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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
576
Elm3 Financial Group
Georgia
$421K -$14.5K -107 -4%
AWM
577
Avior Wealth Management
Nebraska
$421K +$111K +819 +45%
SAM
578
Sherman Asset Management
California
$420K +$20K +148 +6%
SRC
579
Shufro Rose & Co
New York
$419K – – –
FSAG
580
Financial Solutions Advisory Group
Illinois
$413K +$1.76K +13 +0.5%
BBP
581
Banco BTG Pactual
Brazil
$413K – – –
WA
582
Waystone Advisors
Washington
$410K -$107K -791 -23%
PCM
583
Poehling Capital Management
Wisconsin
$409K -$12.4K -92 -3%
WANY
584
Wealthspire Advisors (New York)
New York
$408K +$349K +2,578 New
RWP
585
RWA Wealth Partners
Massachusetts
$406K – – –
EIP
586
Ellis Investment Partners
Pennsylvania
$405K +$135 +1 +0%
FPGK
587
Financial Partners Group (Kansas)
Kansas
$405K +$63.7K +471 +23%
M
588
MOTCO
Texas
$404K – – –
DFG
589
Demars Financial Group
Washington
$404K -$6.76K -50 -2%
MWM
590
Melfa Wealth Management
Massachusetts
$402K -$556K -4,115 -62%
IAS
591
Insigneo Advisory Services
Florida
$398K +$55.4K +410 +19%
HAS
592
HBW Advisory Services
California
$397K -$1.22K -9 -0.4%
MC
593
Moors & Cabot
Massachusetts
$396K -$22.3K -165 -6%
MAM
594
MMA Asset Management
Pennsylvania
$396K – – –
MMH
595
Menora Mivtachim Holdings
Israel
$396K – – –
ACA
596
Aptus Capital Advisors
Alabama
$393K -$36.3M -268,233 -99%
CC
597
Courier Capital
New York
$393K – – –
IIC
598
Ironwood Investment Counsel
Arizona
$390K – – –
SAM
599
Synergy Asset Management
Washington
$389K +$332K +2,459 New
NWA
600
Navis Wealth Advisors
New York
$385K -$4.33K -32 -1%
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