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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
426
HBK Sorce Advisory
Pennsylvania
$231K +$232K +2,073 New
FFN
427
Focus Financial Network
Minnesota
$227K -$29.4K -262 -11%
KPCM
428
Kings Point Capital Management
New York
$223K +$112K +1,000 +100%
RSWM
429
Robertson Stephens Wealth Management
California
$222K – – –
CFS
430
CRA Financial Services
New Jersey
$222K +$223K +1,988 New
CIA
431
Capital Investment Advisors
Georgia
$218K +$220K +1,960 New
TH
432
TCTC Holdings
Texas
$217K – – –
SBH
433
Segall Bryant & Hamill
Illinois
$216K -$8.41K -75 -4%
SFA
434
Sequoia Financial Advisors
Ohio
$215K +$217K +1,932 New
VFPI
435
Vantage Financial Partners (Illinois)
Illinois
$213K +$8.41K +75 +4%
WP
436
WMS Partners
Maryland
$209K – – –
SMC
437
Smith, Moore & Co
Missouri
$204K +$205K +1,830 New
AAM
438
Aureus Asset Management
Massachusetts
$203K – – –
MCM
439
Mengis Capital Management
Oregon
$202K +$204K +1,820 New
AWM
440
Absher Wealth Management
North Carolina
$201K – – –
ECM
441
ExodusPoint Capital Management
New York
$201K +$202K +1,800 New
CIAS
442
Capital Investment Advisory Services
North Carolina
$195K +$5.61K +50 +3%
EDRH
443
Edmond de Rothschild Holding
Switzerland
$190K +$12.6K +112 +7%
RWA
444
Ropes Wealth Advisors
Massachusetts
$189K – – –
CFD
445
Creative Financial Designs
Indiana
$179K +$119K +1,063 +194%
PO
446
Private Ocean
California
$174K – – –
AF
447
Arrow Financial
New York
$171K – – –
CT
448
Caldwell Trust
Florida
$169K +$17.9K +160 +12%
BWM
449
BigSur Wealth Management
Florida
$167K – – –
JHCP
450
Jackson Hole Capital Partners
Oklahoma
$160K – – –
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