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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
551
Continental Investors Services
Washington
$211K +$97 +1 +0%
S
552
SignatureFD
Georgia
$210K +$57.9K +598 +34%
PPWM
553
Paragon Private Wealth Management
Kentucky
$208K -$18.5K -191 -8%
SXL
554
Summit X LLC
Missouri
$208K +$223K +2,306 New
SDH
555
Sloy Dahl & Holst
Washington
$207K – – –
IAN
556
Integrated Advisors Network
Texas
$205K -$2.52K -26 -1%
MSAM
557
Moloney Securities Asset Management
Missouri
$205K -$5.33K -55 -2%
FFWA
558
FRG Family Wealth Advisors
Washington
$203K – – –
GHAM
559
Gilman Hill Asset Management
Connecticut
$203K +$218K +2,250 New
FM
560
Family Management
New York
$186K -$108K -1,110 -35%
TH
561
TCTC Holdings
Texas
$180K +$5.13K +53 +3%
VCM
562
Viewpoint Capital Management
Washington
$180K +$194K +2,000 New
FC
563
Family CFO
California
$173K +$47.5K +490 +34%
WP
564
WealthShield Partners
North Carolina
$168K -$22.8K -235 -11%
JHCP
565
Jackson Hole Capital Partners
Oklahoma
$166K – – –
VCM
566
Versant Capital Management
Arizona
$162K – – –
RCA
567
Runnymede Capital Advisors
Ohio
$160K +$173K +1,782 New
AFG
568
Albion Financial Group
Utah
$158K +$170K +1,757 New
ST
569
Skorpios Trust
Cyprus
$152K – – –
ARMT
570
Amica Retiree Medical Trust
Rhode Island
$150K – – –
HWM
571
HighMark Wealth Management
Minnesota
$146K -$58K -599 -27%
MCM
572
Manchester Capital Management
Vermont
$146K – – –
HWA
573
Heritage Wealth Advisors
Virginia
$142K – – –
CA
574
Continuum Advisory
Idaho
$142K -$3.05M -31,453 -95%
GFL
575
Granite FO LLC
New Hampshire
$140K – – –
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