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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
601
Beaton Management Company
Massachusetts
$212K +$211K +2,150 New
ET
602
Equitable Trust
Tennessee
$211K +$210K +2,138 New
WP
603
WealthShield Partners
North Carolina
$208K +$7.66K +78 +4%
AP
604
Adero Partners
California
$207K +$206K +2,100 New
GC
605
Grimes & Company
Massachusetts
$207K +$206K +2,093 New
AIM
606
Aurora Investment Managers
Florida
$206K +$205K +2,082 New
VFA
607
Values First Advisors
Tennessee
$204K -$6.58K -67 -3%
IP
608
Investment Partners
Ohio
$203K -$12.8K -130 -6%
CPIA
609
Cornell Pochily Investment Advisors
New York
$202K -$11.3K -115 -5%
RWP
610
RWA Wealth Partners
Massachusetts
$202K +$201K +2,045 New
TH
611
TCTC Holdings
Texas
$193K – – –
DWS
612
Dynamic Wealth Strategies
California
$188K +$14.7K +150 +9%
JHCP
613
Jackson Hole Capital Partners
Oklahoma
$182K – – –
VCM
614
Versant Capital Management
Arizona
$178K – – –
S
615
SignatureFD
Georgia
$171K +$1.18K +12 +0.7%
ST
616
Skorpios Trust
Cyprus
$167K – – –
MWA
617
Moser Wealth Advisors
Washington
$166K – – –
ARMT
618
Amica Retiree Medical Trust
Rhode Island
$164K +$163K +1,662 New
MTIC
619
Missouri Trust & Investment Company
Missouri
$161K -$4.91K -50 -3%
MCM
620
Manchester Capital Management
Vermont
$160K +$12.6K +128 +9%
HWA
621
Heritage Wealth Advisors
Virginia
$156K +$155K +1,577 New
AF
622
Arrow Financial
New York
$155K – – –
GFL
623
Granite FO LLC
New Hampshire
$153K -$83.5K -850 -35%
JEST
624
JTC Employer Solutions Trustee
Jersey
$153K – – –
MRCM
625
M&R Capital Management
New Jersey
$148K +$29.6K +301 +25%
23 24
25
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