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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
351
Davenport & Co
Virginia
$660K +$41.1K +548 +7%
IFWM
352
Institute for Wealth Management
Colorado
$650K +$223K +2,968 +51%
GPA
353
Guerra Pan Advisors
New Jersey
$640K – – –
SF
354
Synovus Financial
Georgia
$639K -$515K -6,858 -44%
TCM
355
Tandem Capital Management
New Jersey
$638K +$20.3K +270 +3%
EWM
356
Evercore Wealth Management
New York
$627K +$128K +1,700 +25%
AHC
357
Adell Harriman & Carpenter
Texas
$625K +$74.3K +990 +13%
ARC
358
Advisor Resource Council
Texas
$624K +$630K +8,395 New
EFS
359
Econ Financial Services
Pennsylvania
$623K +$43.2K +576 +7%
SRC
360
Shufro Rose & Co
New York
$622K – – –
PP
361
Patten & Patten
Tennessee
$621K -$36.4K -485 -5%
AWM
362
Axxcess Wealth Management
California
$619K -$233K -3,100 -27%
AFS
363
AFG Fiduciary Services
Massachusetts
$619K +$25.1K +334 +4%
SFI
364
SPC Financial Inc
Maryland
$614K -$146K -1,942 -19%
KFP
365
KB Financial Partners
New Jersey
$613K +$619K +8,250 New
AC
366
Avestar Capital
New York
$610K +$617K +8,220 New
TCM
367
Teza Capital Management
Illinois
$604K +$610K +8,130 New
IFA
368
Interactive Financial Advisors
Illinois
$598K +$104K +1,383 +21%
ZIG
369
Zuckerman Investment Group
Illinois
$595K +$602K +8,015 New
SFP
370
Shepherd Financial Partners
Massachusetts
$579K -$17.5K -233 -3%
NFSG
371
Newbridge Financial Services Group
Florida
$575K +$118K +1,570 +25%
MCM
372
Mengis Capital Management
Oregon
$573K -$9.76K -130 -2%
FAIM
373
Financial Advocates Investment Management
Washington
$567K +$86.2K +1,148 +18%
BRWA
374
B. Riley Wealth Advisors
Florida
$565K -$253K -3,372 -31%
FHA
375
Flagship Harbor Advisors
Massachusetts
$557K +$101K +1,348 +22%
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15
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