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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
KJHP
326
K.J. Harrison & Partners
Ontario, Canada
$791K +$83.1K +900 +11%
IWP
327
Icon Wealth Partners
Texas
$790K +$464K +5,024 +133%
IA
328
IFP Advisors
Florida
$787K +$478K +5,171 +241%
TA
329
Tiedemann Advisors
New York
$786K +$80.2K +868 +11%
AWM
330
Axxcess Wealth Management
California
$777K +$1.06M +11,435 New
MFG
331
Magnus Financial Group
New York
$774K +$611K +6,620 +333%
SRC
332
Shufro Rose & Co
New York
$752K -$27.7K -300 -3%
DC
333
Davenport & Co
Virginia
$750K – – –
ASN
334
Advisory Services Network
Georgia
$743K +$132K +1,434 +21%
GWM
335
GSB Wealth Management
Connecticut
$741K -$1.7M -18,397 -69%
CBFP
336
Cedar Brook Financial Partners
Ohio
$741K +$141K +1,531 +23%
NWA
337
Navis Wealth Advisors
New York
$734K +$9.23K +100 +1%
GA
338
Greytown Advisors
Florida
$732K +$752K +8,141 New
AFS
339
AFG Fiduciary Services
Massachusetts
$719K -$133K -1,439 -15%
TC
340
TradeLink Capital
Illinois
$719K +$739K +8,000 New
SFP
341
Shepherd Financial Partners
Massachusetts
$717K -$550K -5,957 -43%
MCM
342
Mengis Capital Management
Oregon
$705K +$201K +2,180 +38%
EFS
343
Econ Financial Services
Pennsylvania
$702K +$721K +7,806 New
RC
344
Roundview Capital
New Jersey
$683K +$515K +5,575 +275%
NL
345
NVWM LLC
Pennsylvania
$682K +$70.4K +762 +11%
SG
346
StoneX Group
New York
$681K +$31.4K +340 +5%
TCM
347
Tandem Capital Management
New Jersey
$679K +$210K +2,270 +37%
TW
348
TrinityPoint Wealth
Connecticut
$670K -$2.04M -22,045 -75%
AHC
349
Adell Harriman & Carpenter
Texas
$667K -$255K -2,758 -27%
AC
350
ASB Consultores
Florida
$661K – – –
12 13
14
15 16