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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
501
Beaumont Financial Advisors
Massachusetts
$343K +$2.26K +23 +0.7%
BAAM
502
Baker Avenue Asset Management
California
$343K +$341K +3,467 New
MIM
503
Miller Investment Management
Pennsylvania
$339K -$309K -3,140 -48%
AWM
504
Aries Wealth Management
Maine
$339K +$89.9K +915 +36%
MFA
505
Mayflower Financial Advisors
Massachusetts
$338K -$12.6K -128 -4%
GVAG
506
Great Valley Advisor Group
Delaware
$337K +$73.3K +746 +28%
CA
507
CWC Advisors
Oregon
$334K +$332K +3,381 New
DA
508
Doliver Advisors
Texas
$332K -$9.82K -100 -3%
CIA
509
Concurrent Investment Advisors
Florida
$326K -$983 -10 -0.3%
WPP
510
Whalerock Point Partners
Rhode Island
$326K – – –
CFO
511
Collective Family Office
Pennsylvania
$325K +$71.4K +727 +28%
PIA
512
Powell Investment Advisors
Florida
$323K – – –
IIC
513
Ironwood Investment Counsel
Arizona
$321K -$4.42K -45 -1%
KWA
514
Kingswood Wealth Advisors
California
$319K -$217K -2,213 -41%
PFS
515
Prospera Financial Services
Texas
$319K -$165K -1,677 -34%
ACM
516
AlphaStar Capital Management
North Carolina
$315K +$313K +3,187 New
FM
517
Family Management
New York
$314K -$319K -3,247 -51%
CB
518
Commerce Bank
Missouri
$312K -$43.1K -439 -12%
BCWM
519
Bartlett & Co Wealth Management
Ohio
$308K – – –
WA
520
WBH Advisory
Maryland
$306K +$305K +3,101 New
WA
521
WP Advisors
California
$305K -$1.03M -10,452 -77%
BCM
522
Brookstone Capital Management
Illinois
$305K -$1.58M -16,122 -84%
AWM
523
Avaii Wealth Management
Wisconsin
$304K -$29.2K -297 -9%
CHAM
524
Clear Harbor Asset Management
Connecticut
$304K +$5.89K +60 +2%
TCOV
525
Trust Company of Vermont
Vermont
$302K +$13.6K +138 +5%
19 20
21
22 23