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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
526
HBW Advisory Services
California
$321K +$314K +2,516 New
AFS
527
AFG Fiduciary Services
Massachusetts
$320K -$18K -144 -5%
SAM
528
Sherman Asset Management
California
$320K +$19.7K +158 +7%
FSAG
529
Financial Solutions Advisory Group
Illinois
$320K +$312K +2,502 New
MAM
530
MMA Asset Management
Pennsylvania
$320K +$312K +2,502 New
NCNMGF
531
Nano-Cap New Millennium Growth Fund
New York
$319K -$936K -7,500 -75%
MMH
532
Menora Mivtachim Holdings
Israel
$319K -$312K -2,500 -50%
CC
533
Courier Capital
New York
$317K +$20.6K +165 +7%
AIM
534
Aspen Investment Management
Michigan
$316K +$309K +2,472 New
IIC
535
Ironwood Investment Counsel
Arizona
$315K – – –
NWA
536
Navis Wealth Advisors
New York
$315K +$82.8K +663 +37%
CIS
537
Continental Investors Services
Washington
$312K – – –
GFPC
538
Global Financial Private Client
Florida
$308K +$60.5K +485 +25%
SG
539
StoneX Group
New York
$305K +$71.9K +576 +31%
SW
540
Simplicity Wealth
New Jersey
$302K -$24K -192 -8%
IP
541
Ignite Planners
California
$302K +$1.87K +15 +0.6%
SEIA
542
Signature Estate & Investment Advisors
California
$302K – – –
CAM
543
Covenant Asset Management
New Jersey
$299K – – –
SI
544
Stephens Inc
Arkansas
$297K – – –
ST
545
Spinnaker Trust
Maine
$295K – – –
VWA
546
Visionary Wealth Advisors
Illinois
$295K +$11.1K +89 +4%
SGCA
547
Steel Grove Capital Advisors
Tennessee
$290K – – –
TFM
548
Trademark Financial Management
Minnesota
$287K +$281K +2,249 New
RRA
549
Round Rock Advisors
Connecticut
$283K -$7.49K -60 -3%
AIM
550
Anchor Investment Management
South Carolina
$283K -$7.62K -61 -3%
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