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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
601
Cranbrook Wealth Management
Michigan
$59.2K – – –
OIA
602
Optimum Investment Advisors
Illinois
$53.3K -$12.4K -150 -18%
TF
603
Tompkins Financial
New York
$53.3K – – –
GI
604
Gradient Investments
Minnesota
$51.3K – – –
CFGS
605
Concourse Financial Group Securities
Alabama
$48.2K – – –
KFI
606
Key Financial Inc
Pennsylvania
$46.9K -$12.4K -150 -20%
MPWT
607
MassMutual Private Wealth & Trust
Connecticut
$46K – – –
PFBT
608
Parkside Financial Bank & Trust
Missouri
$45.2K – – –
OSNBOA
609
Old Second National Bank of Aurora
Illinois
$44.4K – – –
FHA
610
First Horizon Advisors
Tennessee
$43.5K +$18.3K +221 +63%
C
611
Covestor
United Kingdom
$41K -$22.5K -271 -34%
EWP
612
Elevation Wealth Partners
California
$40.7K +$44.3K +534 New
AAP
613
Arax Advisory Partners
Colorado
$39.2K – – –
FCA
614
Fortis Capital Advisors
Kansas
$38.4K +$4.15K +50 +11%
DSC
615
Duncker Streett & Co
Missouri
$38.1K – – –
FFA
616
Farther Finance Advisors
California
$38.1K +$39K +470 +1,567%
FWM
617
Focused Wealth Management
New York
$37.1K -$3.47M -41,779 -99%
TWA
618
TCI Wealth Advisors
Arizona
$35.7K – – –
EWM
619
Evermay Wealth Management
Virginia
$35.3K – – –
FNBOSM
620
First National Bank of South Miami
Florida
$35.1K – – –
CWM
621
Compass Wealth Management
Connecticut
$30.9K – – –
MTIC
622
Missouri Trust & Investment Company
Missouri
$30.5K -$8.3K -100 -20%
MFT
623
Moisand Fitzgerald Tamayo
Florida
$30.5K – – –
AWM
624
AllSquare Wealth Management
New York
$27.9K – – –
NIC
625
Northwest Investment Counselors
Oregon
$26.7K +$29K +350 New
23 24
25
26 27