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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
526
L.M. Kohn & Company
Ohio
$239K -$5.27K -71 -3%
SCM
527
Sollinda Capital Management
Florida
$239K +$199K +2,677 New
VFA
528
Values First Advisors
Tennessee
$238K +$62.8K +845 +46%
MYIA
529
Mount Yale Investment Advisors
Colorado
$237K +$197K +2,659 New
PWA
530
Provenance Wealth Advisors
Florida
$237K +$7.43K +100 +4%
PCM
531
Parsons Capital Management
Rhode Island
$237K +$197K +2,650 New
CAI
532
Capital Advisors Inc
Oklahoma
$234K +$195K +2,623 New
BWM
533
BlackDiamond Wealth Management
New York
$234K +$197K +2,648 New
CPIA
534
Cornell Pochily Investment Advisors
New York
$234K +$195K +2,620 New
SS
535
Sound Stewardship
Kansas
$233K -$88.2K -1,188 -31%
SRC
536
Shufro Rose & Co
New York
$232K – – –
PPWM
537
Paragon Private Wealth Management
Kentucky
$231K -$36K -485 -16%
TA
538
Tactive Advisors
Florida
$230K +$191K +2,576 New
RRA
539
Round Rock Advisors
Connecticut
$229K +$190K +2,564 New
IA
540
IFP Advisors
Florida
$228K -$47.2K -636 -20%
MF
541
Montis Financial
Massachusetts
$228K +$189K +2,549 New
JIP
542
Jaffetilchin Investment Partners
Florida
$227K +$189K +2,540 New
BFEC
543
Benjamin F. Edwards & Company
Missouri
$226K -$4.46K -60 -2%
BW
544
Bison Wealth
Georgia
$225K +$187K +2,524 New
KCM
545
KRS Capital Management
Michigan
$224K +$187K +2,513 New
GVAG
546
Great Valley Advisor Group
Delaware
$224K -$190K -2,563 -51%
GFS
547
GYL Financial Synergies
Connecticut
$224K -$47.5K -640 -20%
CPA
548
Cardiff Park Advisors
California
$224K – – –
TCM
549
Tandem Capital Management
New Jersey
$221K -$34.2K -460 -16%
PFS
550
Prospect Financial Services
New York
$221K +$184K +2,471 New
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