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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
726
Tolleson Wealth Management
Texas
$227K +$194K +1,434 New
VWM
727
Vertrix Wealth Management
Michigan
$227K -$57.6K -426 -23%
GFG
728
GR Financial Group
Arizona
$227K +$193K +1,431 New
NWWA
729
New Wave Wealth Advisors
Arkansas
$226K +$193K +1,430 New
TCOV
730
Trust Company of Vermont
Vermont
$226K +$193K +1,426 New
CAP
731
Cordoba Advisory Partners
New York
$226K +$193K +1,425 New
FFO
732
Fortitude Family Office
Arizona
$222K – – –
MSS
733
Mitchell Sinkler & Starr
Pennsylvania
$222K +$189K +1,400 New
APW
734
Allied Private Wealth
Florida
$221K +$183K +1,353 New
CA
735
Calton & Associates
Florida
$221K -$520K -3,850 -73%
GAA
736
Guardian Asset Advisors
Pennsylvania
$218K +$187K +1,380 New
WCG
737
Weaver Consulting Group
California
$217K +$186K +1,373 New
IMT
738
Investment Management Trust
Massachusetts
$217K +$185K +1,371 New
SEP
739
Southland Equity Partners
Missouri
$217K -$860K -6,365 -82%
HNB
740
Huntington National Bank
Ohio
$217K – – –
TFA
741
Tobias Financial Advisors
Florida
$214K +$183K +1,355 New
AAA
742
Andrews Advisory Associates
Hawaii
$211K +$180K +1,333 New
PSF
743
Pacific Sun Financial
California
$210K +$180K +1,330 New
MAM
744
Milestone Asset Management
Pennsylvania
$210K +$179K +1,327 New
HWM
745
Howard Wealth Management
Connecticut
$209K +$178K +1,318 New
LA
746
Latitude Advisors
Florida
$209K +$178K +1,318 New
ESB
747
Essex Savings Bank
Connecticut
$208K +$177K +1,312 New
LOWM
748
Laurel Oak Wealth Management
New Jersey
$207K +$177K +1,310 New
CWP
749
Cyndeo Wealth Partners
Florida
$207K +$176K +1,305 New
HFO
750
Heritage Family Offices
Arizona
$206K +$176K +1,300 New
28 29
30
31 32