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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
601
Aptus Capital Advisors
Alabama
$41K +$43.8K +363 New
CB
602
CNB Bank
Pennsylvania
$40K -$140K -1,163 -77%
FHA
603
First Horizon Advisors
Tennessee
$40K – – –
BAM
604
Bellevue Asset Management
Washington
$39K – – –
CTC
605
Central Trust Company
Missouri
$39K – – –
SWA
606
SOA Wealth Advisors
New York
$37K -$78.8K -653 -66%
AA
607
Ancora Advisors
Ohio
$37K +$10.1K +84 +34%
CHA
608
Carmichael Hill & Associates
Maryland
$36K – – –
S
609
SignatureFD
Georgia
$35K – – –
CH
610
Canton Hathaway
Rhode Island
$34K -$6.03K -50 -14%
DSC
611
Duncker Streett & Co
Missouri
$34K – – –
HCM
612
Highlander Capital Management
New Jersey
$34K – – –
LB
613
Legacy Bridge
Iowa
$33K – – –
CF
614
Concorde Financial
Texas
$33K +$36.2K +300 New
RAM
615
Riggs Asset Management
Pennsylvania
$32K -$38.4K -318 -53%
RMC
616
Resources Management Corp
Connecticut
$32K +$1.81K +15 +5%
AWM
617
Accel Wealth Management
Iowa
$30K – – –
KFI
618
Key Financial Inc
Pennsylvania
$30K – – –
EWM
619
EPG Wealth Management
Georgia
$29K – – –
POIA
620
Pin Oak Investment Advisors
Texas
$29K +$3.02K +25 +11%
IF
621
Integrity Financial
Wyoming
$29K +$31.5K +261 New
BDWM
622
Brewin Dolphin Wealth Management
Ireland
$28K – – –
GWSG
623
GPS Wealth Strategies Group
Colorado
$25K – – –
AIM
624
Axiom Investment Management
New York
$25K +$27.1K +225 New
BBPWM
625
Blue Bell Private Wealth Management
Pennsylvania
$23K +$25.1K +208 New
23 24
25
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