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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
501
Versant Capital Management
Arizona
$74.6K -$71.8K -900 -50%
AWM
502
Activest Wealth Management
Florida
$72.5K +$60.4K +757 +647%
BCV
503
Banque Cantonale Vaudoise
Switzerland
$69K – – –
EWM
504
EPG Wealth Management
Georgia
$67.1K -$14.5K -182 -18%
FWP
505
FAS Wealth Partners
Kansas
$66.7K -$284K -3,555 -82%
PSFG
506
Park Square Financial Group
Georgia
$65.4K +$239 +3 +0.4%
WP
507
WealthShield Partners
North Carolina
$64.2K -$71.8K -900 -54%
CW
508
Curio Wealth
Maryland
$62K +$59.6K +747 +74,700%
AT
509
Avalon Trust
New Mexico
$58.4K – – –
CT
510
Caldwell Trust
Florida
$54.7K – – –
AA
511
Ancora Advisors
Ohio
$54.5K – – –
TWC
512
TD Waterhouse Canada
Ontario, Canada
$54.4K -$76.7K -961 -59%
HI
513
Harbour Investments
Wisconsin
$53.4K -$479 -6 -0.9%
QWM
514
Quaker Wealth Management
New Jersey
$51.7K +$49.7K +623 New
HIA
515
Harbor Investment Advisory
Maryland
$49.8K -$44.7K -560 -48%
HNW
516
High Note Wealth
Minnesota
$49.3K -$183K -2,297 -79%
FDCDDQ
517
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.3K -$20.8K -261 -30%
NEWAS
518
N.E.W. Advisory Services
Wisconsin
$48.8K -$46.7K -585 -50%
CWM
519
Cranbrook Wealth Management
Michigan
$47.8K – – –
HNB
520
Huntington National Bank
Ohio
$45.7K – – –
AC
521
AlphaCore Capital
California
$44.8K +$42.4K +532 +6,650%
AA
522
Addison Advisors
Vermont
$44.4K – – –
EWP
523
Elevation Wealth Partners
California
$44.3K – – –
FC
524
Family CFO
California
$43.6K -$111K -1,395 -73%
RIA
525
Realta Investment Advisors
Delaware
$42.6K -$5.9K -74 -13%
19 20
21
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