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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIMC
276
Private Harbour Investment Management & Counsel
Ohio
$1.02M -$1.29K -10 -0.1%
HWA
277
Hillcrest Wealth Advisors
New Jersey
$1.01M +$367K +2,853 +55%
AFP
278
Ausdal Financial Partners
Iowa
$1M – – –
LFAS
279
Level Four Advisory Services
Texas
$987K -$2.62M -20,377 -72%
CIAS
280
Capital Investment Advisory Services
North Carolina
$986K +$336K +2,609 +50%
LBD
281
Landsberg Bennett & Dubbaneh
Florida
$975K -$20.3K -158 -2%
AIC
282
Ameritas Investment Company
Nebraska
$962K +$389K +3,019 +65%
TA
283
Tiedemann Advisors
New York
$961K -$99.9K -776 -9%
GT
284
Glenmede Trust
Pennsylvania
$957K – – –
EFS
285
Essex Financial Services
Connecticut
$955K +$55.6K +432 +6%
MFG
286
Magnus Financial Group
New York
$936K +$20K +155 +2%
CAG
287
Crestwood Advisors Group
Massachusetts
$896K -$487K -3,781 -35%
SG
288
StoneX Group
New York
$893K -$72.5K -563 -7%
BONH
289
Bank of New Hampshire
New Hampshire
$890K – – –
AW
290
Alaethes Wealth
Nevada
$889K – – –
NL
291
NVWM LLC
Pennsylvania
$860K +$24K +186 +3%
RJT
292
Raymond James Trust
Florida
$856K +$129K +1,000 +17%
CTA
293
Colonial Trust Advisors
South Carolina
$849K -$45.7K -355 -5%
RFWA
294
RPg Family Wealth Advisory
Massachusetts
$837K +$37.2K +289 +5%
KWM
295
Kingsview Wealth Management
Oregon
$833K +$538K +4,174 +170%
ATC
296
Adirondack Trust Company
New York
$832K -$21.9K -170 -2%
NWA
297
Navis Wealth Advisors
New York
$831K – – –
UAS
298
United Asset Strategies
New York
$831K +$56.7K +440 +7%
AWM
299
AE Wealth Management
Kansas
$822K -$71.6K -556 -8%
DAM
300
Deltec Asset Management
New York
$817K – – –
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12
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