We are live on ! Find out more
XBI icon

State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
476
Robertson Stephens Wealth Management
California
$271K – – –
CIA
477
Capital Investment Advisors
Georgia
$270K – – –
QA
478
Quantitative Advantage
Minnesota
$268K +$296K +1,978 New
TH
479
TCTC Holdings
Texas
$265K – – –
SFA
480
Sequoia Financial Advisors
Ohio
$264K -$159K -1,059 -35%
MF
481
Montis Financial
Massachusetts
$264K – – –
SBH
482
Segall Bryant & Hamill
Illinois
$263K – – –
RCAG
483
Rehmann Capital Advisory Group
Michigan
$261K +$288K +1,925 New
WP
484
WMS Partners
Maryland
$255K – – –
BHWM
485
Bar Harbor Wealth Management
New Hampshire
$255K +$43.4K +290 +18%
HIA
486
Harbor Investment Advisory
Maryland
$254K +$8.98K +60 +3%
SMC
487
Smith, Moore & Co
Missouri
$253K -$5.39K -36 -2%
RVPG
488
Relative Value Partners Group
$248K -$62.6K -418 -19%
AAM
489
Aureus Asset Management
Massachusetts
$247K – – –
MSFS
490
Main Street Financial Solutions
Pennsylvania
$247K +$37.9K +253 +16%
MCM
491
Mengis Capital Management
Oregon
$246K – – –
SBIA
492
Sheaff Brock Investment Advisors
Indiana
$244K -$34.9K -233 -11%
FMBTD
493
First Midwest Bank Trust Division
Illinois
$244K – – –
WA
494
WBH Advisory
Maryland
$244K +$32.6K +218 +14%
SWM
495
SeaCrest Wealth Management
New York
$241K – – –
LA
496
Latitude Advisors
Florida
$238K +$38.8K +259 +17%
CWM
497
CCG Wealth Management
California
$235K – – –
CWC
498
Carolinas Wealth Consulting
North Carolina
$232K – – –
SCM
499
SOL Capital Management
Maryland
$231K – – –
MRCM
500
M&R Capital Management
New Jersey
$230K -$2.39M -15,930 -90%
18 19
20
21 22