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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
276
LSP Investment Advisors
New York
$1.18M – – –
E
277
Ergoteles
New York
$1.18M +$1.29M +15,500 New
CW
278
Connectus Wealth
Ohio
$1.18M +$834K +10,048 +187%
VIM
279
Vista Investment Management
Pennsylvania
$1.16M +$19.3K +233 +2%
UCFA
280
United Capital Financial Advisors
Texas
$1.16M +$44.6K +538 +4%
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$1.14M +$28.2K +340 +3%
CAM
282
Crestone Asset Management
Colorado
$1.14M -$557K -6,708 -31%
MCM
283
MAI Capital Management
Ohio
$1.14M -$299K -3,603 -19%
DADC
284
D.A. Davidson & Co
Montana
$1.14M +$91.7K +1,105 +8%
IFG
285
Independent Financial Group
California
$1.13M -$5.12M -61,666 -81%
RFWA
286
RPg Family Wealth Advisory
Massachusetts
$1.11M +$156K +1,880 +15%
CM
287
Caption Management
Oklahoma
$1.11M -$13.3M -160,850 -92%
MIC
288
Meridian Investment Counsel
California
$1.09M -$16.6K -200 -1%
WCM
289
Windham Capital Management
Massachusetts
$1.08M +$58.9K +710 +5%
HNW
290
High Note Wealth
Minnesota
$1.08M +$70.5K +850 +6%
SCM
291
Shelton Capital Management
Colorado
$1.04M – – –
KIA
292
Knollwood Investment Advisory
Maryland
$1.04M – – –
PP
293
Paloma Partners
Connecticut
$1.04M +$1.13M +13,648 New
AFP
294
Ausdal Financial Partners
Iowa
$1.04M -$4.48K -54 -0.4%
GA
295
Greytown Advisors
Florida
$1.03M – – –
SWM
296
Spire Wealth Management
Virginia
$1.01M -$46.6K -562 -4%
NDSI
297
Newman Dignan & Sheerar Inc
Rhode Island
$987K -$49.8K -600 -4%
BCM
298
Bluefin Capital Management
New York
$978K – – –
GA
299
GFS Advisors
Texas
$976K -$10.4K -125 -1%
TCA
300
Transcend Capital Advisors
New Jersey
$976K -$74.4K -897 -7%
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12
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