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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
551
Elevation Wealth Partners
California
$53.6K – – –
ATC
552
Adirondack Trust Company
New York
$50.6K – – –
PFG
553
Premier Financial Group
California
$49.9K +$45K +500 New
BF
554
BOK Financial
Oklahoma
$46.5K -$2.34K -26 -5%
CWM
555
Cranbrook Wealth Management
Michigan
$44.7K -$11.7K -130 -23%
AC
556
AlphaCore Capital
California
$44.1K -$9.01K -100 -19%
MFT
557
Moisand Fitzgerald Tamayo
Florida
$40.1K – – –
HHGA
558
Halbert Hargrove Global Advisors
California
$40.1K +$36K +400 New
HR
559
Howe & Rusling
New York
$38.7K – – –
HCM
560
Hollencrest Capital Management
California
$37.8K +$1.53K +17 +5%
JFGIW
561
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37.4K – – –
DCM
562
Davis Capital Management
Florida
$35.3K +$31.7K +352 New
NSG
563
Nalls Sherbakoff Group
Tennessee
$35.1K – – –
EB
564
Eastern Bank
Massachusetts
$33.7K -$9.01K -100 -23%
OIA
565
Optimum Investment Advisors
Illinois
$31.1K +$901 +10 +3%
DFA
566
DHJJ Financial Advisors
Illinois
$30.2K – – –
PWM
567
Provident Wealth Management
Tennessee
$30.1K – – –
GWSG
568
GPS Wealth Strategies Group
Colorado
$29.8K – – –
FMP
569
Financial Management Professionals
Texas
$28.1K -$7.84K -87 -24%
TIM
570
Tortoise Investment Management
New York
$27.6K – – –
SA
571
Scarborough Advisors
Maryland
$25.7K – – –
QWM
572
Quaker Wealth Management
New Jersey
$25.1K -$33.6K -373 -60%
FC
573
Fairscale Capital
New Hampshire
$24.7K – – –
CSPIA
574
Cary Street Partners Investment Advisory
Virginia
$24.5K – – –
TCA
575
Trifecta Capital Advisors
Illinois
$24.5K – – –
21 22
23
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