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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
326
NVWM LLC
Pennsylvania
$764K -$1.45K -12 -0.2%
RJT
327
Raymond James Trust
Florida
$762K – – –
CBFP
328
Cedar Brook Financial Partners
Ohio
$752K +$810K +6,716 New
ATC
329
Adirondack Trust Company
New York
$746K – – –
MC
330
Mathes Company
New York
$736K +$792K +6,570 New
DAM
331
Deltec Asset Management
New York
$728K – – –
P
332
&Partners
Tennessee
$719K +$60.3K +500 +8%
SAM
333
Seelaus Asset Management
New Jersey
$717K +$220K +1,820 +40%
FFA
334
First Foundation Advisors
California
$711K +$766K +6,350 New
CFSG
335
Community Financial Services Group
Vermont
$709K – – –
AWM
336
AE Wealth Management
Kansas
$706K -$28.1K -233 -4%
MBT
337
Montecito Bank & Trust
California
$698K +$1.81K +15 +0.2%
KWM
338
Kingsview Wealth Management
Oregon
$694K -$50.8K -421 -6%
APA
339
American Portfolios Advisors
New York
$685K -$9.05K -75 -1%
IP
340
Investment Partners
Ohio
$683K +$166K +1,373 +29%
X
341
Xponance
Pennsylvania
$682K – – –
TCOV
342
Trust Company of Vermont
Vermont
$679K – – –
TCM
343
Tandem Capital Management
New Jersey
$678K +$730K +6,055 New
CTA
344
Colonial Trust Advisors
South Carolina
$674K -$88K -730 -11%
SI
345
Shaker Investments
Ohio
$674K +$3.26K +27 +0.5%
SI
346
Symmetry Investments
Jersey
$672K +$724K +6,000 New
GWM
347
Geneos Wealth Management
Colorado
$647K -$20.7K -172 -3%
PCFFS
348
Pacific Center for Financial Services
California
$646K +$64.3K +533 +10%
ACM
349
Antonetti Capital Management
Florida
$645K +$695K +5,765 New
AAIM
350
Asset Advisors Investment Management
Georgia
$643K – – –
12 13
14
15 16