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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
376
Zuckerman Investment Group
Illinois
$555K -$55.5K -747 -11%
FHA
377
Flagship Harbor Advisors
Massachusetts
$555K +$20.3K +273 +5%
BRWA
378
B. Riley Wealth Advisors
Florida
$548K -$69.3K -933 -13%
CA
379
Calton & Associates
Florida
$544K +$452K +6,091 New
IAS
380
Insigneo Advisory Services
Florida
$537K +$447K +6,019 New
QCG
381
Quadrant Capital Group
Ohio
$536K +$446K +6,000 New
FAIM
382
Financial Advocates Investment Management
Washington
$534K +$181K +2,440 +77%
WIM
383
Westside Investment Management
California
$533K -$92.8K -1,250 -17%
SFA
384
Sequoia Financial Advisors
Ohio
$533K +$443K +5,968 New
WF
385
Warner Financial
Maryland
$532K -$294K -3,956 -40%
FTUS
386
Flow Traders U.S.
New York
$532K +$442K +5,958 New
VWM
387
VCI Wealth Management
Missouri
$530K +$441K +5,937 New
AW
388
Alaethes Wealth
Nevada
$527K -$65.7K -885 -13%
IC
389
IEQ Capital
California
$526K -$6.98K -94 -2%
KWA
390
Kingswood Wealth Advisors
California
$522K -$34.5K -465 -7%
GSEP
391
Golden State Equity Partners
California
$521K +$4.38K +59 +1%
NS
392
NBC Securities
Alabama
$521K +$16.3K +219 +4%
SAM
393
Silvercrest Asset Management
New York
$520K – – –
VPA
394
Vernal Point Advisors
California
$518K +$431K +5,801 New
MC
395
Mathes Company
New York
$506K – – –
VNA
396
Valley National Advisers
Pennsylvania
$504K +$98.5K +1,327 +31%
EWA
397
EP Wealth Advisors
California
$501K -$1.13M -15,178 -73%
YDMI
398
Y.D. More Investments
Israel
$500K +$408K +5,500 +5,500%
PWM
399
Perigon Wealth Management
California
$497K -$48.3K -650 -10%
MIIM
400
Mesirow Institutional Investment Management
Illinois
$497K +$12.6K +170 +3%
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16
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