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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
726
LVW Advisors
New York
$232K +$198K +1,464 New
TWP
727
Tempus Wealth Planning
California
$232K +$198K +1,464 New
SFS
728
Sunrise Financial Services
Washington
$231K +$2.57K +19 +1%
TWM
729
Tolleson Wealth Management
Texas
$227K +$194K +1,434 New
VWM
730
Vertrix Wealth Management
Michigan
$227K -$57.6K -426 -23%
GFG
731
GR Financial Group
Arizona
$227K +$193K +1,431 New
NWWA
732
New Wave Wealth Advisors
Arkansas
$226K +$193K +1,430 New
TCOV
733
Trust Company of Vermont
Vermont
$226K +$193K +1,426 New
CAP
734
Cordoba Advisory Partners
New York
$226K +$193K +1,425 New
FFO
735
Fortitude Family Office
Arizona
$222K – – –
MSS
736
Mitchell Sinkler & Starr
Pennsylvania
$222K +$189K +1,400 New
APW
737
Allied Private Wealth
Florida
$221K +$183K +1,353 New
CA
738
Calton & Associates
Florida
$221K -$520K -3,850 -73%
GAA
739
Guardian Asset Advisors
Pennsylvania
$218K +$187K +1,380 New
WCG
740
Weaver Consulting Group
California
$217K +$186K +1,373 New
IMT
741
Investment Management Trust
Massachusetts
$217K +$185K +1,371 New
SEP
742
Southland Equity Partners
Missouri
$217K -$860K -6,365 -82%
HNB
743
Huntington National Bank
Ohio
$217K – – –
TFA
744
Tobias Financial Advisors
Florida
$214K +$183K +1,355 New
AAA
745
Andrews Advisory Associates
Hawaii
$211K +$180K +1,333 New
PSF
746
Pacific Sun Financial
California
$210K +$180K +1,330 New
MAM
747
Milestone Asset Management
Pennsylvania
$210K +$179K +1,327 New
HWM
748
Howard Wealth Management
Connecticut
$209K +$178K +1,318 New
LA
749
Latitude Advisors
Florida
$209K +$178K +1,318 New
ESB
750
Essex Savings Bank
Connecticut
$208K +$177K +1,312 New
28 29
30
31 32