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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
576
Pekin Hardy Strauss
Illinois
$230K +$20.2K +225 +10%
ST
577
Spinnaker Trust
Maine
$229K – – –
UCFA
578
United Capital Financial Advisors
Texas
$229K +$5.38K +60 +2%
IAS
579
Insigneo Advisory Services
Florida
$228K -$303K -3,377 -58%
LSPW
580
Lake Street Private Wealth
Illinois
$228K +$7.17K +80 +3%
RVPG
581
Relative Value Partners Group
$228K +$220K +2,454 New
GRP
582
Global Retirement Partners
California
$227K -$15.6K -174 -7%
DP
583
Dearborn Partners
Illinois
$226K +$219K +2,440 New
AWM
584
Axxcess Wealth Management
California
$226K – – –
PWA
585
Provenance Wealth Advisors
Florida
$225K -$20.3K -226 -9%
BCM
586
Bourgeon Capital Management
Connecticut
$225K +$12.1K +135 +6%
JFGIW
587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$223K +$215K +2,401 New
GFL
588
Granite FO LLC
New Hampshire
$223K – – –
SS
589
Sound Stewardship
Kansas
$222K +$1.88K +21 +0.9%
IAN
590
Integrated Advisors Network
Texas
$221K -$413K -4,604 -66%
AFG
591
Atomi Financial Group
New York
$218K -$69.8K -779 -25%
CS
592
Capital Square
Tennessee
$217K -$56.5K -630 -22%
CIS
593
Continental Investors Services
Washington
$217K +$269 +3 +0.1%
RA
594
RFG Advisory
Alabama
$217K +$2.15K +24 +1%
BWP
595
Baldwin Wealth Partners
Massachusetts
$216K -$21.1K -235 -9%
MFG
596
Merit Financial Group
Georgia
$215K +$208K +2,317 New
SDH
597
Sloy Dahl & Holst
Washington
$213K +$206K +2,302 New
4WM
598
49 Wealth Management
Texas
$213K -$22K -245 -10%
SFA
599
Sequoia Financial Advisors
Ohio
$212K -$405K -4,519 -66%
MSS
600
Mitchell Sinkler & Starr
Pennsylvania
$212K +$48.6K +542 +33%
22 23
24
25 26