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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
501
HB Wealth Management
Georgia
$255K -$4.32K -52 -2%
SIC
502
Sterling Investment Counsel
New York
$252K +$4.48K +54 +2%
CIP
503
Capital Insight Partners
Arizona
$251K -$70.9K -855 -21%
KTC
504
Kistler-Tiffany Companies
Pennsylvania
$248K -$66.4K -800 -20%
CHAM
505
Clear Harbor Asset Management
Connecticut
$247K -$2.07K -25 -0.8%
VNA
506
Valley National Advisers
Pennsylvania
$246K – – –
GFS
507
GYL Financial Synergies
Connecticut
$243K +$264K +3,186 New
SRC
508
Shufro Rose & Co
New York
$242K -$387K -4,669 -60%
FDCDDQ
509
Federation des caisses Desjardins du Quebec
Quebec, Canada
$240K – – –
3LCM
510
3D/L Capital Management
Connecticut
$239K -$25.2K -304 -9%
FAP
511
Financial Advisory Partners
Florida
$238K – – –
JJBC
512
James J. Burns & Company
New York
$236K +$257K +3,094 New
PPWM
513
Paragon Private Wealth Management
Kentucky
$234K – – –
PCM
514
Poehling Capital Management
Wisconsin
$234K -$166 -2 -0.1%
FFA
515
Fragasso Financial Advisors
Pennsylvania
$232K – – –
VBWMG
516
Von Berge Wealth Management Group
California
$231K +$249K +3,000 New
TS
517
Tamar Securities
California
$231K +$249 +3 +0.1%
X
518
Xponance
Pennsylvania
$230K -$28.3K -341 -10%
DI
519
Diligent Investors
California
$230K – – –
FAM
520
Formidable Asset Management
Ohio
$230K +$8.71K +105 +4%
GPCM
521
Granite Point Capital Management
Massachusetts
$229K -$166K -2,000 -40%
AWA
522
Amplius Wealth Advisors
Pennsylvania
$229K – – –
SWM
523
Shelton Wealth Management
Texas
$227K +$43.5K +524 +21%
MYIA
524
Mount Yale Investment Advisors
Colorado
$226K +$246K +2,970 New
GBA
525
Garrison Bradford & Associates
New York
$225K – – –
19 20
21
22 23