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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
301
Edmond de Rothschild Holding
Switzerland
$256K +$71K +835 +42%
AI
302
Atria Investments
North Carolina
$252K -$18.4K -216 -7%
SDAM
303
Shulman DeMeo Asset Management
New York
$249K +$234K +2,751 New
FSA
304
Financial Sense Advisors
California
$249K +$234K +2,755 New
SEIA
305
Signature Estate & Investment Advisors
California
$247K -$597K -7,015 -72%
CWM
306
Cornerstone Wealth Management
Missouri
$247K +$72.3K +850 New
KFP
307
KMG Fiduciary Partners
Ohio
$247K +$232K +2,732 New
FAAS
308
First Allied Advisory Services
California
$244K -$51.5K -605 -18%
CRC
309
Curi RMB Capital
Illinois
$244K +$230K +2,700 New
FFN
310
Focus Financial Network
Minnesota
$242K +$227K +2,674 New
MWP
311
MYCIO Wealth Partners
Pennsylvania
$241K +$226K +2,659 New
RFWA
312
RPg Family Wealth Advisory
Massachusetts
$237K +$222K +2,614 New
RWA
313
Ropes Wealth Advisors
Massachusetts
$236K -$28.6K -336 -11%
CPIA
314
Cornell Pochily Investment Advisors
New York
$236K +$222K +2,607 New
SBIA
315
Sheaff Brock Investment Advisors
Indiana
$236K +$222K +2,610 New
IAA
316
Independent Advisor Alliance
North Carolina
$226K -$123K -1,441 -37%
NCM
317
Next Capital Management
New York
$226K – – –
MSAM
318
Moloney Securities Asset Management
Missouri
$223K +$209K +2,458 New
HTC
319
Haverford Trust Company
Pennsylvania
$220K +$206K +2,425 New
CFD
320
Creative Financial Designs
Indiana
$217K +$10.6K +125 +5%
BMC
321
Beaton Management Company
Massachusetts
$217K +$204K +2,400 New
NRS
322
Neville Rodie & Shaw
New York
$215K +$202K +2,375 New
WWM
323
Western Wealth Management
Colorado
$215K +$202K +2,375 New
CCG
324
Cypress Capital Group
Florida
$212K -$42.5K -500 -18%
BCM
325
Blume Capital Management
California
$211K +$25.5K +300 +15%
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