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State Street SPDR S&P Biotech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
701
Kohmann Bosshard Financial Services
Ohio
$37.6K +$35.4K +309 New
CSPIA
702
Cary Street Partners Investment Advisory
Virginia
$37.1K +$6.76K +59 +24%
DFA
703
DHJJ Financial Advisors
Illinois
$36.8K +$115 +1 +0.3%
PWM
704
Provident Wealth Management
Tennessee
$36.6K
BA
705
Ballast Advisors
Minnesota
$36K +$33.8K +295 New
GWS
706
Greykasell Wealth Strategies
California
$34.8K +$32.7K +285 New
FMP
707
Financial Management Professionals
Texas
$34.1K
AWA
708
Acumen Wealth Advisors
Tennessee
$33.5K +$31.5K +275 New
SAM
709
Smartleaf Asset Management
Massachusetts
$31.9K +$30K +262 New
QWM
710
Quaker Wealth Management
New Jersey
$31.8K +$1.26K +11 +4%
LWMI
711
Legacy Wealth Management (Idaho)
Idaho
$31.7K +$29.8K +260 New
SA
712
Scarborough Advisors
Maryland
$31.4K
SWM
713
SHP Wealth Management
Massachusetts
$31.1K +$29.2K +255 New
AF
714
Align Financial
Minnesota
$30.8K +$3.54M +30,848 New
ISWM
715
Intesa Sanpaolo Wealth Management
$30.5K +$28.7K +250 New
FC
716
Fairscale Capital
New Hampshire
$30.1K
TCA
717
Trifecta Capital Advisors
Illinois
$29.9K
ASCM
718
Adkins Seale Capital Management
Louisiana
$29.3K +$27.5K +240 New
PWMG
719
Prestige Wealth Management Group
New Jersey
$28.8K
HWM
720
HighMark Wealth Management
Minnesota
$27K +$115 +1 +0.5%
GSWM
721
Golden State Wealth Management
California
$26.7K
UBS AM
722
UBS AM
Illinois
$26.6K +$25K +218 New
BAM
723
Bellevue Asset Management
Washington
$24.5K
CWM
724
Consultiva Wealth Management
Puerto Rico
$24.4K
PP
725
Pacifica Partners
Canada
$24.3K