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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
526
CRA Financial Services
New Jersey
$222K -$76.3K -633 -24%
HWM
527
HB Wealth Management
Georgia
$221K +$238K +1,973 New
TH
528
TCTC Holdings
Texas
$218K – – –
SWM
529
Selective Wealth Management
Virginia
$213K – – –
SCM
530
SOL Capital Management
Maryland
$213K +$24.1K +200 +12%
SFA
531
Sequoia Financial Advisors
Ohio
$213K +$229K +1,900 New
DTL
532
Dynamic Technology Lab
Singapore
$210K +$227K +1,880 New
CIS
533
Continental Investors Services
Washington
$210K +$282K +2,335 New
AIP
534
Ahrens Investment Partners
Louisiana
$208K -$237K -1,965 -51%
CWM
535
CCG Wealth Management
California
$208K – – –
RVPG
536
Relative Value Partners Group
$205K – – –
AAM
537
Aureus Asset Management
Massachusetts
$204K – – –
SFI
538
SPC Financial Inc
Maryland
$203K -$946K -7,846 -81%
CWC
539
Carolinas Wealth Consulting
North Carolina
$192K – – –
MRCM
540
M&R Capital Management
New Jersey
$190K – – –
ST
541
Skorpios Trust
Cyprus
$189K +$203K +1,686 New
AF
542
Advisornet Financial
Minnesota
$186K -$16K -133 -7%
LFG
543
Larson Financial Group
Missouri
$185K – – –
ASBI
544
American State Bank (Iowa)
Iowa
$185K +$34.4K +285 +21%
AF
545
Arrow Financial
New York
$176K +$4.82K +40 +3%
PO
546
Private Ocean
California
$175K – – –
BWM
547
BigSur Wealth Management
Florida
$168K – – –
JHCP
548
Jackson Hole Capital Partners
Oklahoma
$161K – – –
CT
549
Caldwell Trust
Florida
$156K – – –
NFG
550
Next Financial Group
Texas
$147K -$1.45K -12 -0.9%
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