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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
476
Stephens Inc
Arkansas
$244K +$2.68K +30 +1%
AWA
477
Amplius Wealth Advisors
Pennsylvania
$244K – – –
NW
478
NewEdge Wealth
Pennsylvania
$240K +$265K +2,965 New
SRC
479
Shufro Rose & Co
New York
$239K – – –
CAS
480
CTC Alternative Strategies
Illinois
$239K +$263K +2,944 New
ACM
481
AlphaStar Capital Management
North Carolina
$237K -$4.83K -54 -2%
IA
482
Integrity Alliance
Iowa
$236K +$260K +2,913 New
HNW
483
High Note Wealth
Minnesota
$235K -$151K -1,688 -37%
ESB
484
Essex Savings Bank
Connecticut
$234K +$44.7K +500 +21%
MIM
485
Macroview Investment Management
Maryland
$232K -$609K -6,811 -70%
SIC
486
Sterling Investment Counsel
New York
$232K +$256K +2,862 New
AFS
487
AFG Fiduciary Services
Massachusetts
$232K +$1.88K +21 +0.7%
AWM
488
Avaii Wealth Management
Wisconsin
$231K -$16.9K -189 -6%
PTC
489
Private Trust Company
Ohio
$230K +$16.6K +186 +7%
BCM
490
Bourgeon Capital Management
Connecticut
$229K +$14.6K +163 +6%
DWT
491
Dorsey & Whitney Trust
South Dakota
$227K – – –
GC
492
Grimes & Company
Massachusetts
$226K – – –
EWS
493
Eagle Wealth Strategies
New Jersey
$226K -$15.5K -173 -6%
GL
494
Graypoint LLC
New York
$225K +$89 +1 +0%
FFA
495
Fragasso Financial Advisors
Pennsylvania
$224K +$89 +1 +0%
PCM
496
Parsons Capital Management
Rhode Island
$223K – – –
GVAG
497
Great Valley Advisor Group
Delaware
$223K -$11.5K -129 -4%
SDAM
498
Shulman DeMeo Asset Management
New York
$223K – – –
PCM
499
Poehling Capital Management
Wisconsin
$222K -$8.58K -96 -3%
DI
500
Diligent Investors
California
$219K – – –
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