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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
551
Larson Financial Group
Missouri
$149K – – –
GRP
552
Global Retirement Partners
California
$149K +$204K +2,213 New
ASBI
553
American State Bank (Iowa)
Iowa
$148K – – –
AF
554
Arrow Financial
New York
$142K – – –
PO
555
Private Ocean
California
$140K – – –
SQA
556
Simon Quick Advisors
New Jersey
$138K +$54.8K +593 +63%
BWM
557
BigSur Wealth Management
Florida
$135K – – –
FFA
558
Fairfield Financial Advisors
Massachusetts
$134K +$138K +1,491 New
JHCP
559
Jackson Hole Capital Partners
Oklahoma
$129K – – –
MWA
560
Moser Wealth Advisors
Washington
$128K +$72.2K +782 +121%
AF
561
Advisornet Financial
Minnesota
$121K -$29.1K -315 -19%
AA
562
Addison Advisors
Vermont
$121K +$18.5K +200 +18%
HWMA
563
Heritage Wealth Management (Arizona)
Arizona
$119K +$122K +1,320 New
HI
564
Hudock Inc
Pennsylvania
$118K +$6.46K +70 +6%
DC
565
DeDora Capital
California
$118K +$121K +1,314 New
CT
566
Caldwell Trust
Florida
$116K -$9.23K -100 -7%
WWM
567
Wolff Wiese Magana
California
$115K – – –
PK
568
Pflug Koory
Nebraska
$109K – – –
FFWM
569
Future Financial Wealth Management
Ohio
$106K – – –
SWM
570
Selective Wealth Management
Virginia
$103K -$69.3K -750 -39%
PGAM
571
Princeton Global Asset Management
New Jersey
$103K – – –
PCG
572
Private Capital Group
Connecticut
$97K – – –
KPCM
573
Kings Point Capital Management
New York
$90K -$98.1K -1,062 -52%
ED
574
Exane Derivatives
France
$86.5K – – –
SC
575
SouthState Corp
Florida
$85K +$77.6K +840 +764%
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23
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