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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
451
Aspen Investment Management
Michigan
$316K -$2.99K -20 -0.9%
TWP
452
Tempus Wealth Planning
California
$314K +$87.7K +586 +34%
FC
453
Ferris Capital
Massachusetts
$313K – – –
SCG
454
Sonata Capital Group
Washington
$312K +$29.9K +200 +10%
IP
455
Investment Partners
Ohio
$312K +$106K +709 +45%
HPC
456
HM Payson & Co
Maine
$308K +$1.8K +12 +0.5%
SS
457
Sunbelt Securities
Texas
$304K – – –
ESB
458
Essex Savings Bank
Connecticut
$303K – – –
GRP
459
Global Retirement Partners
California
$303K +$86.4K +577 +35%
KM
460
Kalos Management
Georgia
$302K -$45.2K -302 -11%
LJAC
461
L.J. Altfest & Co
New York
$300K -$21K -140 -6%
BMC
462
Beaton Management Company
Massachusetts
$297K – – –
MSAM
463
Moloney Securities Asset Management
Missouri
$296K -$53.9K -360 -14%
IA
464
IFP Advisors
Florida
$288K -$310K -2,073 -50%
AIA
465
Angeles Investment Advisors
California
$288K +$317K +2,120 New
PP
466
Professional Planning
California
$287K -$10.2K -68 -3%
EWM
467
Evercore Wealth Management
New York
$281K -$153K -1,025 -33%
CWM
468
Cordatus Wealth Management
Pennsylvania
$281K – – –
ACM
469
Advisors Capital Management
New Jersey
$281K +$16.2K +108 +5%
WWM
470
Western Wealth Management
Colorado
$279K +$308K +2,057 New
CFA
471
Carroll Financial Associates
North Carolina
$278K +$6.14K +41 +2%
HIMC
472
Heritage Investors Management Corp
Maryland
$278K +$67.4K +450 +28%
MWM
473
Mission Wealth Management
California
$274K +$302K +2,017 New
WCA
474
Windsor Creek Advisors
Vermont
$273K – – –
KPCM
475
Kings Point Capital Management
New York
$271K – – –
17 18
19
20 21