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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
476
Fortis Advisors
Pennsylvania
$344K – – –
RBCM
477
Raub Brock Capital Management
California
$340K +$48.6K +600 +17%
KTC
478
Kistler-Tiffany Companies
Pennsylvania
$337K -$41.7K -515 -11%
PMG
479
ProVise Management Group
Florida
$336K – – –
DIP
480
Davis Investment Partners
North Carolina
$335K +$317K +3,920 New
CCG
481
Coastwise Capital Group
California
$334K -$48.6K -600 -13%
WCA
482
Waypoint Capital Advisors
Minnesota
$332K – – –
IAS
483
Insigneo Advisory Services
Florida
$331K +$323K +3,990 New
BPCE
484
Bank Pictet & Cie (Europe)
Germany
$330K – – –
BCWM
485
Bartlett & Co Wealth Management
Ohio
$327K – – –
BC
486
Bartlett & Co
Ohio
$327K – – –
TCOV
487
Trust Company of Vermont
Vermont
$326K -$75.8K -936 -19%
MBT
488
Montecito Bank & Trust
California
$324K – – –
WSC
489
Wellington Shields & Co
New York
$324K – – –
WW
490
Waterfront Wealth
Kansas
$322K -$101K -1,250 -26%
WAP
491
Wealthcare Advisory Partners
Pennsylvania
$322K -$584K -7,214 -65%
BFA
492
Beaumont Financial Advisors
Massachusetts
$320K -$162 -2 -0.1%
TWP
493
Tempus Wealth Planning
California
$318K -$61.7K -762 -17%
WPP
494
Whalerock Point Partners
Rhode Island
$318K -$40.5K -500 -12%
HIA
495
Harbor Investment Advisory
Maryland
$316K -$130K -1,600 -30%
NCM
496
NCM Capital Management
New Jersey
$311K – – –
PAMS
497
Pictet Asset Management (Switzerland)
Switzerland
$310K – – –
PWM
498
Perigon Wealth Management
California
$309K +$302K +3,728 New
YDMI
499
Y.D. More Investments
Israel
$308K +$303K +3,740 New
BSW
500
Buckingham Strategic Wealth
Missouri
$307K +$300K +3,702 New
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