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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
551
Cardiff Park Advisors
California
$191K – – –
ASBI
552
American State Bank (Iowa)
Iowa
$184K +$22.4K +270 +13%
EL
553
EMFO LLC
Florida
$175K – – –
HWM
554
HighMark Wealth Management
Minnesota
$171K – – –
WP
555
WealthShield Partners
North Carolina
$168K -$664K -8,000 -78%
GCM
556
Goldstream Capital Management
Hong Kong
$168K -$1.03M -12,400 -85%
GWM
557
Geneos Wealth Management
Colorado
$163K +$996 +12 +0.6%
WP
558
WealthPLAN Partners
Nebraska
$160K +$174K +2,102 New
NCM
559
Next Capital Management
New York
$152K +$166K +2,000 New
TH
560
TCTC Holdings
Texas
$150K +$1.91K +23 +1%
GFL
561
Granite FO LLC
New Hampshire
$148K +$154K +1,850 New
BONH
562
Bank of New Hampshire
New Hampshire
$148K -$4.98K -60 -3%
FWP
563
FAS Wealth Partners
Kansas
$144K +$11.1K +134 +8%
JHCP
564
Jackson Hole Capital Partners
Oklahoma
$140K – – –
VFA
565
Values First Advisors
Tennessee
$139K -$18K -217 -11%
TRCT
566
Tower Research Capital (TRC)
New York
$138K +$145K +1,742 +2,419%
AA
567
Ancora Advisors
Ohio
$136K – – –
FMP
568
Financial Management Professionals
Texas
$133K +$111K +1,342 +328%
ST
569
Skorpios Trust
Cyprus
$128K – – –
PO
570
Private Ocean
California
$123K +$4.15K +50 +3%
BAAM
571
Baker Avenue Asset Management
California
$122K -$17.3K -208 -11%
LFG
572
Larson Financial Group
Missouri
$122K -$122K -1,471 -48%
AF
573
Arrow Financial
New York
$120K – – –
JEST
574
JTC Employer Solutions Trustee
Jersey
$118K – – –
PTC
575
Private Trust Company
Ohio
$118K -$6.22K -75 -5%
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