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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
351
Ameritas Advisory Services
Nebraska
$948K -$57.3K -617 -6%
EWM
352
Evercore Wealth Management
New York
$948K +$212K +2,285 +30%
AWM
353
AE Wealth Management
Kansas
$937K -$1.01M -10,905 -52%
KWM
354
Koa Wealth Management
California
$935K +$44.3K +477 +5%
ICM
355
Ionic Capital Management
New York
$916K -$167K -1,800 -16%
AAS
356
Avantax Advisory Services
Texas
$913K +$131K +1,415 +17%
KA
357
Kercheville Advisors
Texas
$911K +$891K +9,605 New
TSW
358
Thompson Siegel & Walmsley
Virginia
$909K – – –
HIA
359
Harbor Investment Advisory
Maryland
$882K +$649K +6,999 +305%
HWA
360
Hillcrest Wealth Advisors
New Jersey
$882K -$23.7K -255 -3%
GA
361
Greytown Advisors
Florida
$873K -$268K -2,886 -24%
AR
362
Advisory Research
Illinois
$871K -$52.1K -562 -6%
SF
363
Summit Financial
New Jersey
$868K +$396K +4,269 +87%
RJT
364
Raymond James Trust
Florida
$857K +$92.8K +1,000 +12%
SG
365
StoneX Group
New York
$855K +$325K +3,500 +63%
PFA
366
Petra Financial Advisors
Colorado
$849K -$928 -10 -0.1%
TI
367
Trexquant Investment
Connecticut
$847K +$539K +5,810 +187%
FIA
368
Foundations Investment Advisors
Arizona
$846K +$827K +8,914 New
HDIM
369
Hanson & Doremus Investment Management
Vermont
$845K -$436K -4,697 -35%
SFP
370
Shepherd Financial Partners
Massachusetts
$840K +$148K +1,595 +22%
BAM
371
Belpointe Asset Management
Nevada
$826K -$484K -5,214 -37%
AIM
372
Anchor Investment Management
South Carolina
$825K -$36.9K -398 -4%
YIH
373
Y-Intercept (HK)
Hong Kong
$825K +$806K +8,691 New
IFWM
374
Institute for Wealth Management
Colorado
$819K +$7.89K +85 +1%
PA
375
Pinnacle Associates
New York
$815K +$148K +1,595 +23%
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15
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