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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
601
Capital Advisory Group Advisory Services
Minnesota
$52K +$53.6K +580 New
CFN
602
Cordasco Financial Network
Florida
$51K +$6.65K +72 +14%
CWAF
603
Core Wealth Advisors (Florida)
Florida
$50K +$51.7K +560 New
MTIC
604
Missouri Trust & Investment Company
Missouri
$45K – – –
WPWM
605
Western Pacific Wealth Management
Illinois
$44K – – –
COCM
606
Charter Oak Capital Management
New Hampshire
$42K -$20.3K -220 -32%
TWA
607
TCI Wealth Advisors
Arizona
$42K – – –
FNBOSM
608
First National Bank of South Miami
Florida
$41K – – –
EWM
609
Evermay Wealth Management
Virginia
$41K +$923 +10 +2%
ACA
610
Aptus Capital Advisors
Alabama
$40K +$7.57K +82 +23%
JPLA
611
Joseph P. Lucia & Associates
New York
$40K +$41.6K +450 New
CA
612
Clearstead Advisors
Ohio
$38K -$19.2K -208 -33%
CFD
613
Creative Financial Designs
Indiana
$37K -$4.34K -47 -10%
PWMG
614
Prestige Wealth Management Group
New Jersey
$34K – – –
T
615
TCWP
Ohio
$34K +$35.6K +386 New
AWM
616
AllSquare Wealth Management
New York
$33K – – –
FHA
617
First Horizon Advisors
Tennessee
$32K – – –
CTC
618
Central Trust Company
Missouri
$31K – – –
MA
619
MUFG Americas
New York
$31K +$13.6K +147 +74%
CB
620
CNB Bank
Pennsylvania
$30K -$1.57K -17 -5%
RMC
621
Resources Management Corp
Connecticut
$30K +$3.69K +40 +14%
SWA
622
SOA Wealth Advisors
New York
$29K – – –
AA
623
Ancora Advisors
Ohio
$28K -$2.03K -22 -7%
HCM
624
Highlander Capital Management
New Jersey
$27K – – –
LB
625
Legacy Bridge
Iowa
$27K – – –
23 24
25
26 27