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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
451
PFG Advisors
Arizona
$374K +$4.9K +66 +2%
SWM
452
Shelton Wealth Management
Texas
$374K +$91.7K +1,235 +42%
FA
453
Fortis Advisors
Pennsylvania
$371K – – –
TI
454
Tidal Investments
Wisconsin
$369K +$307K +4,134 New
BO
455
Bank OZK
Arkansas
$367K -$174K -2,345 -36%
AG
456
AlTi Global
New York
$363K +$302K +4,070 New
PC
457
Pecaut & Co
Iowa
$362K +$301K +4,050 New
WCA
458
Waypoint Capital Advisors
Minnesota
$357K +$74 +1 +0%
MMH
459
Menora Mivtachim Holdings
Israel
$357K – – –
CC
460
Callan Capital
California
$353K +$75.6K +1,018 +35%
FIM
461
Freedom Investment Management
Connecticut
$353K +$294K +3,956 New
M
462
MOTCO
Texas
$353K -$460K -6,188 -61%
NEPWA
463
New England Private Wealth Advisors
Massachusetts
$352K – – –
HG
464
Herbst Group
Connecticut
$351K – – –
MBT
465
Montecito Bank & Trust
California
$348K – – –
WSC
466
Wellington Shields & Co
New York
$348K – – –
AWM
467
Avaii Wealth Management
Wisconsin
$346K +$15.1K +203 +6%
BFA
468
Beaumont Financial Advisors
Massachusetts
$344K – – –
MCA
469
Millennium Capital Advisors
Arkansas
$342K +$1.11K +15 +0.4%
CWM
470
Circle Wealth Management
New Jersey
$335K – – –
NCM
471
NCM Capital Management
New Jersey
$334K -$3.71K -50 -1%
IIC
472
Ironwood Investment Counsel
Arizona
$327K -$1.78K -24 -0.7%
EWA
473
Exencial Wealth Advisors
Oklahoma
$322K – – –
PMG
474
ProVise Management Group
Florida
$322K -$33.3K -449 -11%
CB
475
Commerce Bank
Missouri
$321K – – –
17 18
19
20 21