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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
401
Covington Capital Management
California
$55K – – –
SC
402
Stratford Consulting
Texas
$54K +$48.7K +563 New
LDFR
403
Lehman & Derafelo Financial Resources
Pennsylvania
$52K +$8.65K +100 +22%
SMFS
404
Squar Milner Financial Services
California
$50K +$45.8K +529 New
CFN
405
Cordasco Financial Network
Florida
$48K – – –
GRP
406
Global Retirement Partners
California
$44K -$519 -6 -1%
FNBOSM
407
First National Bank of South Miami
Florida
$44K – – –
GDP
408
Great Diamond Partners
Maine
$40K +$36.5K +422 New
TL
409
TrueWealth LLC
Georgia
$38K – – –
HNB
410
Huntington National Bank
Ohio
$36K – – –
VCP
411
Verus Capital Partners
Arizona
$36K +$32.4K +375 New
CH
412
Canton Hathaway
Rhode Island
$33K – – –
RFA
413
Reilly Financial Advisors
California
$32K -$12.5M -144,949 -100%
JPLA
414
Joseph P. Lucia & Associates
New York
$32K -$4.33K -50 -13%
GI
415
Gradient Investments
Minnesota
$29K – – –
HCM
416
Highlander Capital Management
New Jersey
$29K – – –
JFA
417
JNBA Financial Advisors
Minnesota
$29K – – –
RCA
418
Ranch Capital Advisors
Florida
$29K +$25.9K +300 New
LB
419
Legacy Bridge
Iowa
$28K – – –
SQA
420
Simon Quick Advisors
New Jersey
$28K – – –
CFB
421
Cullen/Frost Bankers
Texas
$28K +$20.7K +239 +460%
PFBT
422
Parkside Financial Bank & Trust
Missouri
$27K – – –
WQ
423
Wealth Quarterback
New Jersey
$24K +$21.8K +252 New
VCM
424
Vigilant Capital Management
Maine
$23K +$20.8K +240 New
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$23K +$21.1K +244 New
15 16
17
18 19