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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
651
Lenox Wealth Advisors
New York
$11K – – –
RG
652
Retirement Group
California
$11K – – –
SBL
653
Sargent Bickham Lagudis
Colorado
$11K – – –
CT
654
Cambridge Trust
Massachusetts
$11K +$11.8K +98 New
ZIG
655
Zullo Investment Group
Pennsylvania
$11K +$12.1K +100 New
EW
656
Evoke Wealth
California
$10K -$5.79K -48 -36%
GWS
657
Glassman Wealth Services
Virginia
$9K -$36.2K -300 -79%
BW
658
Bison Wealth
Georgia
$9K -$482 -4 -5%
CA
659
Crewe Advisors
Utah
$9K – – –
LWANC
660
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K – – –
LAS
661
Lloyd Advisory Services
Georgia
$9K +$9.65K +80 New
GWANC
662
Guardian Wealth Advisors (North Carolina)
North Carolina
$9K +$9.89K +82 New
WCAMG
663
Woodard & Company Asset Management Group
North Carolina
$8K – – –
CPFP
664
Clear Perspectives Financial Planning
Ohio
$8K +$8.44K +70 New
NF
665
Norwood Financial
Pennsylvania
$8K +$8.44K +70 New
SGCA
666
Steel Grove Capital Advisors
Tennessee
$8K +$8.44K +70 New
AWM
667
Aspire Wealth Management
Massachusetts
$8K +$8.56K +71 New
GAM
668
Gemmer Asset Management
California
$8K +$9.05K +75 New
AWM
669
Avior Wealth Management
Nebraska
$7K – – –
LPWM
670
Lake Point Wealth Management
Texas
$7K – – –
OCM
671
Orion Capital Management
California
$7K – – –
MFA
672
McClarren Financial Advisors
Pennsylvania
$7K +$7.24K +60 New
SCM
673
Segantii Capital Management
Hong Kong
$6K -$8.48M -70,340 -100%
SW
674
SVB Wealth
Massachusetts
$6K -$447K -3,709 -98%
TFS
675
TrustCore Financial Services
Tennessee
$6K -$1.81K -15 -21%
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