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State Street SPDR S&P Biotech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
701
Creative Financial Designs
Indiana
$39K +$36.6K +319 New
KBFS
702
Kohmann Bosshard Financial Services
Ohio
$37.6K +$35.4K +309 New
CSPIA
703
Cary Street Partners Investment Advisory
Virginia
$37.1K +$6.76K +59 +24%
DFA
704
DHJJ Financial Advisors
Illinois
$36.8K +$115 +1 +0.3%
PWM
705
Provident Wealth Management
Tennessee
$36.6K – – –
BA
706
Ballast Advisors
Minnesota
$36K +$33.8K +295 New
GWS
707
Greykasell Wealth Strategies
California
$34.8K +$32.7K +285 New
FMP
708
Financial Management Professionals
Texas
$34.1K – – –
AWA
709
Acumen Wealth Advisors
Tennessee
$33.5K +$31.5K +275 New
SAM
710
Smartleaf Asset Management
Massachusetts
$31.9K +$30K +262 New
QWM
711
Quaker Wealth Management
New Jersey
$31.8K +$1.26K +11 +4%
LWMI
712
Legacy Wealth Management (Idaho)
Idaho
$31.7K +$29.8K +260 New
SA
713
Scarborough Advisors
Maryland
$31.4K – – –
SWM
714
SHP Wealth Management
Massachusetts
$31.1K +$29.2K +255 New
AF
715
Align Financial
Minnesota
$30.8K +$3.54M +30,848 New
ISWM
716
Intesa Sanpaolo Wealth Management
$30.5K +$28.7K +250 New
FC
717
Fairscale Capital
New Hampshire
$30.1K – – –
TCA
718
Trifecta Capital Advisors
Illinois
$29.9K – – –
ASCM
719
Adkins Seale Capital Management
Louisiana
$29.3K +$27.5K +240 New
PWMG
720
Prestige Wealth Management Group
New Jersey
$28.8K – – –
HWM
721
HighMark Wealth Management
Minnesota
$27K +$115 +1 +0.5%
GSWM
722
Golden State Wealth Management
California
$26.7K – – –
UBS AM
723
UBS AM
Illinois
$26.6K +$25K +218 New
BAM
724
Bellevue Asset Management
Washington
$24.5K – – –
CWM
725
Consultiva Wealth Management
Puerto Rico
$24.4K – – –