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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
GBWM
601
Granite Bay Wealth Management
New Hampshire
$232K +$227K +2,449 New
AWM
602
Axxcess Wealth Management
California
$231K – – –
UCFA
603
United Capital Financial Advisors
Texas
$229K +$4.18K +45 +2%
RIA
604
Regal Investment Advisors
Michigan
$227K +$222K +2,397 New
PAA
605
Peregrine Asset Advisers
Oregon
$227K -$3.53K -38 -2%
SS
606
Sound Stewardship
Kansas
$226K -$21.2K -228 -9%
HCMT
607
Highland Capital Management (Tennessee)
Tennessee
$225K +$220K +2,375 New
LSPW
608
Lake Street Private Wealth
Illinois
$225K +$8.81K +95 +4%
DA
609
Doliver Advisors
Texas
$224K -$4.64K -50 -2%
GFS
610
GYL Financial Synergies
Connecticut
$223K -$14.8K -160 -6%
AIM
611
Aurora Investment Managers
Florida
$221K -$56.8K -612 -21%
RA
612
RFG Advisory
Alabama
$219K +$215K +2,313 New
CIS
613
Continental Investors Services
Washington
$219K – – –
BCM
614
Bourgeon Capital Management
Connecticut
$217K +$32.7K +352 +18%
IAIM
615
International Assets Investment Management
Florida
$217K +$215K +2,314 New
CBFP
616
Cedar Brook Financial Partners
Ohio
$217K – – –
EFS
617
Essex Financial Services
Connecticut
$215K -$186 -2 -0.1%
PHS
618
Pekin Hardy Strauss
Illinois
$214K +$209K +2,255 New
HWM
619
HighMark Wealth Management
Minnesota
$211K – – –
BCG
620
Breakwater Capital Group
New Jersey
$210K +$205K +2,214 New
IP
621
Investment Partners
Ohio
$210K +$205K +2,213 New
PWM
622
Perigon Wealth Management
California
$208K -$313K -3,375 -61%
CAG
623
Csenge Advisory Group
Florida
$207K +$203K +2,186 New
VFA
624
Values First Advisors
Tennessee
$207K -$45.4K -489 -18%
CPIA
625
Cornell Pochily Investment Advisors
New York
$207K -$40.7K -439 -17%
23 24
25
26 27