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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
401
Robertson Stephens Wealth Management
California
$223K +$197K +2,000 New
PTC
402
Private Trust Company
Ohio
$222K +$194K +1,969 New
WAP
403
Wealthcare Advisory Partners
Pennsylvania
$221K +$163K +1,652 +515%
TH
404
TCTC Holdings
Texas
$218K +$192K +1,950 New
HPC
405
HM Payson & Co
Maine
$216K – – –
PCM
406
Pennsylvania Capital Management
Pennsylvania
$212K +$186K +1,890 New
PP
407
Professional Planning
California
$212K +$186K +1,890 New
WP
408
WMS Partners
Maryland
$210K +$185K +1,879 New
CWP
409
CFM Wealth Partners
Texas
$207K -$9.85K -100 -5%
VFPI
410
Vantage Financial Partners (Illinois)
Illinois
$205K +$181K +1,835 New
AAM
411
Aureus Asset Management
Massachusetts
$204K +$179K +1,820 New
RA
412
RFG Advisory
Alabama
$204K +$180K +1,827 New
AWM
413
Absher Wealth Management
North Carolina
$202K +$177K +1,800 New
BBVA
414
Banco Bilbao Vizcaya Argentaria
Spain
$201K -$331K -3,358 -65%
CIAS
415
Capital Investment Advisory Services
North Carolina
$190K – – –
RWA
416
Ropes Wealth Advisors
Massachusetts
$190K – – –
CF
417
Centaurus Financial
California
$180K +$158K +1,605 New
EDRH
418
Edmond de Rothschild Holding
Switzerland
$178K -$151K -1,535 -49%
PO
419
Private Ocean
California
$174K – – –
AF
420
Arrow Financial
New York
$172K -$35.5K -360 -19%
BWM
421
BigSur Wealth Management
Florida
$168K – – –
CAL
422
Capital Analysts LLC
Pennsylvania
$168K – – –
JHCP
423
Jackson Hole Capital Partners
Oklahoma
$161K – – –
CB
424
Community Bank
New York
$153K +$135K +1,369 New
CT
425
Caldwell Trust
Florida
$152K +$1.97K +20 +1%
15 16
17
18 19