2023 |
MML Investors Services LLC | 351,199 | $47,897 | 12/31/2023 |
XLV | 351,199 | $47,897 | 12/31/2023 |
Taiyo Life Insurance Co. | 346,500 | $47,256 | 12/31/2023 |
XLV | 346,500 | $47,256 | 12/31/2023 |
Miracle Mile Advisors LLC | 319,707 | $47,230 | 03/31/2024 |
XLV | 319,707 | $47,230 | 03/31/2024 |
Capital Investment Advisors LLC | 309,902 | $45,782 | 03/31/2024 |
XLV | 309,902 | $45,782 | 03/31/2024 |
Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management | 329,300 | $44,910 | 12/31/2023 |
XLV | 329,300 | $44,910 | 12/31/2023 |
Marshall Wace LLP | 326,655 | $44,549 | 12/31/2023 |
XLV | 326,655 | $44,549 | 12/31/2023 |
Bank of Montreal Can | 324,986 | $44,344 | 12/31/2023 |
XLV | 324,986 | $44,344 | 12/31/2023 |
1832 Asset Management L.P. | 321,456 | $43,840 | 12/31/2023 |
XLV | 321,456 | $43,840 | 12/31/2023 |
Grimes & Company Inc. | 294,820 | $43,554 | 03/31/2024 |
XLV | 294,820 | $43,554 | 03/31/2024 |
KCM Investment Advisors LLC | 315,992 | $43,095 | 12/31/2023 |
XLV | 315,992 | $43,095 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 308,105 | $42,020 | 12/31/2023 |
XLV | 308,105 | $42,020 | 12/31/2023 |
CWM LLC | 280,946 | $41,504 | 03/31/2024 |
XLV | 280,946 | $41,504 | 03/31/2024 |
Vista Private Wealth Partners. LLC | 300,436 | $40,973 | 12/31/2023 |
XLV | 300,436 | $40,973 | 12/31/2023 |
Quotient Wealth Partners LLC | 290,034 | $39,555 | 12/31/2023 |
XLV | 290,034 | $39,555 | 12/31/2023 |
Barclays PLC | $39,263 | 12/31/2023 | |
XLV | 317,892 | $43,354 | 12/31/2023 |
Put | 30,000 | $4,091 | 12/31/2023 |
Tiff Advisory Services Inc. | 286,581 | $39,084 | 12/31/2023 |
XLV | 286,581 | $39,084 | 12/31/2023 |
Foundations Investment Advisors LLC | 272,260 | $38,715 | 12/31/2023 |
XLV | 272,260 | $38,715 | 12/31/2023 |
United Capital Financial Advisers LLC | 283,120 | $38,612 | 12/31/2023 |
XLV | 283,120 | $38,612 | 12/31/2023 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 281,325 | $38,335 | 12/31/2023 |
XLV | 281,325 | $38,335 | 12/31/2023 |
State of Michigan Retirement System | 255,788 | $37,788 | 03/31/2024 |
XLV | 255,788 | $37,788 | 03/31/2024 |
Spinnaker Trust | 268,610 | $36,633 | 12/31/2023 |
XLV | 268,610 | $36,633 | 12/31/2023 |
Advisory Alpha LLC | 266,370 | $36,328 | 12/31/2023 |
XLV | 266,370 | $36,328 | 12/31/2023 |
Wharton Business Group LLC | 262,104 | $35,746 | 12/31/2023 |
XLV | 262,104 | $35,746 | 12/31/2023 |
TD Waterhouse Canada Inc. | 244,891 | $35,666 | 12/31/2023 |
XLV | 244,891 | $35,666 | 12/31/2023 |
Bouchey Financial Group Ltd | 238,796 | $35,277 | 03/31/2024 |
XLV | 238,796 | $35,277 | 03/31/2024 |
Mariner LLC | 252,349 | $34,415 | 12/31/2023 |
XLV | 252,349 | $34,415 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 252,046 | $34,374 | 12/31/2023 |
XLV | 252,046 | $34,374 | 12/31/2023 |
GWM Advisors LLC | 247,967 | $34,349 | 12/31/2023 |
XLV | 247,967 | $34,349 | 12/31/2023 |
Haverford Trust Co. | 250,668 | $34,186 | 12/31/2023 |
XLV | 250,668 | $34,186 | 12/31/2023 |
Cetera Investment Advisers | 243,526 | $33,212 | 12/31/2023 |
XLV | 243,526 | $33,212 | 12/31/2023 |
CI Private Wealth LLC | 241,572 | $32,945 | 12/31/2023 |
XLV | 241,572 | $32,945 | 12/31/2023 |
Main Management LLC | 239,255 | $32,630 | 12/31/2023 |
XLV | 239,255 | $32,630 | 12/31/2023 |
Fifth Third Bancorp | 220,486 | $32,572 | 03/31/2024 |
XLV | 220,486 | $32,572 | 03/31/2024 |
Adams Diversified Equity Fund Inc. | 218,500 | $32,279 | 03/31/2024 |
XLV | 218,500 | $32,279 | 03/31/2024 |
Country Trust Bank | 218,213 | $32,237 | 03/31/2024 |
XLV | 218,213 | $32,237 | 03/31/2024 |
Mmbg Investment Advisors CO. | 235,349 | $32,097 | 12/31/2023 |
XLV | 235,349 | $32,097 | 12/31/2023 |
Interactive Financial Advisors | 235,203 | $32,077 | 12/31/2023 |
XLV | 235,203 | $32,077 | 12/31/2023 |
Alps Advisors Inc. | 232,636 | $31,727 | 12/31/2023 |
XLV | 232,636 | $31,727 | 12/31/2023 |
Spire Wealth Management | 212,199 | $31,348 | 03/31/2024 |
XLV | 212,199 | $31,348 | 03/31/2024 |
Cullen Capital Management LLC | 229,619 | $31,315 | 12/31/2023 |
XLV | 229,619 | $31,315 | 12/31/2023 |
Brevan Howard Capital Management LP | $29,663 | 12/31/2023 | |
Call | 517,500 | $70,577 | 12/31/2023 |
Put | 300,000 | $40,914 | 12/31/2023 |
Baltimore Washington Financial Advisors Inc. | 215,032 | $29,326 | 12/31/2023 |
XLV | 215,032 | $29,326 | 12/31/2023 |
JNB Advisors LLC | 212,250 | $28,947 | 12/31/2023 |
XLV | 212,250 | $28,947 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 209,858 | $28,620 | 12/31/2023 |
XLV | 209,858 | $28,620 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 209,194 | $28,530 | 12/31/2023 |
XLV | 209,194 | $28,530 | 12/31/2023 |
Greenwood Gearhart Inc. | 207,751 | $28,333 | 12/31/2023 |
XLV | 207,751 | $28,333 | 12/31/2023 |
Eastern Bank | 206,097 | $28,108 | 12/31/2023 |
XLV | 206,097 | $28,108 | 12/31/2023 |
Avantax Advisory Services Inc. | 205,706 | $28,054 | 12/31/2023 |
XLV | 205,706 | $28,054 | 12/31/2023 |
Kingsview Wealth Management LLC | 204,736 | $27,922 | 12/31/2023 |
XLV | 204,736 | $27,922 | 12/31/2023 |
Peapack Gladstone Financial Corp | 197,666 | $26,958 | 12/31/2023 |
XLV | 197,666 | $26,958 | 12/31/2023 |
MAI Capital Management | 196,815 | $26,842 | 12/31/2023 |
XLV | 196,815 | $26,842 | 12/31/2023 |
Full Sail Capital LLC | 194,324 | $26,502 | 12/31/2023 |
XLV | 194,324 | $26,502 | 12/31/2023 |
Credit Suisse AG | 190,178 | $25,936 | 12/31/2023 |
XLV | 190,178 | $25,936 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 187,814 | $25,614 | 12/31/2023 |
XLV | 187,814 | $25,614 | 12/31/2023 |
Cetera Advisors LLC | 180,775 | $24,654 | 12/31/2023 |
XLV | 180,775 | $24,654 | 12/31/2023 |
Yelin Lapidot Holdings Management Ltd. | 180,399 | $24,603 | 12/31/2023 |
XLV | 180,399 | $24,603 | 12/31/2023 |
DAVENPORT & Co LLC | 179,780 | $24,518 | 12/31/2023 |
XLV | 179,780 | $24,518 | 12/31/2023 |
SP Asset Management LLC | 177,504 | $24,208 | 12/31/2023 |
XLV | 177,504 | $24,208 | 12/31/2023 |
Qube Research & Technologies Ltd | 176,741 | $24,104 | 12/31/2023 |
XLV | 176,741 | $24,104 | 12/31/2023 |
Captrust Financial Advisors | 166,420 | $22,696 | 12/31/2023 |
XLV | 166,420 | $22,696 | 12/31/2023 |
First Interstate Bank | 164,667 | $22,457 | 12/31/2023 |
XLV | 164,667 | $22,457 | 12/31/2023 |
Ayalon Holdings Ltd. | 151,112 | $22,324 | 03/31/2024 |
XLV | 151,112 | $22,324 | 03/31/2024 |
Charter Trust Co. | 151,092 | $22,321 | 03/31/2024 |
XLV | 151,092 | $22,321 | 03/31/2024 |
Bank Hapoalim BM | 163,326 | $22,273 | 12/31/2023 |
XLV | 163,326 | $22,273 | 12/31/2023 |
Biltmore Wealth Management LLC | 163,059 | $22,238 | 12/31/2023 |
XLV | 163,059 | $22,238 | 12/31/2023 |
Kestra Advisory Services LLC | 162,487 | $22,160 | 12/31/2023 |
XLV | 162,487 | $22,160 | 12/31/2023 |
IMZ Advisory Inc | 149,200 | $22,041 | 03/31/2024 |
XLV | 149,200 | $22,041 | 03/31/2024 |
Thrivent Financial for Lutherans | 160,181 | $21,845 | 12/31/2023 |
XLV | 160,181 | $21,845 | 12/31/2023 |
BCJ Capital Management LLC | 159,420 | $21,742 | 12/31/2023 |
XLV | 159,420 | $21,742 | 12/31/2023 |
Benchmark Investment Advisors LLC | 159,420 | $21,742 | 12/31/2023 |
XLV | 159,420 | $21,742 | 12/31/2023 |
American Financial Advisors LLC | 143,366 | $21,180 | 03/31/2024 |
XLV | 143,366 | $21,180 | 03/31/2024 |
Atria Wealth Solutions Inc. | 150,630 | $20,543 | 12/31/2023 |
XLV | 150,630 | $20,543 | 12/31/2023 |
Equitable Holdings Inc. | 145,922 | $19,901 | 12/31/2023 |
XLV | 145,922 | $19,901 | 12/31/2023 |
Krilogy Financial LLC | 134,261 | $19,834 | 03/31/2024 |
XLV | 134,261 | $19,834 | 03/31/2024 |
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 140,559 | $19,169 | 12/31/2023 |
XLV | 140,559 | $19,169 | 12/31/2023 |
Clarity Financial LLC | 129,198 | $19,086 | 03/31/2024 |
XLV | 129,198 | $19,086 | 03/31/2024 |
Chemung Canal Trust Co. | 126,983 | $18,759 | 03/31/2024 |
XLV | 126,983 | $18,759 | 03/31/2024 |
Salomon & Ludwin LLC | 145,243 | $18,731 | 12/31/2023 |
XLV | 145,243 | $18,731 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 136,628 | $18,633 | 12/31/2023 |
XLV | 136,628 | $18,633 | 12/31/2023 |
Stratos Wealth Partners LTD. | 125,047 | $18,473 | 03/31/2024 |
XLV | 125,047 | $18,473 | 03/31/2024 |
SG Americas Securities LLC | 134,507 | $18,344 | 12/31/2023 |
XLV | 134,507 | $18,344 | 12/31/2023 |
Global Endowment Management LP | 133,471 | $18,203 | 12/31/2023 |
XLV | 133,471 | $18,203 | 12/31/2023 |
Park Avenue Securities LLC | 123,144 | $18,192 | 03/31/2024 |
XLV | 123,144 | $18,192 | 03/31/2024 |
OLD National Bancorp IN | 122,837 | $18,147 | 03/31/2024 |
XLV | 122,837 | $18,147 | 03/31/2024 |
AE Wealth Management LLC | 129,324 | $18,011 | 12/31/2023 |
XLV | 129,324 | $18,011 | 12/31/2023 |
GTS Securities LLC | $17,861 | 12/31/2023 | |
XLV | 273,510 | $37,295 | 12/31/2023 |
Put | 221,600 | $30,222 | 12/31/2023 |
Call | 79,100 | $10,788 | 12/31/2023 |
Comerica Bank | 130,752 | $17,832 | 12/31/2023 |
XLV | 130,752 | $17,832 | 12/31/2023 |
Chevy Chase Trust Holdings Inc. | 127,754 | $17,423 | 12/31/2023 |
XLV | 127,754 | $17,423 | 12/31/2023 |
Commerce Bank | 126,967 | $17,316 | 12/31/2023 |
XLV | 126,967 | $17,316 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 114,775 | $16,956 | 03/31/2024 |
XLV | 114,775 | $16,956 | 03/31/2024 |
Brave Asset Management Inc. | 121,119 | $16,518 | 12/31/2023 |
XLV | 121,119 | $16,518 | 12/31/2023 |
Cresset Asset Management LLC | 119,339 | $16,275 | 12/31/2023 |
XLV | 119,339 | $16,275 | 12/31/2023 |
Perigon Wealth Management LLC | 118,883 | $16,213 | 12/31/2023 |
XLV | 118,883 | $16,213 | 12/31/2023 |
Oppenheimer & Co. Inc. | 115,110 | $15,699 | 12/31/2023 |
XLV | 115,110 | $15,699 | 12/31/2023 |
Concurrent Investment Advisors LLC | 114,448 | $15,608 | 12/31/2023 |
XLV | 114,448 | $15,608 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 104,199 | $15,393 | 03/31/2024 |
XLV | 104,199 | $15,393 | 03/31/2024 |
Miller Investment Management LP | 112,783 | $15,381 | 12/31/2023 |
XLV | 112,783 | $15,381 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 104,074 | $15,375 | 03/31/2024 |
XLV | 104,074 | $15,375 | 03/31/2024 |
Blair William & Co. IL | 111,031 | $15,142 | 12/31/2023 |
XLV | 111,031 | $15,142 | 12/31/2023 |
State Street Corp | 110,560 | $15,078 | 12/31/2023 |
XLV | 110,560 | $15,078 | 12/31/2023 |
Scotia Capital Inc. | 108,732 | $14,829 | 12/31/2023 |
XLV | 108,732 | $14,829 | 12/31/2023 |
Rezny Wealth Management Inc. | 99,361 | $14,679 | 03/31/2024 |
XLV | 99,361 | $14,679 | 03/31/2024 |
Atria Investments LLC | 107,316 | $14,636 | 12/31/2023 |
XLV | 107,316 | $14,636 | 12/31/2023 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 105,342 | $14,355 | 12/31/2023 |
XLV | 105,342 | $14,355 | 12/31/2023 |
StoneX Group Inc. | 104,104 | $14,198 | 12/31/2023 |
XLV | 104,104 | $14,198 | 12/31/2023 |
Dakota Wealth Management | 95,513 | $14,110 | 03/31/2024 |
XLV | 95,513 | $14,110 | 03/31/2024 |
CoreCap Advisors LLC | 102,578 | $13,990 | 12/31/2023 |
XLV | 102,578 | $13,990 | 12/31/2023 |
Stillwater Capital Advisors LLC | 93,449 | $13,805 | 03/31/2024 |
XLV | 93,449 | $13,805 | 03/31/2024 |
Bedell Frazier Investment Counseling LLC | 98,172 | $13,389 | 12/31/2023 |
XLV | 98,172 | $13,389 | 12/31/2023 |
Analyst IMS Investment Management Services Ltd. | 96,888 | $13,213 | 12/31/2023 |
XLV | 96,888 | $13,213 | 12/31/2023 |
Oversea Chinese Banking CORP Ltd | 96,691 | $13,187 | 12/31/2023 |
XLV | 96,691 | $13,187 | 12/31/2023 |
Baird Financial Group Inc. | 96,391 | $13,146 | 12/31/2023 |
XLV | 96,391 | $13,146 | 12/31/2023 |
Two Sigma Investments LP | 95,917 | $13,081 | 12/31/2023 |
XLV | 95,917 | $13,081 | 12/31/2023 |
National Asset Management Inc. | 95,520 | $13,027 | 12/31/2023 |
XLV | 95,520 | $13,027 | 12/31/2023 |
Creative Planning | 94,635 | $12,906 | 12/31/2023 |
XLV | 94,635 | $12,906 | 12/31/2023 |
Pinebridge Investments L.P. | 94,101 | $12,833 | 12/31/2023 |
XLV | 94,101 | $12,833 | 12/31/2023 |
WBH Advisory Inc. | 86,667 | $12,803 | 03/31/2024 |
XLV | 86,667 | $12,803 | 03/31/2024 |
Long Run Wealth Advisors LLC | 85,532 | $12,636 | 03/31/2024 |
XLV | 85,532 | $12,636 | 03/31/2024 |
FMR LLC | 92,320 | $12,591 | 12/31/2023 |
XLV | 92,320 | $12,591 | 12/31/2023 |
IHT Wealth Management LLC | 92,078 | $12,558 | 12/31/2023 |
XLV | 92,078 | $12,558 | 12/31/2023 |
Parkside Investments LLC | 81,645 | $12,061 | 03/31/2024 |
XLV | 81,645 | $12,061 | 03/31/2024 |
Lido Advisors LLC | 86,389 | $11,782 | 12/31/2023 |
XLV | 86,389 | $11,782 | 12/31/2023 |
Alaska Permanent Fund Corp | 79,446 | $11,737 | 03/31/2024 |
XLV | 79,446 | $11,737 | 03/31/2024 |
Private Wealth Advisors LLC | 85,834 | $11,706 | 12/31/2023 |
XLV | 85,834 | $11,706 | 12/31/2023 |
Legacy Financial Strategies LLC | 78,629 | $11,616 | 03/31/2024 |
XLV | 78,629 | $11,616 | 03/31/2024 |
Measured Wealth Private Client Group LLC | 78,325 | $11,571 | 03/31/2024 |
XLV | 78,325 | $11,571 | 03/31/2024 |
Harrell Investment Partners LLC | 83,390 | $11,373 | 12/31/2023 |
XLV | 83,390 | $11,373 | 12/31/2023 |
Fifth Third Securities Inc. | 76,405 | $11,287 | 03/31/2024 |
XLV | 76,405 | $11,287 | 03/31/2024 |
AlphaMark Advisors LLC | 76,386 | $11,285 | 03/31/2024 |
XLV | 76,386 | $11,285 | 03/31/2024 |
Pathstone Holdings LLC | 82,721 | $11,283 | 12/31/2023 |
XLV | 82,721 | $11,283 | 12/31/2023 |
J.W. Cole Advisors Inc. | 81,730 | $11,146 | 12/31/2023 |
XLV | 81,730 | $11,146 | 12/31/2023 |
Evolution Wealth Advisors LLC | 75,039 | $11,086 | 03/31/2024 |
XLV | 75,039 | $11,086 | 03/31/2024 |
Carnegie Capital Asset Management LLC | 80,983 | $11,044 | 12/31/2023 |
XLV | 80,983 | $11,044 | 12/31/2023 |
Hilltop Wealth Advisors LLC | 73,431 | $10,848 | 03/31/2024 |
XLV | 73,431 | $10,848 | 03/31/2024 |
Callan Capital LLC | 79,208 | $10,802 | 12/31/2023 |
XLV | 79,208 | $10,802 | 12/31/2023 |
Tamar Securities LLC | 78,294 | $10,678 | 12/31/2023 |
XLV | 78,294 | $10,678 | 12/31/2023 |
Man Group plc | 78,172 | $10,661 | 12/31/2023 |
XLV | 78,172 | $10,661 | 12/31/2023 |
Arvest Trust Co. N A | 78,092 | $10,650 | 12/31/2023 |
XLV | 78,092 | $10,650 | 12/31/2023 |
Rothschild Capital Partners LLC | 78,050 | $10,644 | 12/31/2023 |
XLV | 78,050 | $10,644 | 12/31/2023 |
Benchmark Financial Wealth Advisors LLC | 71,973 | $10,633 | 03/31/2024 |
XLV | 71,973 | $10,633 | 03/31/2024 |
GeoWealth Management LLC | 77,911 | $10,623 | 12/31/2023 |
XLV | 77,911 | $10,623 | 12/31/2023 |
Hsbc Holdings PLC | 77,809 | $10,593 | 12/31/2023 |
XLV | 77,809 | $10,593 | 12/31/2023 |
High Note Wealth LLC | 76,534 | $10,438 | 12/31/2023 |
XLV | 76,534 | $10,438 | 12/31/2023 |
Round Rock Advisors LLC | 70,296 | $10,385 | 03/31/2024 |
XLV | 70,296 | $10,385 | 03/31/2024 |
Hobart Private Capital LLC | 69,599 | $10,282 | 03/31/2024 |
XLV | 69,599 | $10,282 | 03/31/2024 |
RFG Advisory LLC | 69,472 | $10,263 | 03/31/2024 |
XLV | 69,472 | $10,263 | 03/31/2024 |
First Merchants Corp | 69,203 | $10,223 | 03/31/2024 |
XLV | 69,203 | $10,223 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 74,939 | $10,220 | 12/31/2023 |
XLV | 74,939 | $10,220 | 12/31/2023 |
Frisch Financial Group Inc. | 74,711 | $10,189 | 12/31/2023 |
XLV | 74,711 | $10,189 | 12/31/2023 |
Tocqueville Asset Management L.P. | 73,601 | $10,038 | 12/31/2023 |
XLV | 73,601 | $10,038 | 12/31/2023 |
Wolverine Trading LLC | $9,999 | 12/31/2023 | |
Call | 209,700 | $28,599 | 12/31/2023 |
Put | 153,600 | $20,948 | 12/31/2023 |
XLV | 17,213 | $2,348 | 12/31/2023 |
DRW Securities LLC | 72,024 | $9,823 | 12/31/2023 |
XLV | 72,024 | $9,823 | 12/31/2023 |
Premier Path Wealth Partners LLC | 65,780 | $9,719 | 03/31/2024 |
XLV | 65,780 | $9,719 | 03/31/2024 |
Client First Capital LLC | 65,148 | $9,624 | 03/31/2024 |
XLV | 65,148 | $9,624 | 03/31/2024 |
Rye Brook Capital LLC | 65,000 | $9,602 | 03/31/2024 |
XLV | 65,000 | $9,602 | 03/31/2024 |
Hudson Valley Investment Advisors Inc. ADV | 64,622 | $9,547 | 03/31/2024 |
XLV | 64,622 | $9,547 | 03/31/2024 |
Kozak & Associates Inc. | 67,497 | $9,428 | 12/31/2023 |
XLV | 67,497 | $9,428 | 12/31/2023 |
Keebeck Wealth Management LLC | 68,684 | $9,367 | 12/31/2023 |
XLV | 68,684 | $9,367 | 12/31/2023 |
Aspire Capital Advisors LLC | 68,623 | $9,359 | 12/31/2023 |
XLV | 68,623 | $9,359 | 12/31/2023 |
SFG Wealth Management LLC. | 63,324 | $9,355 | 03/31/2024 |
XLV | 63,324 | $9,355 | 03/31/2024 |
Focused Wealth Management Inc | 68,484 | $9,340 | 12/31/2023 |
XLV | 68,484 | $9,340 | 12/31/2023 |
Martin & Co. Inc. TN | 68,452 | $9,335 | 12/31/2023 |
XLV | 68,452 | $9,335 | 12/31/2023 |
Toth Financial Advisory Corp | 63,155 | $9,330 | 03/31/2024 |
XLV | 63,155 | $9,330 | 03/31/2024 |
Napean Trading & Investment Co Singapore PTE Ltd | 68,316 | $9,317 | 12/31/2023 |
XLV | 68,316 | $9,317 | 12/31/2023 |
PFG Advisors | 68,003 | $9,274 | 12/31/2023 |
XLV | 68,003 | $9,274 | 12/31/2023 |
Proquility Private Wealth Partners LLC | 67,859 | $9,255 | 12/31/2023 |
XLV | 67,859 | $9,255 | 12/31/2023 |
Vickerman Investment Advisors Inc. | 67,807 | $9,247 | 12/31/2023 |
XLV | 67,807 | $9,247 | 12/31/2023 |
Twin Focus Capital Partners LLC | 67,719 | $9,236 | 12/31/2023 |
XLV | 67,719 | $9,236 | 12/31/2023 |
Transcend Wealth Collective LLC | 67,224 | $9,168 | 12/31/2023 |
XLV | 67,224 | $9,168 | 12/31/2023 |
TrinityPoint Wealth LLC | 66,848 | $9,117 | 12/31/2023 |
XLV | 66,848 | $9,117 | 12/31/2023 |
Capital Insight Partners LLC | 61,163 | $9,036 | 03/31/2024 |
XLV | 61,163 | $9,036 | 03/31/2024 |
Perfromance Wealth Partners LLC | 65,799 | $8,974 | 12/31/2023 |
XLV | 65,799 | $8,974 | 12/31/2023 |
Cerity Partners LLC | 65,018 | $8,868 | 12/31/2023 |
XLV | 65,018 | $8,868 | 12/31/2023 |
Pallas Capital Advisors LLC | 59,856 | $8,843 | 03/31/2024 |
XLV | 59,856 | $8,843 | 03/31/2024 |
Royal Fund Management LLC | 59,598 | $8,804 | 03/31/2024 |
XLV | 59,598 | $8,804 | 03/31/2024 |
Trilogy Capital Inc. | 59,555 | $8,798 | 03/31/2024 |
XLV | 59,555 | $8,798 | 03/31/2024 |
Founders Financial Securities LLC | 59,342 | $8,767 | 03/31/2024 |
XLV | 59,342 | $8,767 | 03/31/2024 |
Pictet North America Advisors SA | 64,016 | $8,731 | 12/31/2023 |
XLV | 64,016 | $8,731 | 12/31/2023 |
Sykon Capital LLC | 63,941 | $8,720 | 12/31/2023 |
XLV | 63,941 | $8,720 | 12/31/2023 |
Eagle Wealth Strategies LLC | 59,327 | $8,690 | 03/31/2024 |
XLV | 59,327 | $8,690 | 03/31/2024 |
Syon Capital LLC | 63,684 | $8,685 | 12/31/2023 |
XLV | 63,684 | $8,685 | 12/31/2023 |
Evercore Wealth Management LLC | 63,612 | $8,675 | 12/31/2023 |
XLV | 63,612 | $8,675 | 12/31/2023 |
Welch Capital Partners LLC NY | 63,480 | $8,657 | 12/31/2023 |
XLV | 63,480 | $8,657 | 12/31/2023 |
Cornerstone Wealth Group LLC | 58,268 | $8,608 | 03/31/2024 |
XLV | 58,268 | $8,608 | 03/31/2024 |
NewEdge Wealth LLC | 62,988 | $8,590 | 12/31/2023 |
XLV | 62,988 | $8,590 | 12/31/2023 |
Petredis Investment Advisors LLC | 57,587 | $8,507 | 03/31/2024 |
XLV | 57,587 | $8,507 | 03/31/2024 |
Financial Advocates Investment Management | 61,221 | $8,349 | 12/31/2023 |
XLV | 61,221 | $8,349 | 12/31/2023 |
Insight Wealth Strategies LLC | 56,098 | $8,287 | 03/31/2024 |
XLV | 56,098 | $8,287 | 03/31/2024 |
McMahon Financial Advisors LLC | 56,007 | $8,274 | 03/31/2024 |
XLV | 56,007 | $8,274 | 03/31/2024 |
Arvest Investments Inc. | 55,504 | $8,200 | 03/31/2024 |
XLV | 55,504 | $8,200 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 59,975 | $8,179 | 12/31/2023 |
XLV | 59,975 | $8,179 | 12/31/2023 |
Forbes J M & Co. LLP | 55,331 | $8,174 | 03/31/2024 |
XLV | 55,331 | $8,174 | 03/31/2024 |
Eqis Capital Management Inc. | 59,693 | $8,141 | 12/31/2023 |
XLV | 59,693 | $8,141 | 12/31/2023 |
Integrated Wealth Concepts LLC | 59,476 | $8,111 | 12/31/2023 |
XLV | 59,476 | $8,111 | 12/31/2023 |
Annex Advisory Services LLC | 54,763 | $8,090 | 03/31/2024 |
XLV | 54,763 | $8,090 | 03/31/2024 |
Bank of Nova Scotia | 59,280 | $8,085 | 12/31/2023 |
XLV | 59,280 | $8,085 | 12/31/2023 |
Innealta Capital LLC | 59,122 | $8,063 | 12/31/2023 |
XLV | 59,122 | $8,063 | 12/31/2023 |
Adamsbrown Wealth Consultants LLC | 58,871 | $8,029 | 12/31/2023 |
XLV | 58,871 | $8,029 | 12/31/2023 |
AAFCPAs Wealth Management LLC | 58,605 | $7,993 | 12/31/2023 |
XLV | 58,605 | $7,993 | 12/31/2023 |
Crumly & Associates Inc. | 58,595 | $7,991 | 12/31/2023 |
XLV | 58,595 | $7,991 | 12/31/2023 |
Constitution Capital LLC | 53,806 | $7,949 | 03/31/2024 |
XLV | 53,806 | $7,949 | 03/31/2024 |
Silverleafe Capital Partners LLC | 53,537 | $7,909 | 03/31/2024 |
XLV | 53,537 | $7,909 | 03/31/2024 |
Walleye Capital LLC | $7,896 | 12/31/2023 | |
Call | 386,400 | $52,697 | 12/31/2023 |
Put | 328,500 | $44,801 | 12/31/2023 |
Western Wealth Management LLC | 57,456 | $7,836 | 12/31/2023 |
XLV | 57,456 | $7,836 | 12/31/2023 |
Paloma Partners Management Co | $7,765 | 12/31/2023 | |
Call | 77,000 | $10,501 | 12/31/2023 |
Put | 32,400 | $4,419 | 12/31/2023 |
XLV | 12,344 | $1,683 | 12/31/2023 |
Howard Capital Management Group LLC | 51,738 | $7,643 | 03/31/2024 |
XLV | 51,738 | $7,643 | 03/31/2024 |
Valmark Advisers Inc. | 55,494 | $7,568 | 12/31/2023 |
XLV | 55,494 | $7,568 | 12/31/2023 |
Winthrop Capital Management LLC | 54,874 | $7,484 | 12/31/2023 |
XLV | 54,874 | $7,484 | 12/31/2023 |
Beacon Pointe Advisors LLC | 54,369 | $7,415 | 12/31/2023 |
XLV | 54,369 | $7,415 | 12/31/2023 |
Proequities Inc. | 54,298 | $7,405 | 12/31/2023 |
XLV | 54,298 | $7,405 | 12/31/2023 |
Prestige Wealth Management Group LLC | 50,053 | $7,394 | 03/31/2024 |
XLV | 50,053 | $7,394 | 03/31/2024 |
Ieq Capital LLC | 53,478 | $7,293 | 12/31/2023 |
XLV | 53,478 | $7,293 | 12/31/2023 |
Woodmont Investment Counsel LLC | 48,911 | $7,226 | 03/31/2024 |
XLV | 48,911 | $7,226 | 03/31/2024 |
Merit Financial Group LLC | 52,643 | $7,179 | 12/31/2023 |
XLV | 52,643 | $7,179 | 12/31/2023 |
Madison Park Capital Advisors LLC | 47,975 | $7,087 | 03/31/2024 |
XLV | 47,975 | $7,087 | 03/31/2024 |
Concentric Capital Strategies LP | 51,830 | $7,069 | 12/31/2023 |
XLV | 51,830 | $7,069 | 12/31/2023 |
Sabal Trust CO | 51,718 | $7,053 | 12/31/2023 |
XLV | 51,718 | $7,053 | 12/31/2023 |
Courier Capital LLC | 47,559 | $7,026 | 03/31/2024 |
XLV | 47,559 | $7,026 | 03/31/2024 |
5th Street Advisors LLC | 51,418 | $7,012 | 12/31/2023 |
XLV | 51,418 | $7,012 | 12/31/2023 |
Orion Portfolio Solutions LLC | 49,460 | $6,942 | 12/31/2023 |
XLV | 49,460 | $6,942 | 12/31/2023 |
CIBC World Markets Inc. | 50,680 | $6,912 | 12/31/2023 |
XLV | 50,680 | $6,912 | 12/31/2023 |
Liberty One Investment Management LLC | 50,550 | $6,894 | 12/31/2023 |
XLV | 50,550 | $6,894 | 12/31/2023 |
Pinnacle Associates Ltd. | 46,409 | $6,856 | 03/31/2024 |
XLV | 46,409 | $6,856 | 03/31/2024 |
Integrated Advisors Network LLC | 49,687 | $6,776 | 12/31/2023 |
XLV | 49,687 | $6,776 | 12/31/2023 |
Darwin Advisors LLC | 49,353 | $6,731 | 12/31/2023 |
XLV | 49,353 | $6,731 | 12/31/2023 |
Next Capital Management LLC | 48,809 | $6,657 | 12/31/2023 |
XLV | 48,809 | $6,657 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 48,620 | $6,631 | 12/31/2023 |
XLV | 48,620 | $6,631 | 12/31/2023 |
Retirement Planning Group | 44,768 | $6,614 | 03/31/2024 |
XLV | 44,768 | $6,614 | 03/31/2024 |
Advisory Services Network LLC | 48,466 | $6,610 | 12/31/2023 |
XLV | 48,466 | $6,610 | 12/31/2023 |
Vectors Research Management LLC | 48,347 | $6,594 | 12/31/2023 |
XLV | 48,347 | $6,594 | 12/31/2023 |
Anfield Capital Management LLC | 48,342 | $6,593 | 12/31/2023 |
XLV | 48,342 | $6,593 | 12/31/2023 |
Kellett Schaffner Wealth Advisors LLC | 44,441 | $6,565 | 03/31/2024 |
XLV | 44,441 | $6,565 | 03/31/2024 |
Banco Santander S.A. | 48,119 | $6,562 | 12/31/2023 |
XLV | 48,119 | $6,562 | 12/31/2023 |
Mutual Advisors LLC | 47,680 | $6,503 | 12/31/2023 |
XLV | 47,680 | $6,503 | 12/31/2023 |
Privium Fund Management UK Ltd | 46,857 | $6,503 | 12/31/2023 |
XLV | 46,857 | $6,503 | 12/31/2023 |
FSC Wealth Advisors LLC | 43,869 | $6,481 | 03/31/2024 |
XLV | 43,869 | $6,481 | 03/31/2024 |
Zurich Insurance Group Ltd FI | 46,117 | $6,480 | 12/31/2023 |
XLV | 46,117 | $6,480 | 12/31/2023 |
Simplicity Wealth LLC | 43,806 | $6,471 | 03/31/2024 |
XLV | 43,806 | $6,471 | 03/31/2024 |
Capital Planning Advisors LLC | 47,420 | $6,467 | 12/31/2023 |
XLV | 47,420 | $6,467 | 12/31/2023 |
Asset Allocation Strategies LLC | 47,264 | $6,446 | 12/31/2023 |
XLV | 47,264 | $6,446 | 12/31/2023 |
CMH Wealth Management LLC | 43,135 | $6,372 | 03/31/2024 |
XLV | 43,135 | $6,372 | 03/31/2024 |
Allred Capital Management LLC | 42,986 | $6,350 | 03/31/2024 |
XLV | 42,986 | $6,350 | 03/31/2024 |
Sepio Capital LP | 46,427 | $6,332 | 12/31/2023 |
XLV | 46,427 | $6,332 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 46,324 | $6,318 | 12/31/2023 |
XLV | 46,324 | $6,318 | 12/31/2023 |
AlTi Global Inc. | 46,285 | $6,312 | 12/31/2023 |
XLV | 46,285 | $6,312 | 12/31/2023 |
Modus Advisors LLC | 42,691 | $6,307 | 03/31/2024 |
XLV | 42,691 | $6,307 | 03/31/2024 |
Tritonpoint Wealth LLC | 42,607 | $6,294 | 03/31/2024 |
XLV | 42,607 | $6,294 | 03/31/2024 |
Glenmede Trust Co. NA | 45,448 | $6,198 | 12/31/2023 |
XLV | 45,448 | $6,198 | 12/31/2023 |
Asset Advisors Investment Management LLC | 45,096 | $6,150 | 12/31/2023 |
XLV | 45,096 | $6,150 | 12/31/2023 |
Trust Co. of Virginia VA | 41,350 | $6,109 | 03/31/2024 |
XLV | 41,350 | $6,109 | 03/31/2024 |
Raymond James Trust N.A. | 41,330 | $6,106 | 03/31/2024 |
XLV | 41,330 | $6,106 | 03/31/2024 |
Wedbush Securities Inc. | 44,423 | $6,058 | 12/31/2023 |
XLV | 44,423 | $6,058 | 12/31/2023 |
Exchange Traded Concepts LLC | 40,890 | $6,041 | 03/31/2024 |
XLV | 40,890 | $6,041 | 03/31/2024 |
Busey Wealth Management | 40,535 | $5,988 | 03/31/2024 |
XLV | 40,535 | $5,988 | 03/31/2024 |
Focus Financial Network Inc. ADV | 43,587 | $5,944 | 12/31/2023 |
XLV | 43,587 | $5,944 | 12/31/2023 |
Centaurus Financial Inc. | 43,536 | $5,937 | 12/31/2023 |
XLV | 43,536 | $5,937 | 12/31/2023 |
MV Capital Management Inc. | 40,184 | $5,936 | 03/31/2024 |
XLV | 40,184 | $5,936 | 03/31/2024 |
Stephens Inc. AR | 43,401 | $5,919 | 12/31/2023 |
XLV | 43,401 | $5,919 | 12/31/2023 |
ST Germain D J Co. Inc. | 40,005 | $5,910 | 03/31/2024 |
XLV | 40,005 | $5,910 | 03/31/2024 |
Northstar Advisory Group LLC | 43,335 | $5,910 | 12/31/2023 |
XLV | 43,335 | $5,910 | 12/31/2023 |
Allworth Financial LP | 39,654 | $5,858 | 03/31/2024 |
XLV | 39,654 | $5,858 | 03/31/2024 |
Deltec Asset Management LLC | 38,845 | $5,739 | 03/31/2024 |
XLV | 38,845 | $5,739 | 03/31/2024 |
Simmons Bank | 41,965 | $5,723 | 12/31/2023 |
XLV | 41,965 | $5,723 | 12/31/2023 |
D.A. Davidson & CO. | 41,714 | $5,689 | 12/31/2023 |
XLV | 41,714 | $5,689 | 12/31/2023 |
Pachira Investments Inc. | 37,949 | $5,606 | 03/31/2024 |
XLV | 37,949 | $5,606 | 03/31/2024 |
Maven Securities LTD | 40,813 | $5,566 | 12/31/2023 |
XLV | 40,813 | $5,566 | 12/31/2023 |
ICA Group Wealth Management LLC | 39,885 | $5,440 | 12/31/2023 |
XLV | 39,885 | $5,440 | 12/31/2023 |
Flagship Harbor Advisors LLC | 36,733 | $5,427 | 03/31/2024 |
XLV | 36,733 | $5,427 | 03/31/2024 |
Spectrum Wealth Counsel LLC | 39,097 | $5,332 | 12/31/2023 |
XLV | 39,097 | $5,332 | 12/31/2023 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 38,729 | $5,282 | 12/31/2023 |
XLV | 38,729 | $5,282 | 12/31/2023 |
Leicht Financial Planning & Wealth Management Inc. | 38,644 | $5,270 | 12/31/2023 |
XLV | 38,644 | $5,270 | 12/31/2023 |
Global Retirement Partners LLC | 35,600 | $5,259 | 03/31/2024 |
XLV | 35,600 | $5,259 | 03/31/2024 |
Wade G W & Inc. | 38,219 | $5,212 | 12/31/2023 |
XLV | 38,219 | $5,212 | 12/31/2023 |
Affiance Financial LLC | 35,200 | $5,200 | 03/31/2024 |
XLV | 35,200 | $5,200 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 38,023 | $5,186 | 12/31/2023 |
XLV | 38,023 | $5,186 | 12/31/2023 |
Blue Door Asset Management LLC | 37,906 | $5,170 | 12/31/2023 |
XLV | 37,906 | $5,170 | 12/31/2023 |
Sowell Financial Services LLC | 37,636 | $5,133 | 12/31/2023 |
XLV | 37,636 | $5,133 | 12/31/2023 |
Kennicott Capital Management LLC | 34,539 | $5,102 | 03/31/2024 |
XLV | 34,539 | $5,102 | 03/31/2024 |
Patten & Patten Inc. TN | 37,315 | $5,089 | 12/31/2023 |
XLV | 37,315 | $5,089 | 12/31/2023 |
Denver Wealth Management Inc. | 34,432 | $5,087 | 03/31/2024 |
XLV | 34,432 | $5,087 | 03/31/2024 |
Focus Financial Network Inc. | 36,588 | $5,065 | 03/31/2024 |
XLV | 36,588 | $5,065 | 03/31/2024 |
Riverpoint Wealth Management Holdings LLC | 36,754 | $5,012 | 12/31/2023 |
XLV | 36,754 | $5,012 | 12/31/2023 |
Sharper & Granite LLC | 34,934 | $5,003 | 03/31/2024 |
XLV | 34,934 | $5,003 | 03/31/2024 |
Shira Ridge Wealth Management | 33,638 | $4,969 | 03/31/2024 |
XLV | 33,638 | $4,969 | 03/31/2024 |
FDx Advisors Inc. | 36,220 | $4,940 | 12/31/2023 |
XLV | 36,220 | $4,940 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 36,162 | $4,932 | 12/31/2023 |
XLV | 36,162 | $4,932 | 12/31/2023 |
Bfsg LLC | 33,323 | $4,923 | 03/31/2024 |
XLV | 33,323 | $4,923 | 03/31/2024 |
Berkshire Money Management Inc. | 36,082 | $4,921 | 12/31/2023 |
XLV | 36,082 | $4,921 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 33,214 | $4,907 | 03/31/2024 |
XLV | 33,214 | $4,907 | 03/31/2024 |
Two Sigma Securities LLC | $4,906 | 12/31/2023 | |
XLV | 32,474 | $4,429 | 12/31/2023 |
Call | 16,200 | $2,209 | 12/31/2023 |
Put | 12,700 | $1,732 | 12/31/2023 |
CX Institutional | 32,969 | $4,870 | 03/31/2024 |
XLV | 32,969 | $4,870 | 03/31/2024 |
Atlas Capital Advisors LLC | 32,885 | $4,858 | 03/31/2024 |
XLV | 32,885 | $4,858 | 03/31/2024 |
WESPAC Advisors SoCal LLC | 32,795 | $4,845 | 03/31/2024 |
XLV | 32,795 | $4,845 | 03/31/2024 |
Delos Wealth Advisors LLC | $4,832 | 12/31/2023 | |
XLV | 25,431 | $3,468 | 12/31/2023 |
Call | 10,000 | $1,364 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 35,228 | $4,804 | 12/31/2023 |
XLV | 35,228 | $4,804 | 12/31/2023 |
Venturi Wealth Management LLC | 32,428 | $4,791 | 03/31/2024 |
XLV | 32,428 | $4,791 | 03/31/2024 |
German American Bancorp Inc. | 34,891 | $4,758 | 12/31/2023 |
XLV | 34,891 | $4,758 | 12/31/2023 |
Bbjs Financial Advisors LLC | 34,535 | $4,710 | 12/31/2023 |
XLV | 34,535 | $4,710 | 12/31/2023 |
Financial Counselors Inc. | 34,514 | $4,707 | 12/31/2023 |
XLV | 34,514 | $4,707 | 12/31/2023 |
Baker Avenue Asset Management LP | 33,978 | $4,634 | 12/31/2023 |
XLV | 33,978 | $4,634 | 12/31/2023 |
First Horizon Advisors Inc. | 31,361 | $4,633 | 03/31/2024 |
XLV | 31,361 | $4,633 | 03/31/2024 |
GSA Capital Partners LLP | 33,936 | $4,628 | 12/31/2023 |
XLV | 33,936 | $4,628 | 12/31/2023 |
Innova Wealth Partners | 33,053 | $4,508 | 12/31/2023 |
XLV | 33,053 | $4,508 | 12/31/2023 |
Mount Yale Investment Advisors LLC | 32,736 | $4,465 | 12/31/2023 |
XLV | 32,736 | $4,465 | 12/31/2023 |
Garda Capital Partners LP | 32,615 | $4,448 | 12/31/2023 |
XLV | 32,615 | $4,448 | 12/31/2023 |
Masso Torrence Wealth Management Inc. | 30,086 | $4,445 | 03/31/2024 |
XLV | 30,086 | $4,445 | 03/31/2024 |
Brookstone Capital Management | 30,068 | $4,442 | 03/31/2024 |
XLV | 30,068 | $4,442 | 03/31/2024 |
One Charles Private Wealth Services LLC | 32,549 | $4,439 | 12/31/2023 |
XLV | 32,549 | $4,439 | 12/31/2023 |
H&H Retirement Design & Management INC | 31,798 | $4,435 | 03/31/2024 |
XLV | 31,798 | $4,435 | 03/31/2024 |
Beaumont Capital Management LLC | 32,453 | $4,426 | 12/31/2023 |
XLV | 32,453 | $4,426 | 12/31/2023 |
Steel Peak Wealth Management LLC | 29,859 | $4,411 | 03/31/2024 |
XLV | 29,859 | $4,411 | 03/31/2024 |
WT Wealth Management | 32,279 | $4,402 | 12/31/2023 |
XLV | 32,279 | $4,402 | 12/31/2023 |
Northeast Financial Consultants Inc | 32,258 | $4,399 | 12/31/2023 |
XLV | 32,258 | $4,399 | 12/31/2023 |
Choate Investment Advisors | 32,190 | $4,390 | 12/31/2023 |
XLV | 32,190 | $4,390 | 12/31/2023 |
Keybank National Association OH | 32,109 | $4,379 | 12/31/2023 |
XLV | 32,109 | $4,379 | 12/31/2023 |
Trust Co | 29,536 | $4,363 | 03/31/2024 |
XLV | 29,536 | $4,363 | 03/31/2024 |
Bank of New York Mellon Corp | 29,443 | $4,350 | 03/31/2024 |
XLV | 29,443 | $4,350 | 03/31/2024 |
Crew Capital Management Ltd. | 31,537 | $4,301 | 12/31/2023 |
XLV | 31,537 | $4,301 | 12/31/2023 |
Yahav Achim Ve Achayot Provident Funds Management Co Ltd. | 31,508 | $4,294 | 12/31/2023 |
XLV | 31,508 | $4,294 | 12/31/2023 |
Colony Group LLC | 31,336 | $4,274 | 12/31/2023 |
XLV | 31,336 | $4,274 | 12/31/2023 |
Great Valley Advisor Group Inc. | 31,310 | $4,270 | 12/31/2023 |
XLV | 31,310 | $4,270 | 12/31/2023 |
National Bank of Canada FI | 30,438 | $4,221 | 12/31/2023 |
XLV | 30,438 | $4,221 | 12/31/2023 |
Tandem Wealth Advisors LLC | 30,950 | $4,221 | 12/31/2023 |
XLV | 30,950 | $4,221 | 12/31/2023 |
Benedict Financial Advisors Inc. | 28,568 | $4,220 | 03/31/2024 |
XLV | 28,568 | $4,220 | 03/31/2024 |
San Luis Wealth Advisors LLC | 28,474 | $4,206 | 03/31/2024 |
XLV | 28,474 | $4,206 | 03/31/2024 |
Cooksen Wealth LLC | 28,424 | $4,199 | 03/31/2024 |
XLV | 28,424 | $4,199 | 03/31/2024 |
Wall Capital Group Inc. | 30,636 | $4,178 | 12/31/2023 |
XLV | 30,636 | $4,178 | 12/31/2023 |
Forbes Financial Planning Inc. | 30,593 | $4,172 | 12/31/2023 |
XLV | 30,593 | $4,172 | 12/31/2023 |
Wealthfront Advisers LLC | 28,199 | $4,166 | 03/31/2024 |
XLV | 28,199 | $4,166 | 03/31/2024 |
Bray Capital Advisors | 30,505 | $4,160 | 12/31/2023 |
XLV | 30,505 | $4,160 | 12/31/2023 |
GoalFusion Wealth Management LLC | 28,053 | $4,144 | 03/31/2024 |
XLV | 28,053 | $4,144 | 03/31/2024 |
Brandywine Oak Private Wealth LLC | 30,331 | $4,136 | 12/31/2023 |
XLV | 30,331 | $4,136 | 12/31/2023 |
Financial Freedom LLC | 27,874 | $4,118 | 03/31/2024 |
XLV | 27,874 | $4,118 | 03/31/2024 |
Sigma Planning Corp | 30,185 | $4,117 | 12/31/2023 |
XLV | 30,185 | $4,117 | 12/31/2023 |
Deane Retirement Strategies Inc. | 27,872 | $4,115 | 03/31/2024 |
XLV | 27,872 | $4,115 | 03/31/2024 |
Alpha Family Trust | 30,068 | $4,101 | 12/31/2023 |
XLV | 30,068 | $4,101 | 12/31/2023 |
StrategIQ Financial Group LLC | 30,069 | $4,101 | 12/31/2023 |
XLV | 30,069 | $4,101 | 12/31/2023 |
Canada Pension Plan Investment Board | 30,000 | $4,091 | 12/31/2023 |
XLV | 30,000 | $4,091 | 12/31/2023 |
Mechanics Bank Trust Department | 27,473 | $4,059 | 03/31/2024 |
XLV | 27,473 | $4,059 | 03/31/2024 |
Bleakley Financial Group LLC | 29,755 | $4,058 | 12/31/2023 |
XLV | 29,755 | $4,058 | 12/31/2023 |
Sawtooth Solutions LLC | 29,745 | $4,057 | 12/31/2023 |
XLV | 29,745 | $4,057 | 12/31/2023 |
Harbour Investments Inc. | 29,721 | $4,053 | 12/31/2023 |
XLV | 29,721 | $4,053 | 12/31/2023 |
B&D White Capital Company LLC | 29,712 | $4,052 | 12/31/2023 |
XLV | 29,712 | $4,052 | 12/31/2023 |
Vivid Wealth Management LLC | 27,413 | $4,050 | 03/31/2024 |
XLV | 27,413 | $4,050 | 03/31/2024 |
BBR Partners LLC | 29,689 | $4,049 | 12/31/2023 |
XLV | 29,689 | $4,049 | 12/31/2023 |
Wela Strategies Inc. | 27,378 | $4,045 | 03/31/2024 |
XLV | 27,378 | $4,045 | 03/31/2024 |
Granite Harbor Advisors Inc. | 29,516 | $4,025 | 12/31/2023 |
XLV | 29,516 | $4,025 | 12/31/2023 |
Investors Asset Management of Georgia Inc. GA ADV | 27,221 | $4,021 | 03/31/2024 |
XLV | 27,221 | $4,021 | 03/31/2024 |
Stratos Wealth Advisors LLC | 27,179 | $4,015 | 03/31/2024 |
XLV | 27,179 | $4,015 | 03/31/2024 |
Richard W. Paul & Associates LLC | 29,398 | $4,009 | 12/31/2023 |
XLV | 29,398 | $4,009 | 12/31/2023 |
Magnus Financial Group LLC | 29,157 | $3,976 | 12/31/2023 |
XLV | 29,157 | $3,976 | 12/31/2023 |
Stockman Wealth Management Inc. | 26,893 | $3,973 | 03/31/2024 |
XLV | 26,893 | $3,973 | 03/31/2024 |
Capstone Wealth Management Group LLC | 26,610 | $3,931 | 03/31/2024 |
XLV | 26,610 | $3,931 | 03/31/2024 |
Leuthold Group LLC | 28,810 | $3,929 | 12/31/2023 |
XLV | 28,810 | $3,929 | 12/31/2023 |
LM Advisors LLC | 28,562 | $3,895 | 12/31/2023 |
XLV | 28,562 | $3,895 | 12/31/2023 |
Treynor Bancshares Inc. | 28,448 | $3,880 | 12/31/2023 |
XLV | 28,448 | $3,880 | 12/31/2023 |
United Asset Strategies Inc. | 26,253 | $3,878 | 03/31/2024 |
XLV | 26,253 | $3,878 | 03/31/2024 |
U.S. Capital Wealth Advisors LLC | 27,828 | $3,795 | 12/31/2023 |
XLV | 27,828 | $3,795 | 12/31/2023 |
WealthCare Investment Partners LLC | 25,636 | $3,787 | 03/31/2024 |
XLV | 25,636 | $3,787 | 03/31/2024 |
First Trust Investment Solutions L.P. | 27,560 | $3,759 | 12/31/2023 |
XLV | 27,560 | $3,759 | 12/31/2023 |
Girard Partners LTD. | 27,458 | $3,745 | 12/31/2023 |
XLV | 27,458 | $3,745 | 12/31/2023 |
Jefferies Financial Group Inc. | 27,439 | $3,742 | 12/31/2023 |
XLV | 27,439 | $3,742 | 12/31/2023 |
Kestra Private Wealth Services LLC | 27,317 | $3,725 | 12/31/2023 |
XLV | 27,317 | $3,725 | 12/31/2023 |
TIAA Trust National Association | 27,109 | $3,697 | 12/31/2023 |
XLV | 27,109 | $3,697 | 12/31/2023 |
IMC Chicago LLC | 24,718 | $3,652 | 03/31/2024 |
XLV | 24,718 | $3,652 | 03/31/2024 |
FIL Ltd | 26,726 | $3,645 | 12/31/2023 |
XLV | 26,726 | $3,645 | 12/31/2023 |
Horizon Investments LLC | 26,577 | $3,625 | 12/31/2023 |
XLV | 26,577 | $3,625 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 26,510 | $3,616 | 12/31/2023 |
XLV | 26,510 | $3,616 | 12/31/2023 |
Capital Investment Advisory Services LLC | 24,269 | $3,585 | 03/31/2024 |
XLV | 24,269 | $3,585 | 03/31/2024 |
Bay Rivers Group | 24,250 | $3,583 | 03/31/2024 |
XLV | 24,250 | $3,583 | 03/31/2024 |
Cary Street Partners Investment Advisory LLC | 26,267 | $3,582 | 12/31/2023 |
XLV | 26,267 | $3,582 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 24,203 | $3,576 | 03/31/2024 |
XLV | 24,203 | $3,576 | 03/31/2024 |
Associated Banc Corp | 26,161 | $3,568 | 12/31/2023 |
XLV | 26,161 | $3,568 | 12/31/2023 |
WASHINGTON TRUST Co | 24,141 | $3,566 | 03/31/2024 |
XLV | 24,141 | $3,566 | 03/31/2024 |
First Financial Bank Trust Division | 24,136 | $3,566 | 03/31/2024 |
XLV | 24,136 | $3,566 | 03/31/2024 |
Consilio Wealth Advisors LLC | 23,820 | $3,519 | 03/31/2024 |
XLV | 23,820 | $3,519 | 03/31/2024 |
Herbst Group LLC | 23,733 | $3,506 | 03/31/2024 |
XLV | 23,733 | $3,506 | 03/31/2024 |
Coastal Investment Advisors Inc. | 23,728 | $3,505 | 03/31/2024 |
XLV | 23,728 | $3,505 | 03/31/2024 |
Prospera Financial Services Inc | 25,702 | $3,505 | 12/31/2023 |
XLV | 25,702 | $3,505 | 12/31/2023 |
TruWealth Advisors LLC | 23,677 | $3,498 | 03/31/2024 |
XLV | 23,677 | $3,498 | 03/31/2024 |
Alpha Cubed Investments LLC | 23,425 | $3,461 | 03/31/2024 |
XLV | 23,425 | $3,461 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 23,371 | $3,453 | 03/31/2024 |
XLV | 23,371 | $3,453 | 03/31/2024 |
Sentinel Trust Co. LBA | 25,314 | $3,452 | 12/31/2023 |
XLV | 25,314 | $3,452 | 12/31/2023 |
Colton Groome Financial Advisors LLC | 23,215 | $3,430 | 03/31/2024 |
XLV | 23,215 | $3,430 | 03/31/2024 |
AdvisorNet Financial Inc | 23,096 | $3,412 | 03/31/2024 |
XLV | 23,096 | $3,412 | 03/31/2024 |
NWI Management LP | 25,000 | $3,410 | 12/31/2023 |
XLV | 25,000 | $3,410 | 12/31/2023 |
Verus Capital Partners LLC | 24,974 | $3,406 | 12/31/2023 |
XLV | 24,974 | $3,406 | 12/31/2023 |
Badgley Phelps Wealth Managers LLC | 24,974 | $3,406 | 12/31/2023 |
XLV | 24,974 | $3,406 | 12/31/2023 |
Dfpg Investments LLC | 24,387 | $3,379 | 12/31/2023 |
XLV | 24,387 | $3,379 | 12/31/2023 |
Laraway Financial Inc | 24,692 | $3,368 | 12/31/2023 |
XLV | 24,692 | $3,368 | 12/31/2023 |
Jackson Grant Investment Advisers Inc. | 24,552 | $3,348 | 12/31/2023 |
XLV | 24,552 | $3,348 | 12/31/2023 |
EPG Wealth Management LLC | 23,426 | $3,347 | 12/31/2023 |
XLV | 23,426 | $3,347 | 12/31/2023 |
IFG Advisory LLC | 24,149 | $3,294 | 12/31/2023 |
XLV | 24,149 | $3,294 | 12/31/2023 |
Geneos Wealth Management Inc. | 24,099 | $3,287 | 12/31/2023 |
XLV | 24,099 | $3,287 | 12/31/2023 |
Clear Creek Financial Management LLC | 22,192 | $3,271 | 03/31/2024 |
XLV | 22,192 | $3,271 | 03/31/2024 |
M&T Bank Corp | 23,775 | $3,242 | 12/31/2023 |
XLV | 23,775 | $3,242 | 12/31/2023 |
Camden Capital LLC | 23,702 | $3,232 | 12/31/2023 |
XLV | 23,702 | $3,232 | 12/31/2023 |
Circle Wealth Management LLC | 23,668 | $3,228 | 12/31/2023 |
XLV | 23,668 | $3,228 | 12/31/2023 |
Means Investment CO. Inc. | 21,713 | $3,208 | 03/31/2024 |
XLV | 21,713 | $3,208 | 03/31/2024 |
Fiduciary Group LLC | 23,501 | $3,205 | 12/31/2023 |
XLV | 23,501 | $3,205 | 12/31/2023 |
Canton Hathaway LLC | 23,419 | $3,194 | 12/31/2023 |
XLV | 23,419 | $3,194 | 12/31/2023 |
WESPAC Advisors LLC | 21,450 | $3,169 | 03/31/2024 |
XLV | 21,450 | $3,169 | 03/31/2024 |
Essex LLC | 23,233 | $3,169 | 12/31/2023 |
XLV | 23,233 | $3,169 | 12/31/2023 |
James Investment Research Inc. | 23,179 | $3,161 | 12/31/2023 |
XLV | 23,179 | $3,161 | 12/31/2023 |
Principle Wealth Partners LLC | 21,374 | $3,158 | 03/31/2024 |
XLV | 21,374 | $3,158 | 03/31/2024 |
AlphaQ Advisors LLC | 23,156 | $3,158 | 12/31/2023 |
XLV | 23,156 | $3,158 | 12/31/2023 |
Sfmg LLC | 23,145 | $3,157 | 12/31/2023 |
XLV | 23,145 | $3,157 | 12/31/2023 |
Flagship Private Wealth LLC | 23,148 | $3,157 | 12/31/2023 |
XLV | 23,148 | $3,157 | 12/31/2023 |
Laidlaw Wealth Management LLC | 23,093 | $3,149 | 12/31/2023 |
XLV | 23,093 | $3,149 | 12/31/2023 |
CIBC Private Wealth Group LLC | 22,945 | $3,129 | 12/31/2023 |
XLV | 22,945 | $3,129 | 12/31/2023 |
MTM Investment Management LLC | 21,168 | $3,127 | 03/31/2024 |
XLV | 21,168 | $3,127 | 03/31/2024 |
Migdal Insurance & Financial Holdings Ltd. | 22,780 | $3,105 | 12/31/2023 |
XLV | 22,780 | $3,105 | 12/31/2023 |
Apollon Wealth Management LLC | 22,714 | $3,098 | 12/31/2023 |
XLV | 22,714 | $3,098 | 12/31/2023 |
MontVue Capital Management Inc. | 22,591 | $3,081 | 12/31/2023 |
XLV | 22,591 | $3,081 | 12/31/2023 |
Magnolia Capital Management Ltd. | 20,834 | $3,078 | 03/31/2024 |
XLV | 20,834 | $3,078 | 03/31/2024 |
Moulton Wealth Management Inc. | 20,802 | $3,073 | 03/31/2024 |
XLV | 20,802 | $3,073 | 03/31/2024 |
Lake Hills Wealth Management LLC | 20,701 | $3,058 | 03/31/2024 |
XLV | 20,701 | $3,058 | 03/31/2024 |
Certified Advisory Corp | 22,227 | $3,031 | 12/31/2023 |
XLV | 22,227 | $3,031 | 12/31/2023 |
Principal Financial Group Inc. | 22,211 | $3,029 | 12/31/2023 |
XLV | 22,211 | $3,029 | 12/31/2023 |
Apexium Financial LP | 20,448 | $3,021 | 03/31/2024 |
XLV | 20,448 | $3,021 | 03/31/2024 |
Boltwood Capital Management | 20,393 | $3,013 | 03/31/2024 |
XLV | 20,393 | $3,013 | 03/31/2024 |
Salem Investment Counselors Inc. | 20,381 | $3,011 | 03/31/2024 |
XLV | 20,381 | $3,011 | 03/31/2024 |
New England Private Wealth Advisors LLC | 21,955 | $2,994 | 12/31/2023 |
XLV | 21,955 | $2,994 | 12/31/2023 |
Capitol Family Office Inc. | 20,240 | $2,990 | 03/31/2024 |
XLV | 20,240 | $2,990 | 03/31/2024 |
Nelson Roberts Investment Advisors LLC | 21,904 | $2,987 | 12/31/2023 |
XLV | 21,904 | $2,987 | 12/31/2023 |
Strategy Asset Managers LLC | 20,168 | $2,979 | 03/31/2024 |
XLV | 20,168 | $2,979 | 03/31/2024 |
Ameritas Advisory Services LLC | 21,105 | $2,975 | 12/31/2023 |
XLV | 21,105 | $2,975 | 12/31/2023 |
Penserra Capital Management LLC | 21,774 | $2,969 | 12/31/2023 |
XLV | 21,774 | $2,969 | 12/31/2023 |
Michael B. Yongue | 21,773 | $2,969 | 12/31/2023 |
XLV | 21,773 | $2,969 | 12/31/2023 |
Lyell Wealth Management LP | 21,763 | $2,968 | 12/31/2023 |
XLV | 21,763 | $2,968 | 12/31/2023 |
Berger Financial Group Inc | 20,074 | $2,966 | 03/31/2024 |
XLV | 20,074 | $2,966 | 03/31/2024 |
Nations Financial Group Inc. IA ADV | 20,009 | $2,956 | 03/31/2024 |
XLV | 20,009 | $2,956 | 03/31/2024 |
Banco Bilbao Vizcaya Argentaria S.A. | 21,656 | $2,947 | 12/31/2023 |
XLV | 21,656 | $2,947 | 12/31/2023 |
Meeder Asset Management Inc. | 21,367 | $2,914 | 12/31/2023 |
XLV | 21,367 | $2,914 | 12/31/2023 |
Bartlett & Co. LLC | 21,374 | $2,912 | 12/31/2023 |
XLV | 21,374 | $2,912 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 21,374 | $2,912 | 12/31/2023 |
XLV | 21,374 | $2,912 | 12/31/2023 |
Csenge Advisory Group | 21,277 | $2,902 | 12/31/2023 |
XLV | 21,277 | $2,902 | 12/31/2023 |
Grassi Investment Management | 19,639 | $2,901 | 03/31/2024 |
XLV | 19,639 | $2,901 | 03/31/2024 |
Synovus Financial Corp | 21,206 | $2,894 | 12/31/2023 |
XLV | 21,206 | $2,894 | 12/31/2023 |
Moloney Securities Asset Management LLC | 21,083 | $2,875 | 12/31/2023 |
XLV | 21,083 | $2,875 | 12/31/2023 |
AMG National Trust Bank | 21,077 | $2,874 | 12/31/2023 |
XLV | 21,077 | $2,874 | 12/31/2023 |
JFS Wealth Advisors LLC | 21,001 | $2,864 | 12/31/2023 |
XLV | 21,001 | $2,864 | 12/31/2023 |
First National Bank of Hutchinson | 20,973 | $2,860 | 12/31/2023 |
XLV | 20,973 | $2,860 | 12/31/2023 |
Providence First Trust Co | 20,867 | $2,846 | 12/31/2023 |
XLV | 20,867 | $2,846 | 12/31/2023 |
Chesapeake Wealth Management | 20,826 | $2,840 | 12/31/2023 |
XLV | 20,826 | $2,840 | 12/31/2023 |
Private Advisory Group LLC | 20,818 | $2,839 | 12/31/2023 |
XLV | 20,818 | $2,839 | 12/31/2023 |
Westside Investment Management Inc. | 19,220 | $2,837 | 03/31/2024 |
XLV | 19,220 | $2,837 | 03/31/2024 |
Transform Wealth LLC | 19,114 | $2,824 | 03/31/2024 |
XLV | 19,114 | $2,824 | 03/31/2024 |
Steward Partners Investment Solutions LLC | 20,667 | $2,819 | 12/31/2023 |
XLV | 20,667 | $2,819 | 12/31/2023 |
New England Capital Financial Advisors LLC | 20,544 | $2,802 | 12/31/2023 |
XLV | 20,544 | $2,802 | 12/31/2023 |
Activest Wealth Management | 18,954 | $2,800 | 03/31/2024 |
XLV | 18,954 | $2,800 | 03/31/2024 |
Zullo Investment Group Inc. | 18,864 | $2,787 | 03/31/2024 |
XLV | 18,864 | $2,787 | 03/31/2024 |
Advocacy Wealth Management Services LLC | 18,705 | $2,763 | 03/31/2024 |
XLV | 18,705 | $2,763 | 03/31/2024 |
Procyon Private Wealth Partners LLC | 18,684 | $2,760 | 03/31/2024 |
XLV | 18,684 | $2,760 | 03/31/2024 |
Lincoln National Corp | 20,236 | $2,760 | 12/31/2023 |
XLV | 20,236 | $2,760 | 12/31/2023 |
Pettinga Financial Advisors LLC | 18,604 | $2,748 | 03/31/2024 |
XLV | 18,604 | $2,748 | 03/31/2024 |
Montecito Bank & Trust | 18,405 | $2,719 | 03/31/2024 |
XLV | 18,405 | $2,719 | 03/31/2024 |
Level Four Advisory Services LLC | 19,798 | $2,700 | 12/31/2023 |
XLV | 19,798 | $2,700 | 12/31/2023 |
Amarillo National Bank | 18,072 | $2,670 | 03/31/2024 |
XLV | 18,072 | $2,670 | 03/31/2024 |
Donald L. Hagan LLC | 17,983 | $2,657 | 03/31/2024 |
XLV | 17,983 | $2,657 | 03/31/2024 |
Mairs & Power Inc. | 19,483 | $2,657 | 12/31/2023 |
XLV | 19,483 | $2,657 | 12/31/2023 |
Wealth Quarterback LLC | 19,469 | $2,655 | 12/31/2023 |
XLV | 19,469 | $2,655 | 12/31/2023 |
Sandy Spring Bank | 19,458 | $2,654 | 12/31/2023 |
XLV | 19,458 | $2,654 | 12/31/2023 |
Belpointe Asset Management LLC | 19,462 | $2,654 | 12/31/2023 |
XLV | 19,462 | $2,654 | 12/31/2023 |
Weatherly Asset Management L. P. | 17,953 | $2,652 | 03/31/2024 |
XLV | 17,953 | $2,652 | 03/31/2024 |
Windsor Capital Management LLC | 17,919 | $2,647 | 03/31/2024 |
XLV | 17,919 | $2,647 | 03/31/2024 |
Nvwm LLC | 19,115 | $2,607 | 12/31/2023 |
XLV | 19,115 | $2,607 | 12/31/2023 |
Nwam LLC | 19,104 | $2,605 | 12/31/2023 |
XLV | 19,104 | $2,605 | 12/31/2023 |
Principal Securities Inc. | 19,076 | $2,602 | 12/31/2023 |
XLV | 19,076 | $2,602 | 12/31/2023 |
Johnson Investment Counsel Inc. | 19,020 | $2,594 | 12/31/2023 |
XLV | 19,020 | $2,594 | 12/31/2023 |
Elevated Capital Advisors LLC | 17,493 | $2,584 | 03/31/2024 |
XLV | 17,493 | $2,584 | 03/31/2024 |
Knollwood Investment Advisory LLC | 18,830 | $2,568 | 12/31/2023 |
XLV | 18,830 | $2,568 | 12/31/2023 |
Dodds Wealth LLC | 18,776 | $2,561 | 12/31/2023 |
XLV | 18,776 | $2,561 | 12/31/2023 |
Stonebridge Financial Planning Group LLC | 18,727 | $2,554 | 12/31/2023 |
XLV | 18,727 | $2,554 | 12/31/2023 |
Soltis Investment Advisors LLC | 18,661 | $2,545 | 12/31/2023 |
XLV | 18,661 | $2,545 | 12/31/2023 |
Ellis Investment Partners LLC | 17,222 | $2,544 | 03/31/2024 |
XLV | 17,222 | $2,544 | 03/31/2024 |
One Day In July LLC | 17,143 | $2,533 | 03/31/2024 |
XLV | 17,143 | $2,533 | 03/31/2024 |
Edgestream Partners L.P. | 18,484 | $2,521 | 12/31/2023 |
XLV | 18,484 | $2,521 | 12/31/2023 |
Farmers & Merchants Trust Co of Chambersburg PA | 17,056 | $2,520 | 03/31/2024 |
XLV | 17,056 | $2,520 | 03/31/2024 |
GenTrust LLC | 17,020 | $2,514 | 03/31/2024 |
XLV | 17,020 | $2,514 | 03/31/2024 |
Marion Wealth Management | 17,001 | $2,512 | 03/31/2024 |
XLV | 17,001 | $2,512 | 03/31/2024 |
9258 Wealth Management LLC | 18,315 | $2,498 | 12/31/2023 |
XLV | 18,315 | $2,498 | 12/31/2023 |
Avitas Wealth Management LLC | 16,804 | $2,482 | 03/31/2024 |
XLV | 16,804 | $2,482 | 03/31/2024 |
Avalon Trust Co | 18,162 | $2,477 | 12/31/2023 |
XLV | 18,162 | $2,477 | 12/31/2023 |
Cresta Advisors Ltd. | 18,165 | $2,477 | 12/31/2023 |
XLV | 18,165 | $2,477 | 12/31/2023 |
Vaughan David Investments LLC IL | 18,132 | $2,473 | 12/31/2023 |
XLV | 18,132 | $2,473 | 12/31/2023 |
Birchcreek Wealth Management LLC | 18,073 | $2,465 | 12/31/2023 |
XLV | 18,073 | $2,465 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 18,027 | $2,458 | 12/31/2023 |
XLV | 18,027 | $2,458 | 12/31/2023 |
Naples Money Management LLC | 17,997 | $2,454 | 12/31/2023 |
XLV | 17,997 | $2,454 | 12/31/2023 |
JSF Financial LLC | 17,970 | $2,451 | 12/31/2023 |
XLV | 17,970 | $2,451 | 12/31/2023 |
Access Financial Services Inc. | 16,344 | $2,415 | 03/31/2024 |
XLV | 16,344 | $2,415 | 03/31/2024 |
Proffitt & Goodson Inc. | 16,334 | $2,413 | 03/31/2024 |
XLV | 16,334 | $2,413 | 03/31/2024 |
Jacobi Capital Management LLC | 17,564 | $2,395 | 12/31/2023 |
XLV | 17,564 | $2,395 | 12/31/2023 |
Eagle Global Advisors LLC | 17,500 | $2,387 | 12/31/2023 |
XLV | 17,500 | $2,387 | 12/31/2023 |
PEAK6 Investments LLC | $2,387 | 12/31/2023 | |
Call | 104,000 | $14,184 | 12/31/2023 |
Put | 86,500 | $11,797 | 12/31/2023 |
PFG Investments LLC | 16,111 | $2,380 | 03/31/2024 |
XLV | 16,111 | $2,380 | 03/31/2024 |
BigSur Wealth Management LLC | 17,450 | $2,380 | 12/31/2023 |
XLV | 17,450 | $2,380 | 12/31/2023 |
Sequoia Financial Advisors LLC | 17,443 | $2,379 | 12/31/2023 |
XLV | 17,443 | $2,379 | 12/31/2023 |
IFP Advisors Inc | 17,355 | $2,366 | 12/31/2023 |
XLV | 17,355 | $2,366 | 12/31/2023 |
Capstone Investment Advisors LLC | $2,346 | 12/31/2023 | |
Call | 717,500 | $97,853 | 12/31/2023 |
Put | 700,300 | $95,507 | 12/31/2023 |
Butensky & Cohen Financial Security Inc. | 15,838 | $2,340 | 03/31/2024 |
XLV | 15,838 | $2,340 | 03/31/2024 |
RiverGlades Family Offices LLC | 16,202 | $2,336 | 12/31/2023 |
XLV | 16,202 | $2,336 | 12/31/2023 |
Ratio Wealth Group | 16,999 | $2,318 | 12/31/2023 |
XLV | 16,999 | $2,318 | 12/31/2023 |
Teamwork Financial Advisors LLC | 15,675 | $2,316 | 03/31/2024 |
XLV | 15,675 | $2,316 | 03/31/2024 |
MBA Advisors LLC | 15,662 | $2,314 | 03/31/2024 |
XLV | 15,662 | $2,314 | 03/31/2024 |
Journey Strategic Wealth LLC | 16,949 | $2,311 | 12/31/2023 |
XLV | 16,949 | $2,311 | 12/31/2023 |
Aurum Wealth Management Group LLC | 15,640 | $2,310 | 03/31/2024 |
XLV | 15,640 | $2,310 | 03/31/2024 |
St. Johns Investment Management Company LLC | 15,577 | $2,301 | 03/31/2024 |
XLV | 15,577 | $2,301 | 03/31/2024 |
McGuire Investment Group LLC | 15,545 | $2,296 | 03/31/2024 |
XLV | 15,545 | $2,296 | 03/31/2024 |
Wesbanco Bank Inc. | 15,467 | $2,285 | 03/31/2024 |
XLV | 15,467 | $2,285 | 03/31/2024 |
Evoke Wealth LLC | 16,748 | $2,284 | 12/31/2023 |
XLV | 16,748 | $2,284 | 12/31/2023 |
MMA Asset Management LLC | 15,823 | $2,279 | 12/31/2023 |
XLV | 15,823 | $2,279 | 12/31/2023 |
Horizon Financial Services LLC | 15,405 | $2,276 | 03/31/2024 |
XLV | 15,405 | $2,276 | 03/31/2024 |
Fagan Associates Inc. | 16,588 | $2,262 | 12/31/2023 |
XLV | 16,588 | $2,262 | 12/31/2023 |
Capital Investment Counsel Inc | 16,515 | $2,252 | 12/31/2023 |
XLV | 16,515 | $2,252 | 12/31/2023 |
Kanawha Capital Management LLC | 16,450 | $2,243 | 12/31/2023 |
XLV | 16,450 | $2,243 | 12/31/2023 |
Koshinski Asset Management Inc. | 16,414 | $2,239 | 12/31/2023 |
XLV | 16,414 | $2,239 | 12/31/2023 |
Macquarie Group Ltd. | 16,382 | $2,234 | 12/31/2023 |
XLV | 16,382 | $2,234 | 12/31/2023 |
Independent Order of Foresters | 16,382 | $2,234 | 12/31/2023 |
XLV | 16,382 | $2,234 | 12/31/2023 |
Intrepid Financial Planning Group LLC | 16,364 | $2,232 | 12/31/2023 |
XLV | 16,364 | $2,232 | 12/31/2023 |
First National Bank | 15,060 | $2,225 | 03/31/2024 |
XLV | 15,060 | $2,225 | 03/31/2024 |
Fisher Asset Management LLC | 16,276 | $2,220 | 12/31/2023 |
XLV | 16,276 | $2,220 | 12/31/2023 |
Wintrust Investments LLC | 16,113 | $2,197 | 12/31/2023 |
XLV | 16,113 | $2,197 | 12/31/2023 |
Capital Fund Management S.A. | $2,196 | 12/31/2023 | |
Call | 109,500 | $14,934 | 12/31/2023 |
Put | 93,400 | $12,738 | 12/31/2023 |
Calton & Associates Inc. | 14,694 | $2,171 | 03/31/2024 |
XLV | 14,694 | $2,171 | 03/31/2024 |
Regal Investment Advisors LLC | 15,835 | $2,160 | 12/31/2023 |
XLV | 15,835 | $2,160 | 12/31/2023 |
HB Wealth Management LLC | 15,838 | $2,160 | 12/31/2023 |
XLV | 15,838 | $2,160 | 12/31/2023 |
Hoylecohen LLC | 15,792 | $2,154 | 12/31/2023 |
XLV | 15,792 | $2,154 | 12/31/2023 |
Strategic Blueprint LLC | 14,546 | $2,149 | 03/31/2024 |
XLV | 14,546 | $2,149 | 03/31/2024 |
Cutler Group LP | $2,145 | 03/31/2024 | |
XLV | 14,113 | $2,084 | 03/31/2024 |
Call | 2,700 | $66 | 03/31/2024 |
Put | 16,100 | $5 | 03/31/2024 |
Lindbrook Capital LLC | 14,470 | $2,138 | 03/31/2024 |
XLV | 14,470 | $2,138 | 03/31/2024 |
McAdam LLC | 14,366 | $2,122 | 03/31/2024 |
XLV | 14,366 | $2,122 | 03/31/2024 |
Advisor Resource Council | 15,431 | $2,107 | 03/31/2024 |
XLV | 15,431 | $2,107 | 03/31/2024 |
International Assets Investment Management LLC | 14,350 | $2,102 | 03/31/2024 |
XLV | 14,350 | $2,102 | 03/31/2024 |
Envision Financial Planning LLC | 15,298 | $2,086 | 12/31/2023 |
XLV | 15,298 | $2,086 | 12/31/2023 |
Clarus Wealth Advisors | 14,618 | $2,070 | 03/31/2024 |
XLV | 14,618 | $2,070 | 03/31/2024 |
Crestwood Advisors Group LLC | 15,146 | $2,066 | 12/31/2023 |
XLV | 15,146 | $2,066 | 12/31/2023 |
Meridian Investment Counsel Inc. | 15,122 | $2,062 | 12/31/2023 |
XLV | 15,122 | $2,062 | 12/31/2023 |
Regions Financial Corp | 13,912 | $2,055 | 03/31/2024 |
XLV | 13,912 | $2,055 | 03/31/2024 |
Northern Oak Wealth Management Inc. | 15,026 | $2,049 | 12/31/2023 |
XLV | 15,026 | $2,049 | 12/31/2023 |
Colonial River Wealth Management LLC | 15,011 | $2,047 | 12/31/2023 |
XLV | 15,011 | $2,047 | 12/31/2023 |
Colony Family Offices LLC | 14,962 | $2,041 | 12/31/2023 |
XLV | 14,962 | $2,041 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 14,913 | $2,034 | 12/31/2023 |
XLV | 14,913 | $2,034 | 12/31/2023 |
Tsfg LLC | 13,757 | $2,032 | 03/31/2024 |
XLV | 13,757 | $2,032 | 03/31/2024 |
American Institute for Advanced Investment Management LLP | 13,697 | $2,023 | 03/31/2024 |
XLV | 13,697 | $2,023 | 03/31/2024 |
Sand Hill Global Advisors LLC | 14,794 | $2,018 | 12/31/2023 |
XLV | 14,794 | $2,018 | 12/31/2023 |
Venture Visionary Partners LLC | 14,758 | $2,013 | 12/31/2023 |
XLV | 14,758 | $2,013 | 12/31/2023 |
Quattro Financial Advisors LLC | 13,572 | $2,005 | 03/31/2024 |
XLV | 13,572 | $2,005 | 03/31/2024 |
Sontag Advisory LLC | 14,651 | $1,998 | 12/31/2023 |
XLV | 14,651 | $1,998 | 12/31/2023 |
We Are One Seven LLC | 14,397 | $1,964 | 12/31/2023 |
XLV | 14,397 | $1,964 | 12/31/2023 |
Cypress Capital Group | 14,246 | $1,943 | 12/31/2023 |
XLV | 14,246 | $1,943 | 12/31/2023 |
Private Portfolio Partners LLC | 14,134 | $1,928 | 12/31/2023 |
XLV | 14,134 | $1,928 | 12/31/2023 |
ProVise Management Group LLC | 14,115 | $1,925 | 12/31/2023 |
XLV | 14,115 | $1,925 | 12/31/2023 |
WP Advisors LLC | 14,027 | $1,913 | 12/31/2023 |
XLV | 14,027 | $1,913 | 12/31/2023 |
Strategic Advisors LLC | 12,715 | $1,878 | 03/31/2024 |
XLV | 12,715 | $1,878 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 13,750 | $1,876 | 12/31/2023 |
XLV | 13,750 | $1,876 | 12/31/2023 |
Concentrum Wealth Management | 13,729 | $1,872 | 12/31/2023 |
XLV | 13,729 | $1,872 | 12/31/2023 |
Horizon Wealth Management LLC | 12,651 | $1,869 | 03/31/2024 |
XLV | 12,651 | $1,869 | 03/31/2024 |
Wsfs Capital Management LLC | 13,688 | $1,867 | 12/31/2023 |
XLV | 13,688 | $1,867 | 12/31/2023 |
Rehmann Capital Advisory Group | 13,566 | $1,850 | 12/31/2023 |
XLV | 13,566 | $1,850 | 12/31/2023 |
WealthPLAN Partners LLC | 13,568 | $1,850 | 12/31/2023 |
XLV | 13,568 | $1,850 | 12/31/2023 |
Snowden Capital Advisors LLC | 13,502 | $1,841 | 12/31/2023 |
XLV | 13,502 | $1,841 | 12/31/2023 |
Atticus Wealth Management LLC | 12,349 | $1,824 | 03/31/2024 |
XLV | 12,349 | $1,824 | 03/31/2024 |
ARS Investment Partners LLC | 13,261 | $1,809 | 12/31/2023 |
XLV | 13,261 | $1,809 | 12/31/2023 |
Sanibel Captiva Trust Company Inc. | 13,262 | $1,809 | 12/31/2023 |
XLV | 13,262 | $1,809 | 12/31/2023 |
Bogart Wealth LLC | 12,185 | $1,800 | 03/31/2024 |
XLV | 12,185 | $1,800 | 03/31/2024 |
Whittier Trust Co. | 13,183 | $1,798 | 12/31/2023 |
XLV | 13,183 | $1,798 | 12/31/2023 |
Money Concepts Capital Corp | 13,068 | $1,783 | 12/31/2023 |
XLV | 13,068 | $1,783 | 12/31/2023 |
Schonfeld Strategic Advisors LLC | 13,006 | $1,774 | 12/31/2023 |
XLV | 13,006 | $1,774 | 12/31/2023 |
Lake Street Financial LLC | 11,994 | $1,772 | 03/31/2024 |
XLV | 11,994 | $1,772 | 03/31/2024 |
RMR Wealth Builders | 11,982 | $1,770 | 03/31/2024 |
XLV | 11,982 | $1,770 | 03/31/2024 |
Pensionmark Financial Group LLC | 12,958 | $1,767 | 12/31/2023 |
XLV | 12,958 | $1,767 | 12/31/2023 |
Absolute Capital Management LLC | 12,873 | $1,756 | 12/31/2023 |
XLV | 12,873 | $1,756 | 12/31/2023 |
Ascent Group LLC | 12,101 | $1,745 | 12/31/2023 |
XLV | 12,101 | $1,745 | 12/31/2023 |
CAPROCK Group Inc. | 12,767 | $1,741 | 12/31/2023 |
XLV | 12,767 | $1,741 | 12/31/2023 |
Glenview Trust Co | 12,767 | $1,741 | 12/31/2023 |
XLV | 12,767 | $1,741 | 12/31/2023 |
Wexford Capital LP | 12,742 | $1,738 | 12/31/2023 |
XLV | 12,742 | $1,738 | 12/31/2023 |
WealthBridge Capital Management LLC | 12,734 | $1,737 | 12/31/2023 |
XLV | 12,734 | $1,737 | 12/31/2023 |
Jump Financial LLC | 12,719 | $1,735 | 12/31/2023 |
XLV | 12,719 | $1,735 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 12,694 | $1,731 | 12/31/2023 |
XLV | 12,694 | $1,731 | 12/31/2023 |
WBI Investments | 12,687 | $1,730 | 12/31/2023 |
XLV | 12,687 | $1,730 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 11,706 | $1,729 | 03/31/2024 |
XLV | 11,706 | $1,729 | 03/31/2024 |
Brown Advisory Inc. | 11,673 | $1,725 | 03/31/2024 |
XLV | 11,673 | $1,725 | 03/31/2024 |
Schmidt P J Investment Management Inc. | 11,673 | $1,724 | 03/31/2024 |
XLV | 11,673 | $1,724 | 03/31/2024 |
Purus Wealth Management LLC | 11,638 | $1,719 | 03/31/2024 |
XLV | 11,638 | $1,719 | 03/31/2024 |
Roberts Wealth Advisors LLC | 12,280 | $1,702 | 03/31/2024 |
XLV | 12,280 | $1,702 | 03/31/2024 |
Huntington National Bank | 12,419 | $1,694 | 12/31/2023 |
XLV | 12,419 | $1,694 | 12/31/2023 |
Cambridge Trust Co. | 12,387 | $1,689 | 12/31/2023 |
XLV | 12,387 | $1,689 | 12/31/2023 |
Private Trust Co. NA | 11,429 | $1,688 | 03/31/2024 |
XLV | 11,429 | $1,688 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 12,360 | $1,686 | 12/31/2023 |
XLV | 12,360 | $1,686 | 12/31/2023 |
Fernwood Investment Management LLC | 12,325 | $1,681 | 12/31/2023 |
XLV | 12,325 | $1,681 | 12/31/2023 |
HBW Advisory Services LLC | 12,314 | $1,679 | 03/31/2024 |
XLV | 12,314 | $1,679 | 03/31/2024 |
Future Financial Wealth Managment LLC | 11,314 | $1,671 | 03/31/2024 |
XLV | 11,314 | $1,671 | 03/31/2024 |
Oxinas Partners Wealth Management LLC | 11,283 | $1,667 | 03/31/2024 |
XLV | 11,283 | $1,667 | 03/31/2024 |
MA Private Wealth | 12,201 | $1,664 | 12/31/2023 |
XLV | 12,201 | $1,664 | 12/31/2023 |
Plimoth Trust Co. LLC | 11,085 | $1,638 | 03/31/2024 |
XLV | 11,085 | $1,638 | 03/31/2024 |
Okabena Investment Services Inc. | 11,982 | $1,634 | 12/31/2023 |
XLV | 11,982 | $1,634 | 12/31/2023 |
Rockland Trust Co. | 10,945 | $1,617 | 03/31/2024 |
XLV | 10,945 | $1,617 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 11,818 | $1,612 | 12/31/2023 |
XLV | 11,818 | $1,612 | 12/31/2023 |
Bulltick Wealth Management LLC | $1,612 | 12/31/2023 | |
Call | 7,372 | $1,005 | 12/31/2023 |
XLV | 4,449 | $607 | 12/31/2023 |
Phillips Wealth Planners LLC | 11,550 | $1,610 | 12/31/2023 |
XLV | 11,550 | $1,610 | 12/31/2023 |
Roman Butler Fullerton & Co. | 11,455 | $1,595 | 12/31/2023 |
XLV | 11,455 | $1,595 | 12/31/2023 |
Wilson & Boucher Capital Management LLC | 11,670 | $1,592 | 12/31/2023 |
XLV | 11,670 | $1,592 | 12/31/2023 |
St. Louis Financial Planners Asset Management LLC | 11,020 | $1,587 | 03/31/2024 |
XLV | 11,020 | $1,587 | 03/31/2024 |
SageView Advisory Group LLC | 11,244 | $1,581 | 12/31/2023 |
XLV | 11,244 | $1,581 | 12/31/2023 |
Change Path LLC | 11,445 | $1,561 | 12/31/2023 |
XLV | 11,445 | $1,561 | 12/31/2023 |
Claro Advisors LLC | 10,552 | $1,559 | 03/31/2024 |
XLV | 10,552 | $1,559 | 03/31/2024 |
Advisors Management Group Inc. ADV | 10,471 | $1,547 | 03/31/2024 |
XLV | 10,471 | $1,547 | 03/31/2024 |
Cedar Wealth Management LLC | 11,311 | $1,543 | 12/31/2023 |
XLV | 11,311 | $1,543 | 12/31/2023 |
Orleans Capital Management Corp LA | 11,234 | $1,532 | 12/31/2023 |
XLV | 11,234 | $1,532 | 12/31/2023 |
Diligent Investors LLC | 11,217 | $1,530 | 12/31/2023 |
XLV | 11,217 | $1,530 | 12/31/2023 |
Game Plan Financial Advisors LLC | 10,266 | $1,517 | 03/31/2024 |
XLV | 10,266 | $1,517 | 03/31/2024 |
Abbrea Capital LLC | 11,046 | $1,506 | 12/31/2023 |
XLV | 11,046 | $1,506 | 12/31/2023 |
Briaud Financial Planning Inc | 11,040 | $1,506 | 12/31/2023 |
XLV | 11,040 | $1,506 | 12/31/2023 |
Cranbrook Wealth Management LLC | 10,162 | $1,501 | 03/31/2024 |
XLV | 10,162 | $1,501 | 03/31/2024 |
Thomasville National Bank | 10,110 | $1,494 | 03/31/2024 |
XLV | 10,110 | $1,494 | 03/31/2024 |
Chemistry Wealth Management LLC | 10,070 | $1,488 | 03/31/2024 |
XLV | 10,070 | $1,488 | 03/31/2024 |
Joseph P. Lucia & Associates LLC | 10,885 | $1,485 | 12/31/2023 |
XLV | 10,885 | $1,485 | 12/31/2023 |
Cypress Capital Management LLC WY | 10,867 | $1,482 | 12/31/2023 |
XLV | 10,867 | $1,482 | 12/31/2023 |
Vontobel Holding Ltd. | 10,836 | $1,478 | 12/31/2023 |
XLV | 10,836 | $1,478 | 12/31/2023 |
Cornerstone Wealth Management LLC | 9,926 | $1,466 | 03/31/2024 |
XLV | 9,926 | $1,466 | 03/31/2024 |
Palumbo Wealth Management LLC | 9,925 | $1,466 | 03/31/2024 |
XLV | 9,925 | $1,466 | 03/31/2024 |
Objective Capital Management LLC | 10,674 | $1,456 | 12/31/2023 |
XLV | 10,674 | $1,456 | 12/31/2023 |
Exencial Wealth Advisors LLC | 10,625 | $1,449 | 12/31/2023 |
XLV | 10,625 | $1,449 | 12/31/2023 |
Primoris Wealth Advisors LLC | 10,565 | $1,441 | 12/31/2023 |
XLV | 10,565 | $1,441 | 12/31/2023 |
Birinyi Associates Inc. | 9,706 | $1,434 | 03/31/2024 |
XLV | 9,706 | $1,434 | 03/31/2024 |
Hillcrest Wealth Advisors NY LLC | 9,700 | $1,433 | 03/31/2024 |
XLV | 9,700 | $1,433 | 03/31/2024 |
Alliancebernstein L.P. | 10,500 | $1,432 | 12/31/2023 |
XLV | 10,500 | $1,432 | 12/31/2023 |
Eagle Strategies LLC | 9,670 | $1,428 | 03/31/2024 |
XLV | 9,670 | $1,428 | 03/31/2024 |
M3 Advisory Group LLC | 10,470 | $1,428 | 12/31/2023 |
XLV | 10,470 | $1,428 | 12/31/2023 |
Gallagher Fiduciary Advisors LLC | 10,367 | $1,414 | 12/31/2023 |
XLV | 10,367 | $1,414 | 12/31/2023 |
Greenwood Capital Associates LLC | 10,308 | $1,406 | 12/31/2023 |
XLV | 10,308 | $1,406 | 12/31/2023 |
Highland Capital Management LLC | 10,255 | $1,399 | 12/31/2023 |
XLV | 10,255 | $1,399 | 12/31/2023 |
Central Bank & Trust Co. | 9,411 | $1,390 | 03/31/2024 |
XLV | 9,411 | $1,390 | 03/31/2024 |
NBT Bank N A NY | 9,370 | $1,384 | 03/31/2024 |
XLV | 9,370 | $1,384 | 03/31/2024 |
Fortis Group Advisors LLC | 10,660 | $1,382 | 12/31/2023 |
XLV | 10,660 | $1,382 | 12/31/2023 |
Lmcg Investments LLC | 10,109 | $1,379 | 12/31/2023 |
XLV | 10,109 | $1,379 | 12/31/2023 |
Hilltop Holdings Inc. | 10,060 | $1,372 | 12/31/2023 |
XLV | 10,060 | $1,372 | 12/31/2023 |
Insigneo Advisory Services LLC | 10,042 | $1,369 | 12/31/2023 |
XLV | 10,042 | $1,369 | 12/31/2023 |
Tower Research Capital LLC TRC | 9,995 | $1,363 | 12/31/2023 |
XLV | 9,995 | $1,363 | 12/31/2023 |
Massachusetts Wealth Management | 9,201 | $1,359 | 03/31/2024 |
XLV | 9,201 | $1,359 | 03/31/2024 |
Hudock Inc. | 9,955 | $1,358 | 12/31/2023 |
XLV | 9,955 | $1,358 | 12/31/2023 |
Zimmermann Investment Management & Planning LLC | 9,156 | $1,353 | 03/31/2024 |
XLV | 9,156 | $1,353 | 03/31/2024 |
Lodestar Private Asset Management LLC | 9,134 | $1,349 | 03/31/2024 |
XLV | 9,134 | $1,349 | 03/31/2024 |
RPg Family Wealth Advisory LLC | 9,832 | $1,341 | 12/31/2023 |
XLV | 9,832 | $1,341 | 12/31/2023 |
Trifecta Capital Advisors LLC | 9,036 | $1,335 | 03/31/2024 |
XLV | 9,036 | $1,335 | 03/31/2024 |
OneAscent Financial Services LLC | 9,004 | $1,330 | 03/31/2024 |
XLV | 9,004 | $1,330 | 03/31/2024 |
Resources Investment Advisors LLC. | 9,737 | $1,328 | 12/31/2023 |
XLV | 9,737 | $1,328 | 12/31/2023 |
CMG Global Holdings LLC | 9,144 | $1,327 | 12/31/2023 |
XLV | 9,144 | $1,327 | 12/31/2023 |
Tidemark LLC | 9,722 | $1,326 | 12/31/2023 |
XLV | 9,722 | $1,326 | 12/31/2023 |
Financial Advisory Corp UT ADV | 8,965 | $1,324 | 03/31/2024 |
XLV | 8,965 | $1,324 | 03/31/2024 |
Pine Valley Investments Ltd Liability Co | 9,711 | $1,324 | 12/31/2023 |
XLV | 9,711 | $1,324 | 12/31/2023 |
Arkadios Wealth Advisors | 9,636 | $1,314 | 12/31/2023 |
XLV | 9,636 | $1,314 | 12/31/2023 |
Cullen Frost Bankers Inc. | 9,544 | $1,302 | 12/31/2023 |
XLV | 9,544 | $1,302 | 12/31/2023 |
Bramshill Investments LLC | 9,538 | $1,301 | 12/31/2023 |
XLV | 9,538 | $1,301 | 12/31/2023 |
Acima Private Wealth LLC | 9,515 | $1,298 | 12/31/2023 |
XLV | 9,515 | $1,298 | 12/31/2023 |
Cornerstone Capital Inc. | 9,473 | $1,292 | 12/31/2023 |
XLV | 9,473 | $1,292 | 12/31/2023 |
Chatham Capital Group Inc. | 8,740 | $1,291 | 03/31/2024 |
XLV | 8,740 | $1,291 | 03/31/2024 |
LVZ Advisors Inc. | 8,725 | $1,289 | 03/31/2024 |
XLV | 8,725 | $1,289 | 03/31/2024 |
Ingalls & Snyder LLC | 9,441 | $1,288 | 12/31/2023 |
XLV | 9,441 | $1,288 | 12/31/2023 |
Fulcrum Capital LLC | 8,700 | $1,285 | 03/31/2024 |
XLV | 8,700 | $1,285 | 03/31/2024 |
Arrow Financial Corp | 9,382 | $1,280 | 12/31/2023 |
XLV | 9,382 | $1,280 | 12/31/2023 |
Windham Capital Management LLC | 9,337 | $1,273 | 12/31/2023 |
XLV | 9,337 | $1,273 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,334 | $1,273 | 12/31/2023 |
XLV | 9,334 | $1,273 | 12/31/2023 |
Milestone Asset Management LLC | 8,588 | $1,269 | 03/31/2024 |
XLV | 8,588 | $1,269 | 03/31/2024 |
Redwood Financial Network Corp | 9,260 | $1,263 | 12/31/2023 |
XLV | 9,260 | $1,263 | 12/31/2023 |
Beech Hill Advisors Inc. | 8,535 | $1,261 | 03/31/2024 |
XLV | 8,535 | $1,261 | 03/31/2024 |
Janney Capital Management LLC | 9,192 | $1,254 | 12/31/2023 |
XLV | 9,192 | $1,254 | 12/31/2023 |
Perennial Investment Advisors LLC | 9,176 | $1,253 | 12/31/2023 |
XLV | 9,176 | $1,253 | 12/31/2023 |
Bristlecone Advisors LLC | 8,425 | $1,245 | 03/31/2024 |
XLV | 8,425 | $1,245 | 03/31/2024 |
Apollon Financial LLC | 9,102 | $1,241 | 12/31/2023 |
XLV | 9,102 | $1,241 | 12/31/2023 |
Abbot Financial Management Inc. | 9,095 | $1,240 | 12/31/2023 |
XLV | 9,095 | $1,240 | 12/31/2023 |
SOL Capital Management CO | 8,364 | $1,236 | 03/31/2024 |
XLV | 8,364 | $1,236 | 03/31/2024 |
Advisory Resource Group | 8,908 | $1,215 | 12/31/2023 |
XLV | 8,908 | $1,215 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 8,214 | $1,213 | 03/31/2024 |
XLV | 8,214 | $1,213 | 03/31/2024 |
First National Trust Co | 8,211 | $1,213 | 03/31/2024 |
XLV | 8,211 | $1,213 | 03/31/2024 |
Pacitti Group Inc. | 8,874 | $1,210 | 12/31/2023 |
XLV | 8,874 | $1,210 | 12/31/2023 |
Narwhal Capital Management | 8,148 | $1,204 | 03/31/2024 |
XLV | 8,148 | $1,204 | 03/31/2024 |
Lbmc Investment Advisors LLC | 8,122 | $1,200 | 03/31/2024 |
XLV | 8,122 | $1,200 | 03/31/2024 |
First International Bank & Trust | 8,025 | $1,186 | 03/31/2024 |
XLV | 8,025 | $1,186 | 03/31/2024 |
NBC Securities Inc. | 8,001 | $1,182 | 03/31/2024 |
XLV | 8,001 | $1,182 | 03/31/2024 |
Bailard Inc. | 8,649 | $1,180 | 12/31/2023 |
XLV | 8,649 | $1,180 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 8,652 | $1,180 | 12/31/2023 |
XLV | 8,652 | $1,180 | 12/31/2023 |
Fidelis Capital Partners LLC | 8,624 | $1,176 | 12/31/2023 |
XLV | 8,624 | $1,176 | 12/31/2023 |
Fiduciary Planning LLC | 8,545 | $1,165 | 12/31/2023 |
XLV | 8,545 | $1,165 | 12/31/2023 |
Narus Financial Partners LLC | 7,880 | $1,164 | 03/31/2024 |
XLV | 7,880 | $1,164 | 03/31/2024 |
Good Life Advisors LLC | 8,489 | $1,158 | 12/31/2023 |
XLV | 8,489 | $1,158 | 12/31/2023 |
Legacy Advisors LLC | 8,483 | $1,157 | 12/31/2023 |
XLV | 8,483 | $1,157 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 8,395 | $1,145 | 12/31/2023 |
XLV | 8,395 | $1,145 | 12/31/2023 |
Consolidated Portfolio Review Corp | 8,343 | $1,138 | 12/31/2023 |
XLV | 8,343 | $1,138 | 12/31/2023 |
Mill Creek Capital Advisors LLC | 8,338 | $1,137 | 12/31/2023 |
XLV | 8,338 | $1,137 | 12/31/2023 |
Adviser Investments LLC | 8,323 | $1,135 | 12/31/2023 |
XLV | 8,323 | $1,135 | 12/31/2023 |
Stegent Equity Advisors Inc. | 8,305 | $1,133 | 12/31/2023 |
XLV | 8,305 | $1,133 | 12/31/2023 |
Lazard Asset Management LLC | 8,295 | $1,131 | 12/31/2023 |
XLV | 8,295 | $1,131 | 12/31/2023 |
Smith Moore & CO. | 8,287 | $1,130 | 12/31/2023 |
XLV | 8,287 | $1,130 | 12/31/2023 |
Midwest Financial Group LLC | 7,593 | $1,122 | 03/31/2024 |
XLV | 7,593 | $1,122 | 03/31/2024 |
Ledyard National Bank | 8,163 | $1,113 | 12/31/2023 |
XLV | 8,163 | $1,113 | 12/31/2023 |
Lcnb Corp | 8,130 | $1,109 | 12/31/2023 |
XLV | 8,130 | $1,109 | 12/31/2023 |
Brighton Jones LLC | 8,109 | $1,106 | 12/31/2023 |
XLV | 8,109 | $1,106 | 12/31/2023 |
Keel Point LLC | 7,479 | $1,105 | 03/31/2024 |
XLV | 7,479 | $1,105 | 03/31/2024 |
Heartwood Wealth Advisors LLC | 7,437 | $1,099 | 03/31/2024 |
XLV | 7,437 | $1,099 | 03/31/2024 |
Jones Financial Companies Lllp | 8,052 | $1,098 | 12/31/2023 |
XLV | 8,052 | $1,098 | 12/31/2023 |
Rathbone Brothers plc | 8,050 | $1,098 | 12/31/2023 |
XLV | 8,050 | $1,098 | 12/31/2023 |
FinTrust Capital Advisors LLC | 7,954 | $1,085 | 12/31/2023 |
XLV | 7,954 | $1,085 | 12/31/2023 |
Laurel Wealth Advisors LLC | 7,931 | $1,082 | 12/31/2023 |
XLV | 7,931 | $1,082 | 12/31/2023 |
Strategic Financial Concepts LLC | 7,317 | $1,081 | 03/31/2024 |
XLV | 7,317 | $1,081 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 7,930 | $1,081 | 12/31/2023 |
XLV | 7,930 | $1,081 | 12/31/2023 |
Ballentine Partners LLC | 7,309 | $1,080 | 03/31/2024 |
XLV | 7,309 | $1,080 | 03/31/2024 |
Smith Salley & Associates | 7,898 | $1,077 | 12/31/2023 |
XLV | 7,898 | $1,077 | 12/31/2023 |
Interchange Capital Partners LLC | 7,877 | $1,071 | 12/31/2023 |
XLV | 7,877 | $1,071 | 12/31/2023 |
Blue Chip Partners Inc. | 7,234 | $1,069 | 03/31/2024 |
XLV | 7,234 | $1,069 | 03/31/2024 |
Hollencrest Capital Management | 7,745 | $1,056 | 12/31/2023 |
XLV | 7,745 | $1,056 | 12/31/2023 |
Moors & Cabot Inc. | 7,734 | $1,055 | 12/31/2023 |
XLV | 7,734 | $1,055 | 12/31/2023 |
Bennett Associates Wealth Management | 7,087 | $1,047 | 03/31/2024 |
XLV | 7,087 | $1,047 | 03/31/2024 |
E&G Advisors LP | 7,017 | $1,037 | 03/31/2024 |
XLV | 7,017 | $1,037 | 03/31/2024 |
Roble Belko & Company Inc | 7,018 | $1,037 | 03/31/2024 |
XLV | 7,018 | $1,037 | 03/31/2024 |
Bridge Advisory LLC | 7,012 | $1,036 | 03/31/2024 |
XLV | 7,012 | $1,036 | 03/31/2024 |
LVM Capital Management Ltd. MI | 7,000 | $1,034 | 03/31/2024 |
XLV | 7,000 | $1,034 | 03/31/2024 |
Aptus Capital Advisors LLC | 7,555 | $1,030 | 12/31/2023 |
XLV | 7,555 | $1,030 | 12/31/2023 |
Waterloo Capital L.P. | 7,476 | $1,020 | 12/31/2023 |
XLV | 7,476 | $1,020 | 12/31/2023 |
Source Financial Advisors LLC | 7,450 | $1,016 | 12/31/2023 |
XLV | 7,450 | $1,016 | 12/31/2023 |
Parallel Advisors LLC | 7,435 | $1,014 | 12/31/2023 |
XLV | 7,435 | $1,014 | 12/31/2023 |
Aberdeen Wealth Management LLC | 7,396 | $1,009 | 12/31/2023 |
XLV | 7,396 | $1,009 | 12/31/2023 |
Altfest L J & Co. Inc. | 6,776 | $1,001 | 03/31/2024 |
XLV | 6,776 | $1,001 | 03/31/2024 |
Sierra Capital LLC | 7,343 | $1,001 | 12/31/2023 |
XLV | 7,343 | $1,001 | 12/31/2023 |
Deutsche Bank AG | 7,324 | $999 | 12/31/2023 |
XLV | 7,324 | $999 | 12/31/2023 |
Zega Financial LLC | 7,314 | $998 | 12/31/2023 |
XLV | 7,314 | $998 | 12/31/2023 |
FRG Family Wealth Advisors LLC | 7,300 | $996 | 12/31/2023 |
XLV | 7,300 | $996 | 12/31/2023 |
Boston Private Wealth LLC | 7,231 | $986 | 12/31/2023 |
XLV | 7,231 | $986 | 12/31/2023 |
Channel Wealth LLC | 6,618 | $978 | 03/31/2024 |
XLV | 6,618 | $978 | 03/31/2024 |
Pinnacle Financial Partners Inc. | 7,130 | $972 | 12/31/2023 |
XLV | 7,130 | $972 | 12/31/2023 |
Personal CFO Solutions LLC | 7,026 | $958 | 12/31/2023 |
XLV | 7,026 | $958 | 12/31/2023 |
L.M. Kohn & Company | 6,452 | $953 | 03/31/2024 |
XLV | 6,452 | $953 | 03/31/2024 |
Lokken Investment Group LLC | 6,963 | $950 | 12/31/2023 |
XLV | 6,963 | $950 | 12/31/2023 |
MBL Wealth LLC | 6,413 | $947 | 03/31/2024 |
XLV | 6,413 | $947 | 03/31/2024 |
Marco Investment Management LLC | 6,944 | $947 | 12/31/2023 |
XLV | 6,944 | $947 | 12/31/2023 |
Private Wealth Strategies L.L.C. | 6,933 | $945 | 12/31/2023 |
XLV | 6,933 | $945 | 12/31/2023 |
Neuberger Berman Group LLC | 6,904 | $942 | 12/31/2023 |
XLV | 6,904 | $942 | 12/31/2023 |
Horizon Family Wealth Inc. | 6,908 | $942 | 12/31/2023 |
XLV | 6,908 | $942 | 12/31/2023 |
Hancock Whitney Corp | 6,883 | $939 | 12/31/2023 |
XLV | 6,883 | $939 | 12/31/2023 |
Fortune Financial Advisors LLC | 6,328 | $935 | 03/31/2024 |
XLV | 6,328 | $935 | 03/31/2024 |
USAdvisors Wealth Management LLC | 6,835 | $932 | 12/31/2023 |
XLV | 6,835 | $932 | 12/31/2023 |
Richard Bernstein Advisors LLC | 6,827 | $931 | 12/31/2023 |
XLV | 6,827 | $931 | 12/31/2023 |
VCI Wealth Management LLC | 6,809 | $929 | 12/31/2023 |
XLV | 6,809 | $929 | 12/31/2023 |
Brown Brothers Harriman & Co. | 6,808 | $928 | 12/31/2023 |
XLV | 6,808 | $928 | 12/31/2023 |
Second Line Capital LLC | 6,805 | $928 | 12/31/2023 |
XLV | 6,805 | $928 | 12/31/2023 |
Smith Anglin Financial LLC | 6,260 | $925 | 03/31/2024 |
XLV | 6,260 | $925 | 03/31/2024 |
Lansing Street Advisors | 6,761 | $922 | 12/31/2023 |
XLV | 6,761 | $922 | 12/31/2023 |
Grant GrossMendelsohn LLC | 6,434 | $921 | 03/31/2024 |
XLV | 6,434 | $921 | 03/31/2024 |
Tradition Wealth Management LLC | 6,749 | $920 | 12/31/2023 |
XLV | 6,749 | $920 | 12/31/2023 |
Harbor Investment Advisory LLC | 6,124 | $905 | 03/31/2024 |
XLV | 6,124 | $905 | 03/31/2024 |
Fort Point Capital Partners LLC | 6,630 | $904 | 12/31/2023 |
XLV | 6,630 | $904 | 12/31/2023 |
Berkeley Capital Partners LLC | 6,615 | $902 | 12/31/2023 |
XLV | 6,615 | $902 | 12/31/2023 |
Keystone Financial Group | 6,613 | $902 | 12/31/2023 |
XLV | 6,613 | $902 | 12/31/2023 |
Clearstead Advisors LLC | 6,556 | $894 | 12/31/2023 |
XLV | 6,556 | $894 | 12/31/2023 |
Arrowroot Family Office LLC | 6,533 | $891 | 12/31/2023 |
XLV | 6,533 | $891 | 12/31/2023 |
Mezzasalma Advisors LLC | 6,027 | $890 | 03/31/2024 |
XLV | 6,027 | $890 | 03/31/2024 |
Quantinno Capital Management LP | 6,496 | $886 | 12/31/2023 |
XLV | 6,496 | $886 | 12/31/2023 |
Norwood Financial Corp | 5,970 | $882 | 03/31/2024 |
XLV | 5,970 | $882 | 03/31/2024 |
EverSource Wealth Advisors LLC | 6,440 | $878 | 12/31/2023 |
XLV | 6,440 | $878 | 12/31/2023 |
Mission Creek Capital Partners Inc. | 6,427 | $877 | 12/31/2023 |
XLV | 6,427 | $877 | 12/31/2023 |
Country Club Bank GFN | 5,912 | $873 | 03/31/2024 |
XLV | 5,912 | $873 | 03/31/2024 |
FineMark National Bank & Trust | 6,382 | $870 | 12/31/2023 |
XLV | 6,382 | $870 | 12/31/2023 |
Magnolia Capital Advisors LLC | 6,179 | $869 | 12/31/2023 |
XLV | 6,179 | $869 | 12/31/2023 |
MONECO Advisors LLC | 5,859 | $866 | 03/31/2024 |
XLV | 5,859 | $866 | 03/31/2024 |
Townsquare Capital LLC | 6,337 | $864 | 12/31/2023 |
XLV | 6,337 | $864 | 12/31/2023 |
Greystone Financial Group LLC | 5,836 | $862 | 03/31/2024 |
XLV | 5,836 | $862 | 03/31/2024 |
Condor Capital Management | 6,310 | $861 | 12/31/2023 |
XLV | 6,310 | $861 | 12/31/2023 |
OLD Mission Capital LLC | 6,312 | $861 | 12/31/2023 |
XLV | 6,312 | $861 | 12/31/2023 |
Cape Investment Advisory Inc. | 6,286 | $857 | 12/31/2023 |
XLV | 6,286 | $857 | 12/31/2023 |
Encompass More Asset Management | 6,239 | $851 | 12/31/2023 |
XLV | 6,239 | $851 | 12/31/2023 |
Pacific Center for Financial Services | 6,222 | $849 | 12/31/2023 |
XLV | 6,222 | $849 | 12/31/2023 |
O ROURKE & COMPANY Inc | 5,714 | $844 | 03/31/2024 |
XLV | 5,714 | $844 | 03/31/2024 |
Waldron Private Wealth LLC | 6,175 | $842 | 12/31/2023 |
XLV | 6,175 | $842 | 12/31/2023 |
GYL Financial Synergies LLC | 6,164 | $841 | 12/31/2023 |
XLV | 6,164 | $841 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 6,140 | $837 | 12/31/2023 |
XLV | 6,140 | $837 | 12/31/2023 |
First Citizens Bank & Trust Co. | 5,657 | $836 | 03/31/2024 |
XLV | 5,657 | $836 | 03/31/2024 |
NTV Asset Management LLC | 6,130 | $836 | 12/31/2023 |
XLV | 6,130 | $836 | 12/31/2023 |
Retirement Capital Strategies | 6,128 | $836 | 12/31/2023 |
XLV | 6,128 | $836 | 12/31/2023 |
Burford Brothers Inc. | 6,131 | $836 | 12/31/2023 |
XLV | 6,131 | $836 | 12/31/2023 |
Franklin Resources Inc. | 6,070 | $828 | 12/31/2023 |
XLV | 6,070 | $828 | 12/31/2023 |
JTC Employer Solutions Trusteee Ltd | 5,590 | $826 | 03/31/2024 |
XLV | 5,590 | $826 | 03/31/2024 |
Peterson Wealth Management | 6,040 | $824 | 12/31/2023 |
XLV | 6,040 | $824 | 12/31/2023 |
Mackenzie Financial Corp | 5,993 | $817 | 12/31/2023 |
XLV | 5,993 | $817 | 12/31/2023 |
Sage Capital Advisors llc | 5,510 | $814 | 03/31/2024 |
XLV | 5,510 | $814 | 03/31/2024 |
Aries Wealth Management | 5,951 | $812 | 12/31/2023 |
XLV | 5,951 | $812 | 12/31/2023 |
Court Place Advisors LLC | 5,482 | $810 | 03/31/2024 |
XLV | 5,482 | $810 | 03/31/2024 |
Segment Wealth Management LLC | 5,477 | $809 | 03/31/2024 |
XLV | 5,477 | $809 | 03/31/2024 |
Whalerock Point Partners LLC | 5,933 | $809 | 12/31/2023 |
XLV | 5,933 | $809 | 12/31/2023 |
Rollins Financial | 5,929 | $809 | 12/31/2023 |
XLV | 5,929 | $809 | 12/31/2023 |
Rollins Financial Advisors LLC | 5,929 | $809 | 12/31/2023 |
XLV | 5,929 | $809 | 12/31/2023 |
Manhattan West Asset Management LLC | 5,928 | $808 | 12/31/2023 |
XLV | 5,928 | $808 | 12/31/2023 |
BNC Wealth Management LLC | 5,448 | $805 | 03/31/2024 |
XLV | 5,448 | $805 | 03/31/2024 |
UNIVEST FINANCIAL Corp | 5,892 | $804 | 12/31/2023 |
XLV | 5,892 | $804 | 12/31/2023 |
Stock Yards Bank & Trust Co. | 5,884 | $802 | 12/31/2023 |
XLV | 5,884 | $802 | 12/31/2023 |
Prospect Financial Services LLC | 5,416 | $800 | 03/31/2024 |
XLV | 5,416 | $800 | 03/31/2024 |
KFA Private Wealth Group LLC | 5,865 | $800 | 12/31/2023 |
XLV | 5,865 | $800 | 12/31/2023 |
Quadrant Private Wealth Management LLC | 5,818 | $793 | 12/31/2023 |
XLV | 5,818 | $793 | 12/31/2023 |
Insight Advisors LLC PA | 5,791 | $790 | 12/31/2023 |
XLV | 5,791 | $790 | 12/31/2023 |
Occidental Asset Management LLC | 5,331 | $788 | 03/31/2024 |
XLV | 5,331 | $788 | 03/31/2024 |
Family Asset Management LLC | 5,756 | $785 | 12/31/2023 |
XLV | 5,756 | $785 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 5,735 | $782 | 12/31/2023 |
XLV | 5,735 | $782 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 5,280 | $780 | 03/31/2024 |
XLV | 5,280 | $780 | 03/31/2024 |
CENTRAL TRUST Co | 5,265 | $778 | 03/31/2024 |
XLV | 5,265 | $778 | 03/31/2024 |
Beaumont Financial Advisors LLC | 5,703 | $778 | 12/31/2023 |
XLV | 5,703 | $778 | 12/31/2023 |
Prana Capital Management LP | 5,652 | $771 | 12/31/2023 |
XLV | 5,652 | $771 | 12/31/2023 |
Freestone Capital Holdings LLC | 5,636 | $769 | 12/31/2023 |
XLV | 5,636 | $769 | 12/31/2023 |
Visionary Wealth Advisors | 5,641 | $769 | 12/31/2023 |
XLV | 5,641 | $769 | 12/31/2023 |
MKT Advisors LLC | 5,418 | $767 | 03/31/2024 |
XLV | 5,418 | $767 | 03/31/2024 |
Patten Group Inc. | 5,185 | $766 | 03/31/2024 |
XLV | 5,185 | $766 | 03/31/2024 |
OneAscent Wealth Management LLC | 5,186 | $766 | 03/31/2024 |
XLV | 5,186 | $766 | 03/31/2024 |
VanderPol Investments L.L.C. | 5,187 | $766 | 03/31/2024 |
XLV | 5,187 | $766 | 03/31/2024 |
Tyler Stone Wealth Management | 5,608 | $765 | 12/31/2023 |
XLV | 5,608 | $765 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,605 | $764 | 12/31/2023 |
XLV | 5,605 | $764 | 12/31/2023 |
Turtle Creek Wealth Advisors LLC | 5,605 | $764 | 12/31/2023 |
XLV | 5,605 | $764 | 12/31/2023 |
Arete Wealth Advisors LLC | 5,563 | $759 | 12/31/2023 |
XLV | 5,563 | $759 | 12/31/2023 |
Archford Capital Strategies LLC | 5,130 | $758 | 03/31/2024 |
XLV | 5,130 | $758 | 03/31/2024 |
DLK Investment Management LLC | 5,130 | $758 | 03/31/2024 |
XLV | 5,130 | $758 | 03/31/2024 |
Ally Invest Advisors Inc. | 5,561 | $758 | 12/31/2023 |
XLV | 5,561 | $758 | 12/31/2023 |
Cassaday & Co Wealth Management LLC | 5,560 | $758 | 12/31/2023 |
XLV | 5,560 | $758 | 12/31/2023 |
Breed s Hill Capital LLC | 5,542 | $756 | 12/31/2023 |
XLV | 5,542 | $756 | 12/31/2023 |
Smartleaf Asset Management LLC | 5,541 | $755 | 12/31/2023 |
XLV | 5,541 | $755 | 12/31/2023 |
Clear Street Markets LLC | 5,500 | $750 | 12/31/2023 |
XLV | 5,500 | $750 | 12/31/2023 |
Moody Lynn & Lieberson LLC | 5,005 | $739 | 03/31/2024 |
XLV | 5,005 | $739 | 03/31/2024 |
Stonebrook Private Inc. | 5,421 | $739 | 12/31/2023 |
XLV | 5,421 | $739 | 12/31/2023 |
Navis Wealth Advisors LLC | 5,380 | $734 | 12/31/2023 |
XLV | 5,380 | $734 | 12/31/2023 |
Panoramic Investment Advisors LLC | 4,950 | $731 | 03/31/2024 |
XLV | 4,950 | $731 | 03/31/2024 |
Verdence Capital Advisors LLC | 4,925 | $728 | 03/31/2024 |
XLV | 4,925 | $728 | 03/31/2024 |
Peak Financial Advisors LLC | 4,915 | $726 | 03/31/2024 |
XLV | 4,915 | $726 | 03/31/2024 |
Bank Julius Baer & Co. Ltd Zurich | 5,300 | $723 | 12/31/2023 |
XLV | 5,300 | $723 | 12/31/2023 |
Talisman Wealth Advisors LLC | 5,302 | $723 | 12/31/2023 |
XLV | 5,302 | $723 | 12/31/2023 |
Summit Financial Group Inc. | 4,885 | $722 | 03/31/2024 |
XLV | 4,885 | $722 | 03/31/2024 |
Traction Financial Partners LLC | 5,293 | $722 | 12/31/2023 |
XLV | 5,293 | $722 | 12/31/2023 |
Dearborn Partners LLC | 5,289 | $721 | 12/31/2023 |
XLV | 5,289 | $721 | 12/31/2023 |
Everett Harris & Co. CA | 4,875 | $720 | 03/31/2024 |
XLV | 4,875 | $720 | 03/31/2024 |
Signal Advisors Wealth LLC | 4,866 | $719 | 03/31/2024 |
XLV | 4,866 | $719 | 03/31/2024 |
Investment Advisory Services Inc. TX ADV | 4,850 | $717 | 03/31/2024 |
XLV | 4,850 | $717 | 03/31/2024 |
Morton Community Bank | 5,261 | $717 | 12/31/2023 |
XLV | 5,261 | $717 | 12/31/2023 |
Agate Pass Investment Management LLC | 4,808 | $710 | 03/31/2024 |
XLV | 4,808 | $710 | 03/31/2024 |
Sonoma Private Wealth LLC | 5,204 | $710 | 12/31/2023 |
XLV | 5,204 | $710 | 12/31/2023 |
JBR Co Financial Management Inc | 5,199 | $709 | 12/31/2023 |
XLV | 5,199 | $709 | 12/31/2023 |
Shepherd Financial Partners LLC | 4,785 | $707 | 03/31/2024 |
XLV | 4,785 | $707 | 03/31/2024 |
RTD Financial Advisors Inc. | 4,783 | $707 | 03/31/2024 |
XLV | 4,783 | $707 | 03/31/2024 |
Leavell Investment Management Inc. | 4,777 | $706 | 03/31/2024 |
XLV | 4,777 | $706 | 03/31/2024 |
Key Client Fiduciary Advisors LLC | 4,779 | $706 | 03/31/2024 |
XLV | 4,779 | $706 | 03/31/2024 |
Lee Danner & Bass Inc. | 5,151 | $703 | 12/31/2023 |
XLV | 5,151 | $703 | 12/31/2023 |
Contravisory Investment Management Inc. | 4,749 | $702 | 03/31/2024 |
XLV | 4,749 | $702 | 03/31/2024 |
Argent Trust Co | 5,142 | $701 | 12/31/2023 |
XLV | 5,142 | $701 | 12/31/2023 |
Montag & Caldwell LLC | 5,124 | $699 | 12/31/2023 |
XLV | 5,124 | $699 | 12/31/2023 |
Heritage Wealth Advisors | 5,124 | $699 | 12/31/2023 |
XLV | 5,124 | $699 | 12/31/2023 |
Banque Cantonale Vaudoise | 4,715 | $696 | 03/31/2024 |
XLV | 4,715 | $696 | 03/31/2024 |
tru Independence LLC | 4,697 | $694 | 03/31/2024 |
XLV | 4,697 | $694 | 03/31/2024 |
West Coast Financial LLC | 4,660 | $688 | 03/31/2024 |
XLV | 4,660 | $688 | 03/31/2024 |
Financial & Tax Architects LLC | 5,044 | $688 | 12/31/2023 |
XLV | 5,044 | $688 | 12/31/2023 |
Castleview Partners LLC | 5,013 | $684 | 12/31/2023 |
XLV | 5,013 | $684 | 12/31/2023 |
Econ Financial Services Corp | 5,006 | $683 | 12/31/2023 |
XLV | 5,006 | $683 | 12/31/2023 |
Sequent Asset Management LLC | 4,617 | $682 | 03/31/2024 |
XLV | 4,617 | $682 | 03/31/2024 |
Gamco Investors INC. ET AL | 5,000 | $682 | 12/31/2023 |
XLV | 5,000 | $682 | 12/31/2023 |
Voya Financial Advisors Inc. | 5,004 | $682 | 12/31/2023 |
XLV | 5,004 | $682 | 12/31/2023 |
Emfo LLC | 5,000 | $682 | 12/31/2023 |
XLV | 5,000 | $682 | 12/31/2023 |
South State CORP. | 4,984 | $680 | 12/31/2023 |
XLV | 4,984 | $680 | 12/31/2023 |
Biltmore Family Office LLC | 4,981 | $679 | 12/31/2023 |
XLV | 4,981 | $679 | 12/31/2023 |
American National Bank | 4,581 | $677 | 03/31/2024 |
XLV | 4,581 | $677 | 03/31/2024 |
Able Wealth Management LLC | 4,963 | $677 | 12/31/2023 |
XLV | 4,963 | $677 | 12/31/2023 |
Axxcess Wealth Management LLC | 4,959 | $676 | 12/31/2023 |
XLV | 4,959 | $676 | 12/31/2023 |
West Tower Group LLC | 4,954 | $676 | 12/31/2023 |
XLV | 4,954 | $676 | 12/31/2023 |
BOKF NA | 4,924 | $672 | 12/31/2023 |
XLV | 4,924 | $672 | 12/31/2023 |
Main Street Financial Solutions LLC | 4,533 | $670 | 03/31/2024 |
XLV | 4,533 | $670 | 03/31/2024 |
Financial Insights Inc. | 4,515 | $667 | 03/31/2024 |
XLV | 4,515 | $667 | 03/31/2024 |
Opinicus Capital Inc. | 4,515 | $667 | 03/31/2024 |
XLV | 4,515 | $667 | 03/31/2024 |
Mesirow Financial Investment Management Inc. | 4,507 | $666 | 03/31/2024 |
XLV | 4,507 | $666 | 03/31/2024 |
Signet Financial Management LLC | 4,499 | $665 | 03/31/2024 |
XLV | 4,499 | $665 | 03/31/2024 |
Arlington Trust Co LLC | 4,500 | $665 | 03/31/2024 |
XLV | 4,500 | $665 | 03/31/2024 |
Clay Northam Wealth Management LLC | 4,482 | $662 | 03/31/2024 |
XLV | 4,482 | $662 | 03/31/2024 |
Marks Group Wealth Management Inc | 4,855 | $662 | 12/31/2023 |
XLV | 4,855 | $662 | 12/31/2023 |
Journey Advisory Group LLC | 4,830 | $659 | 12/31/2023 |
XLV | 4,830 | $659 | 12/31/2023 |
Balboa Wealth Partners | 4,798 | $654 | 12/31/2023 |
XLV | 4,798 | $654 | 12/31/2023 |
TrueWealth Advisors LLC | 4,420 | $653 | 03/31/2024 |
XLV | 4,420 | $653 | 03/31/2024 |
Worth Asset Management LLC | 4,423 | $653 | 03/31/2024 |
XLV | 4,423 | $653 | 03/31/2024 |
Empower Advisory Group LLC | 4,772 | $651 | 12/31/2023 |
XLV | 4,772 | $651 | 12/31/2023 |
Providence Capital Advisors LLC | 4,766 | $650 | 12/31/2023 |
XLV | 4,766 | $650 | 12/31/2023 |
KG&L Capital Management LLC | 4,393 | $649 | 03/31/2024 |
XLV | 4,393 | $649 | 03/31/2024 |
Whittier Trust Co. of Nevada Inc. | 4,706 | $642 | 12/31/2023 |
XLV | 4,706 | $642 | 12/31/2023 |
Collaborative Wealth Managment Inc. | 4,710 | $642 | 12/31/2023 |
XLV | 4,710 | $642 | 12/31/2023 |
Castle Wealth Management LLC | 4,692 | $640 | 12/31/2023 |
XLV | 4,692 | $640 | 12/31/2023 |
Gilliland Jeter Wealth Management LLC | 4,687 | $639 | 12/31/2023 |
XLV | 4,687 | $639 | 12/31/2023 |
Noesis Capital Mangement Corp | 4,672 | $637 | 12/31/2023 |
XLV | 4,672 | $637 | 12/31/2023 |
Private Client Services LLC | 4,671 | $637 | 12/31/2023 |
XLV | 4,671 | $637 | 12/31/2023 |
Goodman Advisory Group LLC | 4,640 | $633 | 12/31/2023 |
XLV | 4,640 | $633 | 12/31/2023 |
Stony Point Wealth Management Inc. | 4,275 | $632 | 03/31/2024 |
XLV | 4,275 | $632 | 03/31/2024 |
Lunt Capital Management Inc. | 4,265 | $630 | 03/31/2024 |
XLV | 4,265 | $630 | 03/31/2024 |
Chilton Capital Management LLC | 4,617 | $630 | 12/31/2023 |
XLV | 4,617 | $630 | 12/31/2023 |
Private Capital Management LLC | 4,617 | $630 | 12/31/2023 |
XLV | 4,617 | $630 | 12/31/2023 |
Barnes Pettey Financial Advisors LLC | 4,610 | $629 | 12/31/2023 |
XLV | 4,610 | $629 | 12/31/2023 |
Capital Management Associates NY | 4,599 | $627 | 12/31/2023 |
XLV | 4,599 | $627 | 12/31/2023 |
Allen Capital Group LLC | 4,234 | $625 | 03/31/2024 |
XLV | 4,234 | $625 | 03/31/2024 |
Meridian Wealth Advisors LLC | 4,575 | $624 | 12/31/2023 |
XLV | 4,575 | $624 | 12/31/2023 |
Avestar Capital LLC | 4,560 | $622 | 12/31/2023 |
XLV | 4,560 | $622 | 12/31/2023 |
Intellectus Partners LLC | 4,550 | $621 | 12/31/2023 |
XLV | 4,550 | $621 | 12/31/2023 |
BCS Wealth Management | 4,189 | $619 | 03/31/2024 |
XLV | 4,189 | $619 | 03/31/2024 |
AlphaStar Capital Management LLC | 4,539 | $619 | 12/31/2023 |
XLV | 4,539 | $619 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,523 | $617 | 12/31/2023 |
XLV | 4,523 | $617 | 12/31/2023 |
Pure Financial Advisors Inc. | 4,129 | $610 | 03/31/2024 |
XLV | 4,129 | $610 | 03/31/2024 |
Ausdal Financial Partners Inc. | 4,106 | $607 | 03/31/2024 |
XLV | 4,106 | $607 | 03/31/2024 |
Wealth Advisory Solutions LLC | 4,112 | $607 | 03/31/2024 |
XLV | 4,112 | $607 | 03/31/2024 |
QRG Capital Management Inc. | 4,434 | $605 | 12/31/2023 |
XLV | 4,434 | $605 | 12/31/2023 |
Adirondack Trust Co. | 4,089 | $604 | 03/31/2024 |
XLV | 4,089 | $604 | 03/31/2024 |
Shufro Rose & Co. LLC | 4,684 | $603 | 12/31/2023 |
XLV | 4,684 | $603 | 12/31/2023 |
Chicago Wealth Management Inc. | 4,409 | $601 | 12/31/2023 |
XLV | 4,409 | $601 | 12/31/2023 |
Chicago Partners Investment Group LLC | 4,236 | $599 | 03/31/2024 |
XLV | 4,236 | $599 | 03/31/2024 |
Pettyjohn Wood & White Inc. | 4,360 | $595 | 12/31/2023 |
XLV | 4,360 | $595 | 12/31/2023 |
Westbourne Investment Advisors Inc. | 4,022 | $594 | 03/31/2024 |
XLV | 4,022 | $594 | 03/31/2024 |
Lpwm LLC | 4,195 | $594 | 03/31/2024 |
XLV | 4,195 | $594 | 03/31/2024 |
Elk River Wealth Management LLC | 4,020 | $594 | 03/31/2024 |
XLV | 4,020 | $594 | 03/31/2024 |
STA Wealth Management LLC | 4,330 | $591 | 12/31/2023 |
XLV | 4,330 | $591 | 12/31/2023 |
Lodestone Wealth Management LLC | 4,321 | $589 | 12/31/2023 |
XLV | 4,321 | $589 | 12/31/2023 |
Atomi Financial Group Inc. | 4,310 | $588 | 12/31/2023 |
XLV | 4,310 | $588 | 12/31/2023 |
Sapient Capital LLC | 3,976 | $587 | 03/31/2024 |
XLV | 3,976 | $587 | 03/31/2024 |
Investment Partners Asset Management Inc. | 3,969 | $586 | 03/31/2024 |
XLV | 3,969 | $586 | 03/31/2024 |
CRA Financial Services LLC | 3,940 | $582 | 03/31/2024 |
XLV | 3,940 | $582 | 03/31/2024 |
Oxler Private Wealth LLC | 3,931 | $581 | 03/31/2024 |
XLV | 3,931 | $581 | 03/31/2024 |
Silverlake Wealth Management LLC | 3,923 | $580 | 03/31/2024 |
XLV | 3,923 | $580 | 03/31/2024 |
KKM Financial LLC | 4,242 | $579 | 12/31/2023 |
XLV | 4,242 | $579 | 12/31/2023 |
17 Capital Partners LLC | 3,905 | $577 | 03/31/2024 |
XLV | 3,905 | $577 | 03/31/2024 |
WESCAP Management Group Inc. | 4,224 | $576 | 12/31/2023 |
XLV | 4,224 | $576 | 12/31/2023 |
Hallmark Capital Management Inc. | 4,214 | $575 | 12/31/2023 |
XLV | 4,214 | $575 | 12/31/2023 |
Pacific Sun Financial Corp | 4,215 | $575 | 12/31/2023 |
XLV | 4,215 | $575 | 12/31/2023 |
Lynch & Associates IN | 3,869 | $572 | 03/31/2024 |
XLV | 3,869 | $572 | 03/31/2024 |
Sunbelt Securities Inc. | 3,841 | $567 | 03/31/2024 |
XLV | 3,841 | $567 | 03/31/2024 |
Peak Financial Management Inc. | 3,835 | $567 | 03/31/2024 |
XLV | 3,835 | $567 | 03/31/2024 |
RPG Investment Advisory LLC | 4,145 | $565 | 12/31/2023 |
XLV | 4,145 | $565 | 12/31/2023 |
Regent Peak Wealth Advisors LLC | 4,139 | $565 | 12/31/2023 |
XLV | 4,139 | $565 | 12/31/2023 |
Eagle Ridge Investment Management | 3,781 | $559 | 03/31/2024 |
XLV | 3,781 | $559 | 03/31/2024 |
Financial Partners Group Inc | 4,100 | $559 | 12/31/2023 |
XLV | 4,100 | $559 | 12/31/2023 |
Sheaff Brock Investment Advisors LLC | 4,088 | $558 | 12/31/2023 |
XLV | 4,088 | $558 | 12/31/2023 |
BKD Wealth Advisors LLC | 3,773 | $557 | 03/31/2024 |
XLV | 3,773 | $557 | 03/31/2024 |
Foguth Wealth Management LLC. | 3,755 | $555 | 03/31/2024 |
XLV | 3,755 | $555 | 03/31/2024 |
Aviance Capital Partners LLC | 3,735 | $552 | 03/31/2024 |
XLV | 3,735 | $552 | 03/31/2024 |
Parsons Capital Management Inc. RI | 3,727 | $551 | 03/31/2024 |
XLV | 3,727 | $551 | 03/31/2024 |
Matthew Goff Investment Advisor LLC | 3,721 | $550 | 03/31/2024 |
XLV | 3,721 | $550 | 03/31/2024 |
Institute for Wealth Management LLC. | 4,018 | $548 | 12/31/2023 |
XLV | 4,018 | $548 | 12/31/2023 |
Edmond DE Rothschild Holding S.A. | 4,008 | $547 | 12/31/2023 |
XLV | 4,008 | $547 | 12/31/2023 |
Gruss & Co. LLC | 4,000 | $546 | 12/31/2023 |
XLV | 4,000 | $546 | 12/31/2023 |
Bradley Foster & Sargent Inc. CT | 3,978 | $543 | 12/31/2023 |
XLV | 3,978 | $543 | 12/31/2023 |
USA Financial Portformulas Corp | 3,983 | $543 | 12/31/2023 |
XLV | 3,983 | $543 | 12/31/2023 |
Cladis Investment Advisory LLC | 3,985 | $543 | 12/31/2023 |
XLV | 3,985 | $543 | 12/31/2023 |
Manchester Capital Management LLC | 3,968 | $541 | 12/31/2023 |
XLV | 3,968 | $541 | 12/31/2023 |
Gateway Wealth Partners LLC | 3,964 | $541 | 12/31/2023 |
XLV | 3,964 | $541 | 12/31/2023 |
Greenwich Wealth Management LLC | 3,959 | $540 | 12/31/2023 |
XLV | 3,959 | $540 | 12/31/2023 |
Allen Investment Management LLC | 3,943 | $538 | 12/31/2023 |
XLV | 3,943 | $538 | 12/31/2023 |
Valeo Financial Advisors LLC | 3,810 | $537 | 03/31/2024 |
XLV | 3,810 | $537 | 03/31/2024 |
MGB Wealth Management LLC | 3,935 | $537 | 12/31/2023 |
XLV | 3,935 | $537 | 12/31/2023 |
Columbus Macro LLC | 3,627 | $536 | 03/31/2024 |
XLV | 3,627 | $536 | 03/31/2024 |
Jaffetilchin Investment Partners LLC | 3,931 | $536 | 12/31/2023 |
XLV | 3,931 | $536 | 12/31/2023 |
Trust Point Inc. | 3,620 | $535 | 03/31/2024 |
XLV | 3,620 | $535 | 03/31/2024 |
HBK Sorce Advisory LLC | 3,924 | $535 | 12/31/2023 |
XLV | 3,924 | $535 | 12/31/2023 |
Waterway Wealth Management LLC | 3,610 | $533 | 03/31/2024 |
XLV | 3,610 | $533 | 03/31/2024 |
SkyOak Wealth LLC | 3,908 | $533 | 12/31/2023 |
XLV | 3,908 | $533 | 12/31/2023 |
Brady Family Wealth LLC | 3,899 | $532 | 12/31/2023 |
XLV | 3,899 | $532 | 12/31/2023 |
Burns J W & Co. Inc. NY | 3,586 | $530 | 03/31/2024 |
XLV | 3,586 | $530 | 03/31/2024 |
Pinnacle Wealth Management Advisory Group LLC | 3,846 | $525 | 12/31/2023 |
XLV | 3,846 | $525 | 12/31/2023 |
Hyman Charles D | 3,837 | $523 | 12/31/2023 |
XLV | 3,837 | $523 | 12/31/2023 |
Onyx Bridge Wealth Group LLC | 3,827 | $522 | 12/31/2023 |
XLV | 3,827 | $522 | 12/31/2023 |
Mirador Capital Partners LP | 3,510 | $519 | 03/31/2024 |
XLV | 3,510 | $519 | 03/31/2024 |
FLC Capital Advisors | 3,799 | $518 | 12/31/2023 |
XLV | 3,799 | $518 | 12/31/2023 |
Fielder Capital Group LLC | 3,493 | $516 | 03/31/2024 |
XLV | 3,493 | $516 | 03/31/2024 |
Resurgent Financial Advisors LLC | 3,774 | $515 | 12/31/2023 |
XLV | 3,774 | $515 | 12/31/2023 |
Community Bank N.A. | 3,768 | $514 | 12/31/2023 |
XLV | 3,768 | $514 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 3,475 | $513 | 03/31/2024 |
XLV | 3,475 | $513 | 03/31/2024 |
US Financial Advisors LLC | 3,729 | $509 | 12/31/2023 |
XLV | 3,729 | $509 | 12/31/2023 |
Farther Finance Advisors LLC | 3,716 | $507 | 12/31/2023 |
XLV | 3,716 | $507 | 12/31/2023 |
Executive Wealth Management LLC | 3,706 | $506 | 12/31/2023 |
XLV | 3,706 | $506 | 12/31/2023 |
Goelzer Investment Management Inc. | 3,692 | $504 | 12/31/2023 |
XLV | 3,692 | $504 | 12/31/2023 |
Ritholtz Wealth Management | 3,407 | $503 | 03/31/2024 |
XLV | 3,407 | $503 | 03/31/2024 |
SOA Wealth Advisors LLC. | 3,398 | $502 | 03/31/2024 |
XLV | 3,398 | $502 | 03/31/2024 |
Savant Capital LLC | 3,646 | $497 | 12/31/2023 |
XLV | 3,646 | $497 | 12/31/2023 |
Centiva Capital LP | $497 | 12/31/2023 | |
XLV | 13,542 | $1,847 | 12/31/2023 |
Put | 10,000 | $1,364 | 12/31/2023 |
Call | 100 | $14 | 12/31/2023 |
Vertex Planning Partners LLC | 3,645 | $497 | 12/31/2023 |
XLV | 3,645 | $497 | 12/31/2023 |
My Personal CFO LLC | 3,351 | $495 | 03/31/2024 |
XLV | 3,351 | $495 | 03/31/2024 |
First Heartland Consultants Inc. | 3,627 | $495 | 12/31/2023 |
XLV | 3,627 | $495 | 12/31/2023 |
Jane Street Group LLC | 3,628 | $495 | 12/31/2023 |
XLV | 3,628 | $495 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 3,553 | $492 | 03/31/2024 |
XLV | 3,553 | $492 | 03/31/2024 |
Pinnacle Family Advisors LLC | 3,604 | $492 | 12/31/2023 |
XLV | 3,604 | $492 | 12/31/2023 |
Capital Advisors Ltd. LLC | 3,322 | $491 | 03/31/2024 |
XLV | 3,322 | $491 | 03/31/2024 |
Wedmont Private Capital | 3,424 | $491 | 03/31/2024 |
XLV | 3,424 | $491 | 03/31/2024 |
Kaizen Financial Strategies | 3,600 | $491 | 12/31/2023 |
XLV | 3,600 | $491 | 12/31/2023 |
Centric Wealth Management | 3,442 | $490 | 12/31/2023 |
XLV | 3,442 | $490 | 12/31/2023 |
Delta Financial Group Inc. | 3,595 | $490 | 12/31/2023 |
XLV | 3,595 | $490 | 12/31/2023 |
Signaturefd LLC | 3,554 | $485 | 12/31/2023 |
XLV | 3,554 | $485 | 12/31/2023 |
Glassman Wealth Services | 3,555 | $485 | 12/31/2023 |
XLV | 3,555 | $485 | 12/31/2023 |
Vicus Capital | 3,276 | $484 | 03/31/2024 |
XLV | 3,276 | $484 | 03/31/2024 |
Citizens & Northern Corp | 3,550 | $484 | 12/31/2023 |
XLV | 3,550 | $484 | 12/31/2023 |
Psagot Value Holdings Ltd. Israel | 3,554 | $484 | 12/31/2023 |
XLV | 3,554 | $484 | 12/31/2023 |
Aurora Private Wealth Inc. | 3,266 | $478 | 03/31/2024 |
XLV | 3,266 | $478 | 03/31/2024 |
Highview Capital Management LLC DE | 3,226 | $477 | 03/31/2024 |
XLV | 3,226 | $477 | 03/31/2024 |
Icapital Wealth LLC | 3,500 | $477 | 12/31/2023 |
XLV | 3,500 | $477 | 12/31/2023 |
Jackson Square Capital LLC | 3,225 | $476 | 03/31/2024 |
XLV | 3,225 | $476 | 03/31/2024 |
Hardy Reed LLC | 3,486 | $475 | 12/31/2023 |
XLV | 3,486 | $475 | 12/31/2023 |
RDA Financial Network | 3,210 | $474 | 03/31/2024 |
XLV | 3,210 | $474 | 03/31/2024 |
Stone Point Wealth LLC | 3,474 | $474 | 12/31/2023 |
XLV | 3,474 | $474 | 12/31/2023 |
Eley Financial Management Inc | 3,476 | $474 | 12/31/2023 |
XLV | 3,476 | $474 | 12/31/2023 |
Lakeview Capital Partners LLC | 3,465 | $473 | 12/31/2023 |
XLV | 3,465 | $473 | 12/31/2023 |
Elevatus Welath Management | 3,465 | $473 | 12/31/2023 |
XLV | 3,465 | $473 | 12/31/2023 |
Crewe Advisors LLC | 3,452 | $471 | 12/31/2023 |
XLV | 3,452 | $471 | 12/31/2023 |
Sterling Investment Management Inc. | 3,180 | $470 | 03/31/2024 |
XLV | 3,180 | $470 | 03/31/2024 |
W.G. Shaheen & Associates DBA Whitney & Co | 3,410 | $465 | 12/31/2023 |
XLV | 3,410 | $465 | 12/31/2023 |
Advanced Asset Management Advisors Inc | 3,141 | $464 | 03/31/2024 |
XLV | 3,141 | $464 | 03/31/2024 |
Donaldson Capital Management LLC | 3,126 | $462 | 03/31/2024 |
XLV | 3,126 | $462 | 03/31/2024 |
Wealthsource Partners LLC | 3,390 | $462 | 12/31/2023 |
XLV | 3,390 | $462 | 12/31/2023 |
River Street Advisors LLC | 3,117 | $460 | 03/31/2024 |
XLV | 3,117 | $460 | 03/31/2024 |
Keystone Wealth Services LLC | 3,110 | $459 | 03/31/2024 |
XLV | 3,110 | $459 | 03/31/2024 |
Sigma Investment Counselors Inc. | 3,103 | $458 | 03/31/2024 |
XLV | 3,103 | $458 | 03/31/2024 |
AlphaCore Capital LLC | 3,355 | $458 | 12/31/2023 |
XLV | 3,355 | $458 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 3,356 | $456 | 12/31/2023 |
XLV | 3,356 | $456 | 12/31/2023 |
Prosperity Consulting Group LLC | 3,340 | $456 | 12/31/2023 |
XLV | 3,340 | $456 | 12/31/2023 |
Solstein Capital LLC | 3,077 | $455 | 03/31/2024 |
XLV | 3,077 | $455 | 03/31/2024 |
Parkside Advisors LLC | 3,055 | $451 | 03/31/2024 |
XLV | 3,055 | $451 | 03/31/2024 |
Kaydan Wealth Management Inc. | 3,056 | $451 | 03/31/2024 |
XLV | 3,056 | $451 | 03/31/2024 |
Montag A & Associates Inc. | 3,296 | $450 | 12/31/2023 |
XLV | 3,296 | $450 | 12/31/2023 |
Bank of New Hampshire | 3,030 | $448 | 03/31/2024 |
XLV | 3,030 | $448 | 03/31/2024 |
Thoroughbred Financial Services LLC | 3,290 | $448 | 12/31/2023 |
XLV | 3,290 | $448 | 12/31/2023 |
UMB Bank N A MO | 3,020 | $446 | 03/31/2024 |
XLV | 3,020 | $446 | 03/31/2024 |
Advisors Capital Management LLC | 3,253 | $444 | 12/31/2023 |
XLV | 3,253 | $444 | 12/31/2023 |
Cypress Capital LLC | 3,231 | $441 | 12/31/2023 |
XLV | 3,231 | $441 | 12/31/2023 |
Archetype Wealth Partners LLC | 3,208 | $438 | 12/31/2023 |
XLV | 3,208 | $438 | 12/31/2023 |
Novare Capital Management LLC | 3,183 | $434 | 12/31/2023 |
XLV | 3,183 | $434 | 12/31/2023 |
Bank of Hawaii | 3,173 | $433 | 12/31/2023 |
XLV | 3,173 | $433 | 12/31/2023 |
Gratus Capital LLC | 3,175 | $433 | 12/31/2023 |
XLV | 3,175 | $433 | 12/31/2023 |
Aprio Wealth Management LLC | 2,924 | $432 | 03/31/2024 |
XLV | 2,924 | $432 | 03/31/2024 |
Wealth Alliance | 3,156 | $430 | 12/31/2023 |
XLV | 3,156 | $430 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 2,907 | $429 | 03/31/2024 |
XLV | 2,907 | $429 | 03/31/2024 |
Fiduciary Trust Co. | 3,140 | $428 | 12/31/2023 |
XLV | 3,140 | $428 | 12/31/2023 |
Exchange Capital Management Inc. | 2,880 | $425 | 03/31/2024 |
XLV | 2,880 | $425 | 03/31/2024 |
DDD Partners LLC | 3,116 | $425 | 12/31/2023 |
XLV | 3,116 | $425 | 12/31/2023 |
Etfidea LLC | 3,117 | $425 | 12/31/2023 |
XLV | 3,117 | $425 | 12/31/2023 |
Capital Analysts LLC | 3,089 | $421 | 12/31/2023 |
XLV | 3,089 | $421 | 12/31/2023 |
Sailer Financial LLC | 3,057 | $417 | 12/31/2023 |
XLV | 3,057 | $417 | 12/31/2023 |
Carson Advisory Inc. | 3,055 | $417 | 12/31/2023 |
XLV | 3,055 | $417 | 12/31/2023 |
Family Management Corp | 3,038 | $414 | 12/31/2023 |
XLV | 3,038 | $414 | 12/31/2023 |
JB Capital LLC | 3,039 | $414 | 12/31/2023 |
XLV | 3,039 | $414 | 12/31/2023 |
David R. Rahn & Associates Inc. | 2,795 | $413 | 03/31/2024 |
XLV | 2,795 | $413 | 03/31/2024 |
Imprint Wealth LLC | 2,987 | $412 | 12/31/2023 |
XLV | 2,987 | $412 | 12/31/2023 |
Affinity Capital Advisors LLC | 2,782 | $411 | 03/31/2024 |
XLV | 2,782 | $411 | 03/31/2024 |
Monticello Wealth Management LLC | 2,776 | $410 | 03/31/2024 |
XLV | 2,776 | $410 | 03/31/2024 |
Coldstream Capital Management Inc. | 3,009 | $410 | 12/31/2023 |
XLV | 3,009 | $410 | 12/31/2023 |
CVA Family Office LLC | 2,759 | $408 | 03/31/2024 |
XLV | 2,759 | $408 | 03/31/2024 |
Saxon Interests Inc. | 2,762 | $408 | 03/31/2024 |
XLV | 2,762 | $408 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 2,987 | $407 | 12/31/2023 |
XLV | 2,987 | $407 | 12/31/2023 |
Spears Abacus Advisors LLC | 2,983 | $407 | 12/31/2023 |
XLV | 2,983 | $407 | 12/31/2023 |
Warren Averett Asset Management LLC | 2,986 | $407 | 12/31/2023 |
XLV | 2,986 | $407 | 12/31/2023 |
Sheets Smith Wealth Management | 2,978 | $406 | 12/31/2023 |
XLV | 2,978 | $406 | 12/31/2023 |
RSM US Wealth Management LLC | 2,978 | $406 | 12/31/2023 |
XLV | 2,978 | $406 | 12/31/2023 |
Elm Partners Management LLC | 2,961 | $404 | 12/31/2023 |
XLV | 2,961 | $404 | 12/31/2023 |
Private Wealth Group LLC | 2,724 | $402 | 03/31/2024 |
XLV | 2,724 | $402 | 03/31/2024 |
First PREMIER Bank | 2,715 | $402 | 03/31/2024 |
XLV | 2,715 | $402 | 03/31/2024 |
Paragon Financial Partners Inc. | 2,721 | $402 | 03/31/2024 |
XLV | 2,721 | $402 | 03/31/2024 |
Acorn Financial Advisory Services Inc. ADV | 2,899 | $398 | 12/31/2023 |
XLV | 2,899 | $398 | 12/31/2023 |
Carr Financial Group Corp | 2,683 | $396 | 03/31/2024 |
XLV | 2,683 | $396 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 2,905 | $396 | 12/31/2023 |
XLV | 2,905 | $396 | 12/31/2023 |
TNF LLC | 2,805 | $395 | 03/31/2024 |
XLV | 2,805 | $395 | 03/31/2024 |
Continuum Wealth Advisors LLC | 2,898 | $395 | 12/31/2023 |
XLV | 2,898 | $395 | 12/31/2023 |
City Holding Co. | 2,660 | $393 | 03/31/2024 |
XLV | 2,660 | $393 | 03/31/2024 |
Colonial Trust Advisors | 2,871 | $392 | 12/31/2023 |
XLV | 2,871 | $392 | 12/31/2023 |
Comprehensive Financial Consultants Institutional Inc. | 2,871 | $392 | 12/31/2023 |
XLV | 2,871 | $392 | 12/31/2023 |
Compagnie Lombard Odier SCmA | 2,865 | $391 | 12/31/2023 |
XLV | 2,865 | $391 | 12/31/2023 |
Kowal Investment Group LLC | 2,640 | $390 | 03/31/2024 |
XLV | 2,640 | $390 | 03/31/2024 |
360 Financial Inc. | 2,859 | $390 | 12/31/2023 |
XLV | 2,859 | $390 | 12/31/2023 |
NovaPoint Capital LLC | 2,635 | $389 | 03/31/2024 |
XLV | 2,635 | $389 | 03/31/2024 |
Baker Tilly Financial LLC | 2,852 | $389 | 12/31/2023 |
XLV | 2,852 | $389 | 12/31/2023 |
Relyea Zuckerberg Hanson LLC | 2,625 | $388 | 03/31/2024 |
XLV | 2,625 | $388 | 03/31/2024 |
Putnam FL Investment Management Co. | 2,827 | $386 | 12/31/2023 |
XLV | 2,827 | $386 | 12/31/2023 |
Core Wealth Partners LLC | 2,606 | $385 | 03/31/2024 |
XLV | 2,606 | $385 | 03/31/2024 |
Private Wealth Partners LLC | 2,824 | $385 | 12/31/2023 |
XLV | 2,824 | $385 | 12/31/2023 |
Modera Wealth Management LLC | 2,822 | $385 | 12/31/2023 |
XLV | 2,822 | $385 | 12/31/2023 |
LexAurum Advisors LLC | 2,592 | $383 | 03/31/2024 |
XLV | 2,592 | $383 | 03/31/2024 |
Fortis Advisors LLC | 2,803 | $382 | 12/31/2023 |
XLV | 2,803 | $382 | 12/31/2023 |
Scissortail Wealth Management LLC | 2,721 | $382 | 12/31/2023 |
XLV | 2,721 | $382 | 12/31/2023 |
Forum Financial Management LP | 2,802 | $382 | 12/31/2023 |
XLV | 2,802 | $382 | 12/31/2023 |
Belmont Capital LLC | 2,797 | $381 | 12/31/2023 |
XLV | 2,797 | $381 | 12/31/2023 |
Keeler Thomas Management LLC | 2,785 | $380 | 12/31/2023 |
XLV | 2,785 | $380 | 12/31/2023 |
Calamos Wealth Management LLC | 2,782 | $379 | 12/31/2023 |
XLV | 2,782 | $379 | 12/31/2023 |
Smith & Howard Wealth Management LLC | 2,541 | $375 | 03/31/2024 |
XLV | 2,541 | $375 | 03/31/2024 |
Alta Wealth Advisors LLC | 2,751 | $375 | 12/31/2023 |
XLV | 2,751 | $375 | 12/31/2023 |
Peoples Bank KS | 2,524 | $373 | 03/31/2024 |
XLV | 2,524 | $373 | 03/31/2024 |
Texas Permanent School Fund | 2,738 | $373 | 12/31/2023 |
XLV | 2,738 | $373 | 12/31/2023 |
Platform Technology Partners | 2,585 | $373 | 12/31/2023 |
XLV | 2,585 | $373 | 12/31/2023 |
JT Stratford LLC | 2,718 | $371 | 12/31/2023 |
XLV | 2,718 | $371 | 12/31/2023 |
Vivaldi Capital Management LLC | 2,583 | $369 | 12/31/2023 |
XLV | 2,583 | $369 | 12/31/2023 |
Curtis Advisory Group LLC | 2,694 | $367 | 12/31/2023 |
XLV | 2,694 | $367 | 12/31/2023 |
NCM Capital Management LLC | 2,683 | $366 | 12/31/2023 |
XLV | 2,683 | $366 | 12/31/2023 |
Beacon Bridge Wealth Partners LLC | 2,687 | $366 | 12/31/2023 |
XLV | 2,687 | $366 | 12/31/2023 |
Trust Co. of Oklahoma | 2,454 | $363 | 03/31/2024 |
XLV | 2,454 | $363 | 03/31/2024 |
Fulton Breakefield Broenniman LLC | 2,651 | $362 | 12/31/2023 |
XLV | 2,651 | $362 | 12/31/2023 |
Williams Jones Wealth Management LLC. | 2,658 | $362 | 12/31/2023 |
XLV | 2,658 | $362 | 12/31/2023 |
Whitener Capital Management Inc. | 2,432 | $359 | 03/31/2024 |
XLV | 2,432 | $359 | 03/31/2024 |
Kohmann Bosshard Financial Services LLC | 2,400 | $355 | 03/31/2024 |
XLV | 2,400 | $355 | 03/31/2024 |
Signature Securities Group Corporation | 2,398 | $354 | 03/31/2024 |
XLV | 2,398 | $354 | 03/31/2024 |
Midland Wealth Advisors LLC | 2,585 | $353 | 12/31/2023 |
XLV | 2,585 | $353 | 12/31/2023 |
Tyche Wealth Partners LLC | 2,379 | $352 | 03/31/2024 |
XLV | 2,379 | $352 | 03/31/2024 |
Summit X LLC | 2,583 | $352 | 12/31/2023 |
XLV | 2,583 | $352 | 12/31/2023 |
Swmg LLC | 2,582 | $352 | 12/31/2023 |
XLV | 2,582 | $352 | 12/31/2023 |
Capital CS Group LLC | 2,362 | $349 | 03/31/2024 |
XLV | 2,362 | $349 | 03/31/2024 |
Empirical Asset Management LLC | 2,534 | $346 | 12/31/2023 |
XLV | 2,534 | $346 | 12/31/2023 |
Strategies Wealth Advisors LLC | 2,330 | $344 | 03/31/2024 |
XLV | 2,330 | $344 | 03/31/2024 |
Raab & Moskowitz Asset Management LLC | 2,488 | $339 | 12/31/2023 |
XLV | 2,488 | $339 | 12/31/2023 |
Empire Financial Management Company LLC | 2,486 | $339 | 12/31/2023 |
XLV | 2,486 | $339 | 12/31/2023 |
Gilman Hill Asset Management LLC | 2,280 | $337 | 03/31/2024 |
XLV | 2,280 | $337 | 03/31/2024 |
Precedent Wealth Partners LLC | 2,277 | $336 | 03/31/2024 |
XLV | 2,277 | $336 | 03/31/2024 |
Southland Equity Partners LLC | 2,266 | $335 | 03/31/2024 |
XLV | 2,266 | $335 | 03/31/2024 |
Fortem Financial Group LLC | 2,459 | $335 | 12/31/2023 |
XLV | 2,459 | $335 | 12/31/2023 |
Doliver Advisors LP | 2,260 | $334 | 03/31/2024 |
XLV | 2,260 | $334 | 03/31/2024 |
Addison Advisors LLC | 2,447 | $334 | 12/31/2023 |
XLV | 2,447 | $334 | 12/31/2023 |
C2C Wealth Management LLC | 2,438 | $332 | 12/31/2023 |
XLV | 2,438 | $332 | 12/31/2023 |
Intrepid Capital Management Inc. | 2,425 | $331 | 12/31/2023 |
XLV | 2,425 | $331 | 12/31/2023 |
Nemes Rush Group LLC | 2,418 | $330 | 12/31/2023 |
XLV | 2,418 | $330 | 12/31/2023 |
Peoples Financial Services CORP. | 2,224 | $329 | 03/31/2024 |
XLV | 2,224 | $329 | 03/31/2024 |
Rebalance LLC | 2,230 | $329 | 03/31/2024 |
XLV | 2,230 | $329 | 03/31/2024 |
REDW Wealth LLC | 2,412 | $329 | 12/31/2023 |
XLV | 2,412 | $329 | 12/31/2023 |
Fifth Third Wealth Advisors LLC | 2,219 | $328 | 03/31/2024 |
XLV | 2,219 | $328 | 03/31/2024 |
Prudential PLC | 2,398 | $327 | 12/31/2023 |
XLV | 2,398 | $327 | 12/31/2023 |
SeaCrest Wealth Management LLC | 2,209 | $326 | 03/31/2024 |
XLV | 2,209 | $326 | 03/31/2024 |
Cozad Asset Management Inc. | 2,388 | $326 | 12/31/2023 |
XLV | 2,388 | $326 | 12/31/2023 |
RWM Asset Management LLC | 2,179 | $322 | 03/31/2024 |
XLV | 2,179 | $322 | 03/31/2024 |
Charter Oak Capital Management LLC | 2,171 | $321 | 03/31/2024 |
XLV | 2,171 | $321 | 03/31/2024 |
Ethos Financial Group LLC | 2,355 | $321 | 12/31/2023 |
XLV | 2,355 | $321 | 12/31/2023 |
Kraematon Investment Advisors Inc. | 2,338 | $319 | 12/31/2023 |
XLV | 2,338 | $319 | 12/31/2023 |
Titleist Asset Management LLC | 2,340 | $319 | 12/31/2023 |
XLV | 2,340 | $319 | 12/31/2023 |
Carret Asset Management LLC | 2,153 | $318 | 03/31/2024 |
XLV | 2,153 | $318 | 03/31/2024 |
Icon Wealth Advisors LLC | 2,333 | $318 | 12/31/2023 |
XLV | 2,333 | $318 | 12/31/2023 |
SNS Financial Group LLC | 2,146 | $317 | 03/31/2024 |
XLV | 2,146 | $317 | 03/31/2024 |
Betterment LLC | 2,321 | $317 | 12/31/2023 |
XLV | 2,321 | $317 | 12/31/2023 |
Aspen Investment Management Inc | 2,138 | $316 | 03/31/2024 |
XLV | 2,138 | $316 | 03/31/2024 |
Arlington Capital Management Inc. | 2,142 | $316 | 03/31/2024 |
XLV | 2,142 | $316 | 03/31/2024 |
Paragon Capital Management Ltd | 2,123 | $314 | 03/31/2024 |
XLV | 2,123 | $314 | 03/31/2024 |
Patriot Investment Management Inc. | 2,107 | $311 | 03/31/2024 |
XLV | 2,107 | $311 | 03/31/2024 |
Patrick M Sweeney & Associates Inc. | 2,105 | $311 | 03/31/2024 |
XLV | 2,105 | $311 | 03/31/2024 |
WealthTrust Asset Management LLC | 2,278 | $311 | 12/31/2023 |
XLV | 2,278 | $311 | 12/31/2023 |
Welch Group LLC | 2,098 | $310 | 03/31/2024 |
XLV | 2,098 | $310 | 03/31/2024 |
Tennessee Valley Asset Management Partners | 2,098 | $310 | 03/31/2024 |
XLV | 2,098 | $310 | 03/31/2024 |
Fountainhead AM LLC | 2,272 | $310 | 12/31/2023 |
XLV | 2,272 | $310 | 12/31/2023 |
Collective Family Office LLC | 2,075 | $307 | 03/31/2024 |
XLV | 2,075 | $307 | 03/31/2024 |
RMB Capital Management LLC | 2,243 | $306 | 12/31/2023 |
XLV | 2,243 | $306 | 12/31/2023 |
Fortis Capital Advisors LLC | 2,238 | $305 | 12/31/2023 |
XLV | 2,238 | $305 | 12/31/2023 |
Vigilare Wealth Management | 2,055 | $304 | 03/31/2024 |
XLV | 2,055 | $304 | 03/31/2024 |
Key Financial Inc | 2,215 | $302 | 12/31/2023 |
XLV | 2,215 | $302 | 12/31/2023 |
Choice Wealth Advisors LLC | 2,035 | $301 | 03/31/2024 |
XLV | 2,035 | $301 | 03/31/2024 |
Crown Wealth Group LLC | 2,201 | $300 | 12/31/2023 |
XLV | 2,201 | $300 | 12/31/2023 |
Richwood Investment Advisors LLC | 2,195 | $299 | 12/31/2023 |
XLV | 2,195 | $299 | 12/31/2023 |
Dumont & Blake Investment Advisors LLC | 2,018 | $298 | 03/31/2024 |
XLV | 2,018 | $298 | 03/31/2024 |
Iowa State Bank | 2,000 | $295 | 03/31/2024 |
XLV | 2,000 | $295 | 03/31/2024 |
Sebold Capital Management Inc. | 1,990 | $294 | 03/31/2024 |
XLV | 1,990 | $294 | 03/31/2024 |
Romano Brothers AND Company | 1,983 | $293 | 03/31/2024 |
XLV | 1,983 | $293 | 03/31/2024 |
Secure Asset Management LLC | 2,147 | $293 | 12/31/2023 |
XLV | 2,147 | $293 | 12/31/2023 |
Howe & Rusling Inc. | 2,141 | $292 | 12/31/2023 |
XLV | 2,141 | $292 | 12/31/2023 |
Successful Portfolios LLC | 1,967 | $291 | 03/31/2024 |
XLV | 1,967 | $291 | 03/31/2024 |
Seelaus Asset Management LLC | 2,131 | $291 | 12/31/2023 |
XLV | 2,131 | $291 | 12/31/2023 |
Penobscot Wealth Management | 2,135 | $291 | 12/31/2023 |
XLV | 2,135 | $291 | 12/31/2023 |
Fulcrum Equity Management | 1,963 | $290 | 03/31/2024 |
XLV | 1,963 | $290 | 03/31/2024 |
Aveo Capital Partners LLC | 2,126 | $290 | 12/31/2023 |
XLV | 2,126 | $290 | 12/31/2023 |
Maltin Wealth Management Inc. | 1,959 | $289 | 03/31/2024 |
XLV | 1,959 | $289 | 03/31/2024 |
Capital Advisors Wealth Management LLC | 1,956 | $289 | 03/31/2024 |
XLV | 1,956 | $289 | 03/31/2024 |
Alpine Woods Capital Investors LLC | 2,120 | $289 | 12/31/2023 |
XLV | 2,120 | $289 | 12/31/2023 |
Larson Financial Group LLC | 2,111 | $288 | 12/31/2023 |
XLV | 2,111 | $288 | 12/31/2023 |
Acorn Wealth Advisors LLC | 1,936 | $286 | 03/31/2024 |
XLV | 1,936 | $286 | 03/31/2024 |
DAGCO Inc. | 2,093 | $285 | 12/31/2023 |
XLV | 2,093 | $285 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 2,093 | $285 | 12/31/2023 |
XLV | 2,093 | $285 | 12/31/2023 |
JJJ Advisors Inc. | 1,921 | $284 | 03/31/2024 |
XLV | 1,921 | $284 | 03/31/2024 |
Sandhill Capital Partners LLC | 2,081 | $284 | 12/31/2023 |
XLV | 2,081 | $284 | 12/31/2023 |
Eudaimonia Advisors LLC | 1,917 | $283 | 03/31/2024 |
XLV | 1,917 | $283 | 03/31/2024 |
HWG Holdings LP | 2,065 | $282 | 12/31/2023 |
XLV | 2,065 | $282 | 12/31/2023 |
Castle Rock Wealth Management LLC | 2,020 | $281 | 12/31/2023 |
XLV | 2,020 | $281 | 12/31/2023 |
STAR Financial Bank | 2,060 | $281 | 12/31/2023 |
XLV | 2,060 | $281 | 12/31/2023 |
Traynor Capital Management Inc. | 1,897 | $280 | 03/31/2024 |
XLV | 1,897 | $280 | 03/31/2024 |
First American Trust FSB | 2,049 | $279 | 12/31/2023 |
XLV | 2,049 | $279 | 12/31/2023 |
Bragg Financial Advisors Inc | 2,041 | $278 | 12/31/2023 |
XLV | 2,041 | $278 | 12/31/2023 |
Heartland Advisors Inc. | 2,029 | $277 | 12/31/2023 |
XLV | 2,029 | $277 | 12/31/2023 |
ELCO Management Co. LLC | 2,025 | $276 | 12/31/2023 |
XLV | 2,025 | $276 | 12/31/2023 |
JNBA Financial Advisors | 1,857 | $274 | 03/31/2024 |
XLV | 1,857 | $274 | 03/31/2024 |
WNY Asset Management LLC | 2,007 | $274 | 12/31/2023 |
XLV | 2,007 | $274 | 12/31/2023 |
Total Clarity Wealth Management Inc. | 1,846 | $273 | 03/31/2024 |
XLV | 1,846 | $273 | 03/31/2024 |
Select Asset Management & Trust | 2,000 | $273 | 12/31/2023 |
XLV | 2,000 | $273 | 12/31/2023 |
Golden State Equity Partners | 2,005 | $273 | 12/31/2023 |
XLV | 2,005 | $273 | 12/31/2023 |
Warther Private Wealth LLC | 2,000 | $273 | 12/31/2023 |
XLV | 2,000 | $273 | 12/31/2023 |
Invst LLC | 1,890 | $272 | 12/31/2023 |
XLV | 1,890 | $272 | 12/31/2023 |
Allie Family Office LLC | 1,997 | $272 | 12/31/2023 |
XLV | 1,997 | $272 | 12/31/2023 |
JPL Wealth Management LLC | 1,990 | $271 | 12/31/2023 |
XLV | 1,990 | $271 | 12/31/2023 |
PBMares Wealth Management LLC | 1,972 | $269 | 12/31/2023 |
XLV | 1,972 | $269 | 12/31/2023 |
Cahaba Wealth Management Inc. | 1,810 | $267 | 03/31/2024 |
XLV | 1,810 | $267 | 03/31/2024 |
BancorpSouth Bank | 1,956 | $267 | 12/31/2023 |
XLV | 1,956 | $267 | 12/31/2023 |
HCR Wealth Advisors | 1,953 | $266 | 12/31/2023 |
XLV | 1,953 | $266 | 12/31/2023 |
Bollard Group LLC | 1,935 | $264 | 12/31/2023 |
XLV | 1,935 | $264 | 12/31/2023 |
Family Firm Inc. | 1,932 | $264 | 12/31/2023 |
XLV | 1,932 | $264 | 12/31/2023 |
Waratah Capital Advisors Ltd. | 1,930 | $263 | 12/31/2023 |
XLV | 1,930 | $263 | 12/31/2023 |
Amplius Wealth Advisors LLC | 1,776 | $262 | 03/31/2024 |
XLV | 1,776 | $262 | 03/31/2024 |
Ancora Advisors LLC | 1,915 | $261 | 12/31/2023 |
XLV | 1,915 | $261 | 12/31/2023 |
Veriti Management LLC | 1,760 | $260 | 03/31/2024 |
XLV | 1,760 | $260 | 03/31/2024 |
North Star Investment Management Corp. | 1,906 | $260 | 12/31/2023 |
XLV | 1,906 | $260 | 12/31/2023 |
All Terrain Financial Advisors LLC | 1,898 | $259 | 12/31/2023 |
XLV | 1,898 | $259 | 12/31/2023 |
Osborne Partners Capital Management LLC | 1,745 | $258 | 03/31/2024 |
XLV | 1,745 | $258 | 03/31/2024 |
N.E.W. Advisory Services LLC | 1,747 | $258 | 03/31/2024 |
XLV | 1,747 | $258 | 03/31/2024 |
Shulman DeMeo Asset Management LLC | 1,739 | $257 | 03/31/2024 |
XLV | 1,739 | $257 | 03/31/2024 |
Sovereign Financial Group Inc. | 1,743 | $257 | 03/31/2024 |
XLV | 1,743 | $257 | 03/31/2024 |
Coastwise Capital Group LLC | 1,881 | $257 | 12/31/2023 |
XLV | 1,881 | $257 | 12/31/2023 |
StrongBox Wealth LLC | 1,880 | $256 | 03/31/2024 |
XLV | 1,880 | $256 | 03/31/2024 |
First Long Island Investors LLC | 1,880 | $256 | 12/31/2023 |
XLV | 1,880 | $256 | 12/31/2023 |
Garden State Investment Advisory Services LLC | 1,877 | $256 | 12/31/2023 |
XLV | 1,877 | $256 | 12/31/2023 |
First Commonwealth Financial Corp PA | 1,871 | $255 | 12/31/2023 |
XLV | 1,871 | $255 | 12/31/2023 |
WealthTrust Axiom LLC | 1,872 | $255 | 12/31/2023 |
XLV | 1,872 | $255 | 12/31/2023 |
Garde Capital Inc. | 1,870 | $255 | 12/31/2023 |
XLV | 1,870 | $255 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 1,721 | $254 | 03/31/2024 |
XLV | 1,721 | $254 | 03/31/2024 |
CWA Asset Management Group LLC | 1,860 | $254 | 12/31/2023 |
XLV | 1,860 | $254 | 12/31/2023 |
MCF Advisors LLC | 1,713 | $253 | 03/31/2024 |
XLV | 1,713 | $253 | 03/31/2024 |
Resolute Wealth Strategies LLC | 1,853 | $253 | 12/31/2023 |
XLV | 1,853 | $253 | 12/31/2023 |
Pacifica Partners Inc. | 1,740 | $252 | 03/31/2024 |
XLV | 1,740 | $252 | 03/31/2024 |
Hexagon Capital Partners LLC | 1,704 | $252 | 03/31/2024 |
XLV | 1,704 | $252 | 03/31/2024 |
NorthRock Partners LLC | 1,845 | $252 | 12/31/2023 |
XLV | 1,845 | $252 | 12/31/2023 |
White Lighthouse Investment Management Inc. | 1,850 | $252 | 12/31/2023 |
XLV | 1,850 | $252 | 12/31/2023 |
Lowe Brockenbrough & Co. Inc. | 1,825 | $249 | 12/31/2023 |
XLV | 1,825 | $249 | 12/31/2023 |
GM Advisory Group Inc. | 1,828 | $249 | 12/31/2023 |
XLV | 1,828 | $249 | 12/31/2023 |
Chicago Capital LLC | 1,676 | $248 | 03/31/2024 |
XLV | 1,676 | $248 | 03/31/2024 |
Weaver Consulting Group | 1,672 | $247 | 03/31/2024 |
XLV | 1,672 | $247 | 03/31/2024 |
Fragasso Group Inc. | 1,658 | $245 | 03/31/2024 |
XLV | 1,658 | $245 | 03/31/2024 |
Wellington Shields Capital Management LLC | 1,789 | $244 | 12/31/2023 |
XLV | 1,789 | $244 | 12/31/2023 |
IPG Investment Advisors LLC | 1,790 | $244 | 12/31/2023 |
XLV | 1,790 | $244 | 12/31/2023 |
Wambolt & Associates LLC | 1,788 | $244 | 12/31/2023 |
XLV | 1,788 | $244 | 12/31/2023 |
Guyasuta Investment Advisors Inc. | 1,782 | $243 | 03/31/2024 |
XLV | 1,782 | $243 | 03/31/2024 |
Carmichael Hill & Associates Inc. | $243 | 03/31/2024 | |
XLV | 1,347 | $199 | 03/31/2024 |
Call | 300 | $44 | 03/31/2024 |
Loudon Investment Management LLC | 1,866 | $240 | 12/31/2023 |
XLV | 1,866 | $240 | 12/31/2023 |
Davidson Trust Co. | 1,756 | $239 | 12/31/2023 |
XLV | 1,756 | $239 | 12/31/2023 |
Cornerstone Advisory LLC | 1,756 | $239 | 12/31/2023 |
XLV | 1,756 | $239 | 12/31/2023 |
TL Private Wealth | 1,661 | $238 | 03/31/2024 |
XLV | 1,661 | $238 | 03/31/2024 |
Rockbridge Investment Management LCC | 1,746 | $238 | 12/31/2023 |
XLV | 1,746 | $238 | 12/31/2023 |
Obsidian Personal Planning Solutions LLC | 1,737 | $237 | 12/31/2023 |
XLV | 1,737 | $237 | 12/31/2023 |
Clifford Group LLC | 1,736 | $237 | 12/31/2023 |
XLV | 1,736 | $237 | 12/31/2023 |
Wealth Effects LLC | 1,596 | $236 | 03/31/2024 |
XLV | 1,596 | $236 | 03/31/2024 |
Autumn Glory Partners LLC | 1,710 | $235 | 12/31/2023 |
XLV | 1,710 | $235 | 12/31/2023 |
Cape Cod Five Cents Savings Bank | 1,713 | $234 | 12/31/2023 |
XLV | 1,713 | $234 | 12/31/2023 |
Evergreen Capital Management LLC | 1,719 | $234 | 12/31/2023 |
XLV | 1,719 | $234 | 12/31/2023 |
King Luther Capital Management Corp | 1,703 | $232 | 12/31/2023 |
XLV | 1,703 | $232 | 12/31/2023 |
First Command Advisory Services Inc. | 1,686 | $230 | 12/31/2023 |
XLV | 1,686 | $230 | 12/31/2023 |
Summit Place Financial Advisors LLC | 1,684 | $230 | 12/31/2023 |
XLV | 1,684 | $230 | 12/31/2023 |
Altus Wealth Group LLC | 1,685 | $230 | 12/31/2023 |
XLV | 1,685 | $230 | 12/31/2023 |
Gold Investment Management Ltd. | 1,677 | $229 | 12/31/2023 |
XLV | 1,677 | $229 | 12/31/2023 |
Wealth Architects LLC | 1,669 | $228 | 12/31/2023 |
XLV | 1,669 | $228 | 12/31/2023 |
Schwarz Dygos Wheeler Investment Advisors LLC | 1,670 | $228 | 12/31/2023 |
XLV | 1,670 | $228 | 12/31/2023 |
Citizens Financial Group Inc RI | 1,665 | $227 | 12/31/2023 |
XLV | 1,665 | $227 | 12/31/2023 |
Gallacher Capital Management LLC | 1,661 | $227 | 12/31/2023 |
XLV | 1,661 | $227 | 12/31/2023 |
Pekin Hardy Strauss Inc. | 1,657 | $226 | 12/31/2023 |
XLV | 1,657 | $226 | 12/31/2023 |
First National Bank & Trust Co. of Newtown | 1,658 | $226 | 12/31/2023 |
XLV | 1,658 | $226 | 12/31/2023 |
Braun Bostich & Associates Inc. | 1,656 | $226 | 12/31/2023 |
XLV | 1,656 | $226 | 12/31/2023 |
Black Diamond Financial LLC | 1,658 | $226 | 12/31/2023 |
XLV | 1,658 | $226 | 12/31/2023 |
Continuum Advisory LLC | 1,656 | $226 | 12/31/2023 |
XLV | 1,656 | $226 | 12/31/2023 |
Syntegra Private Wealth Group LLC | 1,653 | $225 | 12/31/2023 |
XLV | 1,653 | $225 | 12/31/2023 |
Gray Private Wealth LLC | 1,516 | $224 | 03/31/2024 |
XLV | 1,516 | $224 | 03/31/2024 |
Peregrine Asset Advisers Inc. | 1,643 | $224 | 12/31/2023 |
XLV | 1,643 | $224 | 12/31/2023 |
Breakwater Capital Group | 1,509 | $223 | 03/31/2024 |
XLV | 1,509 | $223 | 03/31/2024 |
Principal Street Partners LLC | 1,635 | $223 | 12/31/2023 |
XLV | 1,635 | $223 | 12/31/2023 |
Wealth Dimensions Group Ltd. | 1,633 | $223 | 12/31/2023 |
XLV | 1,633 | $223 | 12/31/2023 |
TriaGen Wealth Management LLC | 1,505 | $222 | 03/31/2024 |
XLV | 1,505 | $222 | 03/31/2024 |
CIC Wealth LLC | 1,500 | $222 | 03/31/2024 |
XLV | 1,500 | $222 | 03/31/2024 |
Pacific Wealth Strategies Group Inc. | 1,626 | $222 | 12/31/2023 |
XLV | 1,626 | $222 | 12/31/2023 |
Auxano Advisors LLC | 1,626 | $222 | 12/31/2023 |
XLV | 1,626 | $222 | 12/31/2023 |
Alerus Financial NA | 1,617 | $221 | 12/31/2023 |
XLV | 1,617 | $221 | 12/31/2023 |
Tranquility Partners LLC | 1,614 | $220 | 12/31/2023 |
XLV | 1,614 | $220 | 12/31/2023 |
Rappaport Reiches Capital Management LLC | 1,485 | $219 | 03/31/2024 |
XLV | 1,485 | $219 | 03/31/2024 |
Texas Yale Capital Corp. | 1,605 | $219 | 12/31/2023 |
XLV | 1,605 | $219 | 12/31/2023 |
Charles Schwab Trust Co | 1,474 | $218 | 03/31/2024 |
XLV | 1,474 | $218 | 03/31/2024 |
Edgemoor Investment Advisors Inc. | 1,600 | $218 | 12/31/2023 |
XLV | 1,600 | $218 | 12/31/2023 |
Webster Bank N. A. | 1,469 | $217 | 03/31/2024 |
XLV | 1,469 | $217 | 03/31/2024 |
First National Bank of Mount Dora Trust Investment Services | 1,469 | $217 | 03/31/2024 |
XLV | 1,469 | $217 | 03/31/2024 |
Kessler Investment Group LLC | 1,470 | $217 | 03/31/2024 |
XLV | 1,470 | $217 | 03/31/2024 |
GSB Wealth Management LLC | 1,590 | $217 | 12/31/2023 |
XLV | 1,590 | $217 | 12/31/2023 |
United Community Bank | 1,591 | $217 | 12/31/2023 |
XLV | 1,591 | $217 | 12/31/2023 |
Farmers Trust Co. | 1,460 | $216 | 03/31/2024 |
XLV | 1,460 | $216 | 03/31/2024 |
Samalin Investment Counsel LLC | 1,582 | $216 | 12/31/2023 |
XLV | 1,582 | $216 | 12/31/2023 |
Eldridge Investment Advisors Inc. | 1,585 | $216 | 12/31/2023 |
XLV | 1,585 | $216 | 12/31/2023 |
Luts & Greenleigh Group Inc. | 1,581 | $216 | 12/31/2023 |
XLV | 1,581 | $216 | 12/31/2023 |
Y.D. More Investments Ltd | 1,575 | $215 | 12/31/2023 |
XLV | 1,575 | $215 | 12/31/2023 |
Colonial Trust Co SC | 1,577 | $215 | 12/31/2023 |
XLV | 1,577 | $215 | 12/31/2023 |
MinichMacGregor Wealth Management LLC | 1,444 | $212 | 03/31/2024 |
XLV | 1,444 | $212 | 03/31/2024 |
First Foundation Advisors | 1,552 | $212 | 12/31/2023 |
XLV | 1,552 | $212 | 12/31/2023 |
180 Wealth Advisors LLC | 1,424 | $210 | 03/31/2024 |
XLV | 1,424 | $210 | 03/31/2024 |
Accel Wealth Management | 1,424 | $210 | 03/31/2024 |
XLV | 1,424 | $210 | 03/31/2024 |
Coyle Financial Counsel LLC | 1,539 | $210 | 12/31/2023 |
XLV | 1,539 | $210 | 12/31/2023 |
Galvin Gaustad & Stein LLC | 1,412 | $209 | 03/31/2024 |
XLV | 1,412 | $209 | 03/31/2024 |
Transcendent Capital Group LLC | 1,524 | $208 | 03/31/2024 |
XLV | 1,524 | $208 | 03/31/2024 |
Miramar Capital LLC | 1,528 | $208 | 12/31/2023 |
XLV | 1,528 | $208 | 12/31/2023 |
Trueblood Wealth Management LLC | 1,399 | $207 | 03/31/2024 |
XLV | 1,399 | $207 | 03/31/2024 |
Telemus Capital LLC | 1,515 | $207 | 12/31/2023 |
XLV | 1,515 | $207 | 12/31/2023 |
1ST Source Bank | 1,510 | $206 | 12/31/2023 |
XLV | 1,510 | $206 | 12/31/2023 |
Community Financial Services Group LLC | 1,385 | $205 | 03/31/2024 |
XLV | 1,385 | $205 | 03/31/2024 |
Honkamp Krueger Financial Services Inc. | 1,506 | $205 | 12/31/2023 |
XLV | 1,506 | $205 | 12/31/2023 |
Monetary Management Group Inc. | 1,500 | $205 | 12/31/2023 |
XLV | 1,500 | $205 | 12/31/2023 |
Capstone Financial Advisors Inc. | 1,505 | $205 | 12/31/2023 |
XLV | 1,505 | $205 | 12/31/2023 |
Beacon Financial Advisory LLC | 1,503 | $205 | 12/31/2023 |
XLV | 1,503 | $205 | 12/31/2023 |
Darden Wealth Group Inc | 1,507 | $205 | 12/31/2023 |
XLV | 1,507 | $205 | 12/31/2023 |
Gainplan LLC | 1,382 | $204 | 03/31/2024 |
XLV | 1,382 | $204 | 03/31/2024 |
Plante Moran Financial Advisors LLC | 1,498 | $204 | 12/31/2023 |
XLV | 1,498 | $204 | 12/31/2023 |
MainStreet Investment Advisors LLC | 1,480 | $202 | 12/31/2023 |
XLV | 1,480 | $202 | 12/31/2023 |
Keystone Financial Services | 1,481 | $202 | 12/31/2023 |
XLV | 1,481 | $202 | 12/31/2023 |
Soundwatch Capital LLC | 1,477 | $201 | 12/31/2023 |
XLV | 1,477 | $201 | 12/31/2023 |
YHB Investment Advisors Inc. | 1,317 | $195 | 03/31/2024 |
XLV | 1,317 | $195 | 03/31/2024 |
Byrne Asset Management LLC | 1,311 | $194 | 03/31/2024 |
XLV | 1,311 | $194 | 03/31/2024 |
Smithfield Trust Co. | 1,430 | $194 | 12/31/2023 |
XLV | 1,430 | $194 | 12/31/2023 |
Pittenger & Anderson Inc. | 1,395 | $190 | 12/31/2023 |
XLV | 1,395 | $190 | 12/31/2023 |
SYM FINANCIAL Corp | 1,383 | $189 | 12/31/2023 |
XLV | 1,383 | $189 | 12/31/2023 |
Asset Dedication LLC | 1,269 | $188 | 03/31/2024 |
XLV | 1,269 | $188 | 03/31/2024 |
First United Bank Trust | 1,370 | $187 | 12/31/2023 |
XLV | 1,370 | $187 | 12/31/2023 |
Truvestments Capital LLC | 1,366 | $186 | 12/31/2023 |
XLV | 1,366 | $186 | 12/31/2023 |
Vestor Capital LLC | 1,357 | $185 | 12/31/2023 |
XLV | 1,357 | $185 | 12/31/2023 |
West Oak Capital LLC | 1,210 | $179 | 03/31/2024 |
XLV | 1,210 | $179 | 03/31/2024 |
Mather Group LLC. | 1,299 | $177 | 03/31/2024 |
XLV | 1,299 | $177 | 03/31/2024 |
Friedenthal Financial | 1,199 | $177 | 03/31/2024 |
XLV | 1,199 | $177 | 03/31/2024 |
Register Financial Advisors LLC | 1,199 | $177 | 03/31/2024 |
XLV | 1,199 | $177 | 03/31/2024 |
Milestone Investment Advisors LLC | 1,281 | $175 | 12/31/2023 |
XLV | 1,281 | $175 | 12/31/2023 |
ZRC Wealth Management LLC | 1,176 | $174 | 03/31/2024 |
XLV | 1,176 | $174 | 03/31/2024 |
First Manhattan Co. | 1,253 | $171 | 12/31/2023 |
XLV | 1,253 | $171 | 12/31/2023 |
Founders Financial Alliance LLC | 1,250 | $170 | 12/31/2023 |
XLV | 1,250 | $170 | 12/31/2023 |
Princeton Global Asset Management LLC | 1,222 | $167 | 12/31/2023 |
XLV | 1,222 | $167 | 12/31/2023 |
Albion Financial Group UT | 1,111 | $164 | 03/31/2024 |
XLV | 1,111 | $164 | 03/31/2024 |
Johnson Financial Group Inc. | 1,202 | $164 | 12/31/2023 |
XLV | 1,202 | $164 | 12/31/2023 |
TD Capital Management LLC | 1,180 | $161 | 12/31/2023 |
XLV | 1,180 | $161 | 12/31/2023 |
Global Trust Asset Management LLC | 1,055 | $156 | 03/31/2024 |
XLV | 1,055 | $156 | 03/31/2024 |
Hamilton Point Investment Advisors LLC | 1,128 | $154 | 12/31/2023 |
XLV | 1,128 | $154 | 12/31/2023 |
Tower View Investment Management & Research LLC | 1,124 | $153 | 12/31/2023 |
XLV | 1,124 | $153 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 1,090 | $148 | 12/31/2023 |
XLV | 1,090 | $148 | 12/31/2023 |
PSI Advisors LLC | 997 | $147 | 03/31/2024 |
XLV | 997 | $147 | 03/31/2024 |
Stelac Advisory Services LLC | 1,072 | $146 | 12/31/2023 |
XLV | 1,072 | $146 | 12/31/2023 |
Acropolis Investment Management LLC | 980 | $145 | 03/31/2024 |
XLV | 980 | $145 | 03/31/2024 |
Farmers & Merchants Investments Inc. | 972 | $144 | 03/31/2024 |
XLV | 972 | $144 | 03/31/2024 |
Quintet Private Bank Europe S.A. | 1,050 | $143 | 12/31/2023 |
XLV | 1,050 | $143 | 12/31/2023 |
Park Place Capital Corp | 937 | $138 | 03/31/2024 |
XLV | 937 | $138 | 03/31/2024 |
Mine & Arao Wealth Creation & Management LLC. | 1,000 | $136 | 12/31/2023 |
XLV | 1,000 | $136 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 914 | $125 | 12/31/2023 |
XLV | 914 | $125 | 12/31/2023 |
Long Island Wealth Management Inc. | 914 | $125 | 12/31/2023 |
XLV | 914 | $125 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 998 | $124 | 12/31/2023 |
XLV | 998 | $124 | 12/31/2023 |
Tucker Asset Management LLC | 889 | $121 | 12/31/2023 |
XLV | 889 | $121 | 12/31/2023 |
WealthShield Partners LLC | 879 | $120 | 12/31/2023 |
XLV | 879 | $120 | 12/31/2023 |
Provence Wealth Management Group | 870 | $119 | 12/31/2023 |
XLV | 870 | $119 | 12/31/2023 |
Indiana Trust & Investment Management CO | 799 | $118 | 03/31/2024 |
XLV | 799 | $118 | 03/31/2024 |
WFA Asset Management Corp | 798 | $118 | 03/31/2024 |
XLV | 798 | $118 | 03/31/2024 |
Cherry Tree Wealth Management LLC | 855 | $117 | 12/31/2023 |
XLV | 855 | $117 | 12/31/2023 |
Grove Bank & Trust | 853 | $116 | 12/31/2023 |
XLV | 853 | $116 | 12/31/2023 |
Costello Asset Management INC | 768 | $113 | 03/31/2024 |
XLV | 768 | $113 | 03/31/2024 |
Investors Research Corp | 829 | $113 | 12/31/2023 |
XLV | 829 | $113 | 12/31/2023 |
Stone House Investment Management LLC | 819 | $112 | 12/31/2023 |
XLV | 819 | $112 | 12/31/2023 |
Ulland Investment Advisors LLC | 750 | $111 | 03/31/2024 |
XLV | 750 | $111 | 03/31/2024 |
Spartan Planning & Wealth Management | 814 | $111 | 12/31/2023 |
XLV | 814 | $111 | 12/31/2023 |
Provident Wealth Management LLC | 742 | $110 | 03/31/2024 |
XLV | 742 | $110 | 03/31/2024 |
Oxford Financial Group Ltd. | 809 | $110 | 12/31/2023 |
XLV | 809 | $110 | 12/31/2023 |
Concord Wealth Partners | 797 | $109 | 12/31/2023 |
XLV | 797 | $109 | 12/31/2023 |
Beacon Capital Management LLC | 814 | $105 | 12/31/2023 |
XLV | 814 | $105 | 12/31/2023 |
Core Alternative Capital | 756 | $103 | 12/31/2023 |
XLV | 756 | $103 | 12/31/2023 |
Avion Wealth | 740 | $101 | 12/31/2023 |
XLV | 740 | $101 | 12/31/2023 |
Element Wealth LLC | 725 | $99 | 12/31/2023 |
XLV | 725 | $99 | 12/31/2023 |
Cornerstone Planning Group LLC | 715 | $98 | 12/31/2023 |
XLV | 715 | $98 | 12/31/2023 |
Tortoise Investment Management LLC | 710 | $97 | 12/31/2023 |
XLV | 710 | $97 | 12/31/2023 |
Tanglewood Legacy Advisors LLC | 641 | $95 | 03/31/2024 |
XLV | 641 | $95 | 03/31/2024 |
Financial Management Professionals Inc. | 636 | $94 | 03/31/2024 |
XLV | 636 | $94 | 03/31/2024 |
LFA Lugano Financial Advisors SA | 691 | $94 | 12/31/2023 |
XLV | 691 | $94 | 12/31/2023 |
Perkins Coie Trust Co | 627 | $93 | 03/31/2024 |
XLV | 627 | $93 | 03/31/2024 |
Ameritas Investment Partners Inc. | 650 | $89 | 12/31/2023 |
XLV | 650 | $89 | 12/31/2023 |
Northwest Capital Management Inc | 590 | $87 | 03/31/2024 |
XLV | 590 | $87 | 03/31/2024 |
Coppell Advisory Solutions LLC | 636 | $87 | 12/31/2023 |
XLV | 636 | $87 | 12/31/2023 |
New Republic Capital LLC | 637 | $87 | 12/31/2023 |
XLV | 637 | $87 | 12/31/2023 |
Pinnacle Holdings LLC | 627 | $86 | 12/31/2023 |
XLV | 627 | $86 | 12/31/2023 |
Archer Investment Corp | 633 | $86 | 12/31/2023 |
XLV | 633 | $86 | 12/31/2023 |
Union Savings Bank | 600 | $82 | 12/31/2023 |
XLV | 600 | $82 | 12/31/2023 |
Barrett & Company Inc. | 523 | $77 | 03/31/2024 |
XLV | 523 | $77 | 03/31/2024 |
Optimum Investment Advisors | 521 | $77 | 03/31/2024 |
XLV | 521 | $77 | 03/31/2024 |
GAMMA Investing LLC | 519 | $77 | 03/31/2024 |
XLV | 519 | $77 | 03/31/2024 |
Matrix Private Capital Group LLC | 568 | $77 | 12/31/2023 |
XLV | 568 | $77 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 508 | $75 | 03/31/2024 |
XLV | 508 | $75 | 03/31/2024 |
Delta Asset Management LLC TN | 552 | $75 | 12/31/2023 |
XLV | 552 | $75 | 12/31/2023 |
LGT Financial Advisors LLC | 530 | $72 | 12/31/2023 |
XLV | 530 | $72 | 12/31/2023 |
Dividend Assets Capital LLC | 518 | $71 | 12/31/2023 |
XLV | 518 | $71 | 12/31/2023 |
Evermay Wealth Management LLC | 513 | $70 | 12/31/2023 |
XLV | 513 | $70 | 12/31/2023 |
Sound Income Strategies LLC | 459 | $68 | 03/31/2024 |
XLV | 459 | $68 | 03/31/2024 |
Knuff & Co LLC | 500 | $68 | 12/31/2023 |
XLV | 500 | $68 | 12/31/2023 |
Northwest Financial Advisors | 494 | $67 | 12/31/2023 |
XLV | 494 | $67 | 12/31/2023 |
Cardiff Park Advisors LLC | 480 | $65 | 12/31/2023 |
XLV | 480 | $65 | 12/31/2023 |
Duncker Streett & Co. Inc. | 423 | $62 | 03/31/2024 |
XLV | 423 | $62 | 03/31/2024 |
Benjamin Edwards Inc. | 450 | $61 | 12/31/2023 |
XLV | 450 | $61 | 12/31/2023 |
Citizens National Bank Trust Department | 450 | $61 | 12/31/2023 |
XLV | 450 | $61 | 12/31/2023 |
Bellevue Asset Management LLC | 391 | $58 | 03/31/2024 |
XLV | 391 | $58 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 386 | $57 | 03/31/2024 |
XLV | 386 | $57 | 03/31/2024 |
SJS Investment Consulting Inc. | 385 | $57 | 03/31/2024 |
XLV | 385 | $57 | 03/31/2024 |
Evergreen Private Wealth LLC | 383 | $57 | 03/31/2024 |
XLV | 383 | $57 | 03/31/2024 |
Retirement Group LLC | 416 | $57 | 12/31/2023 |
XLV | 416 | $57 | 12/31/2023 |
Cedar Mountain Advisors LLC | 378 | $56 | 03/31/2024 |
XLV | 378 | $56 | 03/31/2024 |
Phillips Financial Management LLC | 370 | $55 | 03/31/2024 |
XLV | 370 | $55 | 03/31/2024 |
PFS Partners LLC | 371 | $55 | 03/31/2024 |
XLV | 371 | $55 | 03/31/2024 |
Wellington Shields & Co. LLC | 400 | $55 | 12/31/2023 |
XLV | 400 | $55 | 12/31/2023 |
McIlrath & Eck LLC | 389 | $53 | 12/31/2023 |
XLV | 389 | $53 | 12/31/2023 |
Private Ocean LLC | 352 | $52 | 03/31/2024 |
XLV | 352 | $52 | 03/31/2024 |
Versant Capital Management Inc | 355 | $52 | 03/31/2024 |
XLV | 355 | $52 | 03/31/2024 |
Ronald Blue Trust Inc. | 408 | $52 | 12/31/2023 |
XLV | 408 | $52 | 12/31/2023 |
Turim 21 Investimentos Ltda. | 375 | $51 | 12/31/2023 |
XLV | 375 | $51 | 12/31/2023 |
Paladin Advisory Group LLC | 373 | $51 | 12/31/2023 |
XLV | 373 | $51 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 338 | $50 | 03/31/2024 |
XLV | 338 | $50 | 03/31/2024 |
Founders Capital Management | 338 | $50 | 03/31/2024 |
XLV | 338 | $50 | 03/31/2024 |
Sage Mountain Advisors LLC | 338 | $50 | 03/31/2024 |
XLV | 338 | $50 | 03/31/2024 |
Winch Advisory Services LLC | 360 | $49 | 12/31/2023 |
XLV | 360 | $49 | 12/31/2023 |
Parkside Financial Bank & Trust | 352 | $48 | 12/31/2023 |
XLV | 352 | $48 | 12/31/2023 |
IAG Wealth Partners LLC | 320 | $47 | 03/31/2024 |
XLV | 320 | $47 | 03/31/2024 |
Pin Oak Investment Advisors Inc. | 343 | $47 | 12/31/2023 |
XLV | 343 | $47 | 12/31/2023 |
Fairfield Bush & CO. | 343 | $47 | 12/31/2023 |
XLV | 343 | $47 | 12/31/2023 |
Riggs Asset Managment Co. Inc. | 345 | $47 | 12/31/2023 |
XLV | 345 | $47 | 12/31/2023 |
Annapolis Financial Services LLC | 303 | $45 | 03/31/2024 |
XLV | 303 | $45 | 03/31/2024 |
First Community Trust NA | 300 | $44 | 03/31/2024 |
XLV | 300 | $44 | 03/31/2024 |
Hartford Financial Management Inc. | 300 | $44 | 03/31/2024 |
XLV | 300 | $44 | 03/31/2024 |
Pinnacle Bank | 300 | $44 | 03/31/2024 |
XLV | 300 | $44 | 03/31/2024 |
Trivant Custom Portfolio Group LLC | 300 | $44 | 03/31/2024 |
XLV | 300 | $44 | 03/31/2024 |
Anchor Investment Management LLC | 319 | $44 | 12/31/2023 |
XLV | 319 | $44 | 12/31/2023 |
O Dell Group LLC | 314 | $43 | 12/31/2023 |
XLV | 314 | $43 | 12/31/2023 |
Armstrong Advisory Group Inc. | 308 | $42 | 03/31/2024 |
XLV | 308 | $42 | 03/31/2024 |
Koesten Hirschmann & Crabtree INC. | 306 | $42 | 12/31/2023 |
XLV | 306 | $42 | 12/31/2023 |
Trust Co. of Vermont | 300 | $41 | 12/31/2023 |
XLV | 300 | $41 | 12/31/2023 |
Dunhill Financial LLC | 300 | $41 | 12/31/2023 |
XLV | 300 | $41 | 12/31/2023 |
Armor Investment Advisors LLC | 272 | $40 | 03/31/2024 |
XLV | 272 | $40 | 03/31/2024 |
Kayne Anderson Rudnick Investment Management LLC | 297 | $40 | 12/31/2023 |
XLV | 297 | $40 | 12/31/2023 |
FWL Investment Management LLC | 295 | $40 | 12/31/2023 |
XLV | 295 | $40 | 12/31/2023 |
Sawyer & Company Inc | 263 | $39 | 03/31/2024 |
XLV | 263 | $39 | 03/31/2024 |
Wagner Wealth Management LLC | 266 | $39 | 03/31/2024 |
XLV | 266 | $39 | 03/31/2024 |
Independence Bank of Kentucky | 263 | $39 | 03/31/2024 |
XLV | 263 | $39 | 03/31/2024 |
Powell Investment Advisors LLC | 264 | $39 | 03/31/2024 |
XLV | 264 | $39 | 03/31/2024 |
Rise Advisors LLC | 262 | $39 | 03/31/2024 |
XLV | 262 | $39 | 03/31/2024 |
Financial Advisory Service Inc. | 287 | $39 | 12/31/2023 |
XLV | 287 | $39 | 12/31/2023 |
Strengthening Families & Communities LLC | 287 | $39 | 12/31/2023 |
XLV | 287 | $39 | 12/31/2023 |
Macroview Investment Management LLC | 279 | $38 | 12/31/2023 |
XLV | 279 | $38 | 12/31/2023 |
WealthCollab LLC | 280 | $38 | 12/31/2023 |
XLV | 280 | $38 | 12/31/2023 |
Tompkins Financial Corp | 251 | $37 | 03/31/2024 |
XLV | 251 | $37 | 03/31/2024 |
Godsey & Gibb Associates | 243 | $36 | 03/31/2024 |
XLV | 243 | $36 | 03/31/2024 |
Bangor Savings Bank | 242 | $36 | 03/31/2024 |
XLV | 242 | $36 | 03/31/2024 |
Gleason Group Inc. | 244 | $36 | 03/31/2024 |
XLV | 244 | $36 | 03/31/2024 |
Morton Brown Family Wealth LLC | 243 | $36 | 03/31/2024 |
XLV | 243 | $36 | 03/31/2024 |
Quadrant Capital Group LLC | 264 | $36 | 12/31/2023 |
XLV | 264 | $36 | 12/31/2023 |
HM Payson & Co. | 257 | $35 | 12/31/2023 |
XLV | 257 | $35 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 247 | $34 | 12/31/2023 |
XLV | 247 | $34 | 12/31/2023 |
Covestor Ltd | 242 | $33 | 12/31/2023 |
XLV | 242 | $33 | 12/31/2023 |
SRS Capital Advisors Inc. | 237 | $32 | 12/31/2023 |
XLV | 237 | $32 | 12/31/2023 |
Creekmur Asset Management LLC | 224 | $31 | 12/31/2023 |
XLV | 224 | $31 | 12/31/2023 |
Industrial Alliance Investment Management Inc. | 218 | $30 | 12/31/2023 |
XLV | 218 | $30 | 12/31/2023 |
DB Wealth Management Group LLC | 223 | $30 | 12/31/2023 |
XLV | 223 | $30 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 197 | $29 | 03/31/2024 |
XLV | 197 | $29 | 03/31/2024 |
Highlander Capital Management LLC | 203 | $28 | 12/31/2023 |
XLV | 203 | $28 | 12/31/2023 |
Financial Avengers Inc. | 202 | $28 | 12/31/2023 |
XLV | 202 | $28 | 12/31/2023 |
Missouri Trust & Investment Co | 201 | $27 | 12/31/2023 |
XLV | 201 | $27 | 12/31/2023 |
Vima LLC | 200 | $27 | 12/31/2023 |
XLV | 200 | $27 | 12/31/2023 |
Russell Investments Group Ltd. | 192 | $26 | 12/31/2023 |
XLV | 192 | $26 | 12/31/2023 |
Stephenson National Bank & Trust | 170 | $25 | 03/31/2024 |
XLV | 170 | $25 | 03/31/2024 |
Davis Capital Management | 174 | $25 | 03/31/2024 |
XLV | 174 | $25 | 03/31/2024 |
OLD Second National Bank of Aurora | 185 | $25 | 12/31/2023 |
XLV | 185 | $25 | 12/31/2023 |
Washington Trust Advisors Inc. | 183 | $25 | 12/31/2023 |
XLV | 183 | $25 | 12/31/2023 |
Impact Partnership Wealth LLC | 184 | $25 | 12/31/2023 |
XLV | 184 | $25 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 175 | $24 | 12/31/2023 |
XLV | 175 | $24 | 12/31/2023 |
Operose Advisors LLC | 178 | $24 | 12/31/2023 |
XLV | 178 | $24 | 12/31/2023 |
Gradient Investments LLC | 153 | $23 | 03/31/2024 |
XLV | 153 | $23 | 03/31/2024 |
Luken Investment Analytics LLC | 150 | $22 | 03/31/2024 |
XLV | 150 | $22 | 03/31/2024 |
Investment Research & Advisory Group Inc. | 142 | $21 | 03/31/2024 |
XLV | 142 | $21 | 03/31/2024 |
HighMark Wealth Management LLC | 151 | $21 | 12/31/2023 |
XLV | 151 | $21 | 12/31/2023 |
McClarren Financial Advisors Inc. | 157 | $21 | 12/31/2023 |
XLV | 157 | $21 | 12/31/2023 |
First Personal Financial Services | 135 | $20 | 03/31/2024 |
XLV | 135 | $20 | 03/31/2024 |
Legacy Bridge LLC | 132 | $20 | 03/31/2024 |
XLV | 132 | $20 | 03/31/2024 |
Resources Management Corp CT ADV | 136 | $19 | 12/31/2023 |
XLV | 136 | $19 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 128 | $18 | 12/31/2023 |
XLV | 128 | $18 | 12/31/2023 |
Institutional & Family Asset Management LLC | 132 | $18 | 12/31/2023 |
XLV | 132 | $18 | 12/31/2023 |
True Wealth Design LLC | 130 | $18 | 12/31/2023 |
XLV | 130 | $18 | 12/31/2023 |
Livelsberger Financial Advisory | 130 | $18 | 12/31/2023 |
XLV | 130 | $18 | 12/31/2023 |
Center for Financial Planning Inc. | 115 | $17 | 03/31/2024 |
XLV | 115 | $17 | 03/31/2024 |
Western Pacific Wealth Management LP | 125 | $17 | 12/31/2023 |
XLV | 125 | $17 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 110 | $16 | 03/31/2024 |
XLV | 110 | $16 | 03/31/2024 |
Rosenberg Matthew Hamilton | 112 | $16 | 03/31/2024 |
XLV | 112 | $16 | 03/31/2024 |
Signature Resources Capital Management LLC | 116 | $16 | 03/31/2024 |
XLV | 116 | $16 | 03/31/2024 |
Mendota Financial Group LLC | 110 | $16 | 03/31/2024 |
XLV | 110 | $16 | 03/31/2024 |
Integrity Financial Corp WA | 116 | $16 | 12/31/2023 |
XLV | 116 | $16 | 12/31/2023 |
Baldwin Brothers Inc. MA | 100 | $15 | 03/31/2024 |
XLV | 100 | $15 | 03/31/2024 |
Balentine LLC | 110 | $15 | 12/31/2023 |
XLV | 110 | $15 | 12/31/2023 |
Ritter Daniher Financial Advisory LLC DE | 109 | $15 | 12/31/2023 |
XLV | 109 | $15 | 12/31/2023 |
M&R Capital Management Inc. | 92 | $14 | 03/31/2024 |
XLV | 92 | $14 | 03/31/2024 |
Wolff Wiese Magana LLC | 95 | $14 | 03/31/2024 |
XLV | 95 | $14 | 03/31/2024 |
Nomura Asset Management Co. Ltd. | 100 | $14 | 12/31/2023 |
XLV | 100 | $14 | 12/31/2023 |
Eukles Asset Management | 104 | $14 | 12/31/2023 |
XLV | 104 | $14 | 12/31/2023 |
Ballast Advisors LLC | 103 | $14 | 12/31/2023 |
XLV | 103 | $14 | 12/31/2023 |
Scarborough Advisors LLC | 103 | $14 | 12/31/2023 |
XLV | 103 | $14 | 12/31/2023 |
Evolution Advisers Inc. | 103 | $14 | 12/31/2023 |
XLV | 103 | $14 | 12/31/2023 |
Ramirez Asset Management Inc. | 100 | $14 | 12/31/2023 |
XLV | 100 | $14 | 12/31/2023 |
ORG Partners LLC | 92 | $13 | 12/31/2023 |
XLV | 92 | $13 | 12/31/2023 |
Baystate Wealth Management LLC | 88 | $12 | 12/31/2023 |
XLV | 88 | $12 | 12/31/2023 |
Silicon Valley Capital Partners | 91 | $12 | 12/31/2023 |
XLV | 91 | $12 | 12/31/2023 |
Wells Financial Advisors INC | 90 | $12 | 12/31/2023 |
XLV | 90 | $12 | 12/31/2023 |
Lowe Wealth Advisors LLC | 75 | $11 | 03/31/2024 |
XLV | 75 | $11 | 03/31/2024 |
Oak Harbor Wealth Partners LLC | 77 | $11 | 03/31/2024 |
XLV | 77 | $11 | 03/31/2024 |
Front Row Advisors LLC | 84 | $11 | 12/31/2023 |
XLV | 84 | $11 | 12/31/2023 |
Logan Capital Management Inc. | 70 | $10 | 12/31/2023 |
XLV | 70 | $10 | 12/31/2023 |
Lee Financial Co | 71 | $10 | 12/31/2023 |
XLV | 71 | $10 | 12/31/2023 |
Bell Investment Advisors Inc | 76 | $10 | 12/31/2023 |
XLV | 76 | $10 | 12/31/2023 |
VitalStone Financial LLC | 75 | $10 | 12/31/2023 |
XLV | 75 | $10 | 12/31/2023 |
Pingora Partners LLC | 75 | $10 | 12/31/2023 |
XLV | 75 | $10 | 12/31/2023 |
West Branch Capital LLC | 64 | $9 | 03/31/2024 |
XLV | 64 | $9 | 03/31/2024 |
Aspire Private Capital LLC | 61 | $9 | 03/31/2024 |
XLV | 61 | $9 | 03/31/2024 |
Mark Sheptoff Financial Planning LLC | 69 | $9 | 12/31/2023 |
XLV | 69 | $9 | 12/31/2023 |
Core Wealth Advisors Inc. | 60 | $8 | 12/31/2023 |
XLV | 60 | $8 | 12/31/2023 |
City State Bank | 50 | $7 | 03/31/2024 |
XLV | 50 | $7 | 03/31/2024 |
Ambassador Advisors LLC | 51 | $7 | 12/31/2023 |
XLV | 51 | $7 | 12/31/2023 |
DecisionPoint Financial LLC | 51 | $7 | 12/31/2023 |
XLV | 51 | $7 | 12/31/2023 |
Valley National Advisers Inc. | 35 | $5 | 03/31/2024 |
XLV | 35 | $5 | 03/31/2024 |
LifeSteps Financial Inc. | 24 | $4 | 03/31/2024 |
XLV | 24 | $4 | 03/31/2024 |
Hoey Investments Inc. | 30 | $4 | 12/31/2023 |
XLV | 30 | $4 | 12/31/2023 |
EdgeRock Capital LLC | 30 | $4 | 12/31/2023 |
XLV | 30 | $4 | 12/31/2023 |
Thompson Investment Management Inc. | 18 | $3 | 03/31/2024 |
XLV | 18 | $3 | 03/31/2024 |
Legend Financial Advisors Inc. | 22 | $3 | 03/31/2024 |
XLV | 22 | $3 | 03/31/2024 |
Coston McIsaac & Partners | 17 | $3 | 03/31/2024 |
XLV | 17 | $3 | 03/31/2024 |
Angeles Wealth Management LLC | 24 | $3 | 12/31/2023 |
XLV | 24 | $3 | 12/31/2023 |
Hanson & Doremus Investment Management | 15 | $2 | 03/31/2024 |
XLV | 15 | $2 | 03/31/2024 |
FSA Wealth Management LLC | 13 | $2 | 12/31/2023 |
XLV | 13 | $2 | 12/31/2023 |
Raleigh Capital Management Inc. | 14 | $2 | 12/31/2023 |
XLV | 14 | $2 | 12/31/2023 |
Pineridge Advisors LLC | 14 | $2 | 12/31/2023 |
XLV | 14 | $2 | 12/31/2023 |
Greenline Partners LLC | 4 | $1 | 12/31/2023 |
XLV | 4 | $1 | 12/31/2023 |
VisionPoint Advisory Group LLC | 7 | $1 | 12/31/2023 |
XLV | 7 | $1 | 12/31/2023 |
Frazier Financial Advisors LLC | 7 | $1 | 12/31/2023 |
XLV | 7 | $1 | 12/31/2023 |
Caitlin John LLC | 9 | $1 | 12/31/2023 |
XLV | 9 | $1 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 2 | $0 | 12/31/2023 |
XLV | 2 | $0 | 12/31/2023 |
Sachetta LLC | 1 | $0 | 12/31/2023 |
XLV | 1 | $0 | 12/31/2023 |
Nomura Holdings Inc. | $-2,046 | 12/31/2023 | |
Put | 15,000 | $2,046 | 12/31/2023 |
Point72 Middle East FZE | $-2,536 | 12/31/2023 | |
Put | 38,000 | $5,182 | 12/31/2023 |
Call | 10,800 | $1,473 | 12/31/2023 |
XLV | 8,601 | $1,173 | 12/31/2023 |
Point72 Asset Management L.P. | $-4,207 | 12/31/2023 | |
Put | 160,400 | $21,875 | 12/31/2023 |
Call | 105,300 | $14,361 | 12/31/2023 |
XLV | 24,249 | $3,307 | 12/31/2023 |
Prelude Capital Management LLC | $-4,760 | 12/31/2023 | |
Put | 34,900 | $4,760 | 12/31/2023 |
J. Goldman & Co LP | $-4,773 | 12/31/2023 | |
Put | 35,000 | $4,773 | 12/31/2023 |
Walleye Trading LLC | $-5,497 | 12/31/2023 | |
Put | 402,900 | $54,948 | 12/31/2023 |
Call | 362,600 | $49,451 | 12/31/2023 |
CenterStar Asset Management LLC | $-7,350 | 03/31/2024 | |
Put | 135,300 | $13,581 | 03/31/2024 |
Call | 64,300 | $5,768 | 03/31/2024 |
XLV | 3,130 | $463 | 03/31/2024 |
Credit Agricole S A | $-11,812 | 12/31/2023 | |
Put | 105,000 | $14,320 | 12/31/2023 |
XLV | 18,388 | $2,508 | 12/31/2023 |
Balyasny Asset Management LLC | $-16,447 | 12/31/2023 | |
Put | 179,500 | $24,480 | 12/31/2023 |
Call | 58,900 | $8,033 | 12/31/2023 |
BW Gestao de Investimentos Ltda. | $-20,457 | 12/31/2023 | |
Put | 150,000 | $20,457 | 12/31/2023 |
One River Asset Management LLC | $-25,369 | 12/31/2023 | |
Put | 373,300 | $50,911 | 12/31/2023 |
Call | 173,400 | $23,648 | 12/31/2023 |
XLV | 13,885 | $1,894 | 12/31/2023 |
Squarepoint Ops LLC | $-28,708 | 12/31/2023 | |
Put | 367,100 | $50,065 | 12/31/2023 |
Call | 90,700 | $12,370 | 12/31/2023 |
XLV | 65,896 | $8,987 | 12/31/2023 |
LMR Partners LLP | $-32,254 | 12/31/2023 | |
Put | 236,500 | $32,254 | 12/31/2023 |
Susquehanna International Group LLP | $-162,273 | 12/31/2023 | |
Put | 2,915,200 | $397,575 | 12/31/2023 |
Call | 1,240,400 | $169,166 | 12/31/2023 |
XLV | 484,941 | $66,136 | 12/31/2023 |
Elliott Investment Management L.P. | $-280,261 | 12/31/2023 | |
Put | 2,055,000 | $280,261 | 12/31/2023 |
Curated Wealth Partners LLC | 8,800 | $-1,300,025 | 03/31/2024 |
Put | 8,800 | $1,300,025 | 03/31/2024 |
See Summary: Institutional Holders of XLV
See Details: Top 10 Hedge Funds Holding XLV
Also See: XLV Holdings Changes
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