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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
LOWM
751
Laurel Oak Wealth Management
New Jersey
$207K +$177K +1,310 New
CWP
752
Cyndeo Wealth Partners
Florida
$207K +$176K +1,305 New
HFO
753
Heritage Family Offices
Arizona
$206K +$176K +1,300 New
PEWA
754
Pacific Excel Wealth Advisors
California
$206K +$176K +1,300 New
BWP
755
Baldwin Wealth Partners
Massachusetts
$205K +$175K +1,295 New
PAW
756
Plan A Wealth
Nebraska
$204K +$175K +1,292 New
CL
757
Choreo LLC
Illinois
$204K +$175K +1,292 New
AWM
758
Aprio Wealth Management
Georgia
$204K +$174K +1,289 New
WH
759
Willner & Heller
California
$203K +$174K +1,284 New
PL
760
PeakShares LLC
Florida
$203K -$54.1K -400 -24%
EWS
761
Evergreen Wealth Solutions
Pennsylvania
$202K +$174K +1,288 New
PFA
762
Pettinga Financial Advisors
Indiana
$202K -$525K -3,886 -75%
GWM
763
Gilpin Wealth Management
Colorado
$201K +$1.08K +8 +0.6%
FBC
764
Fairfield, Bush & Co
Connecticut
$201K +$172K +1,270 New
AF
765
Allworth Financial
California
$201K -$34.5K -255 -17%
GCA
766
Genesee Capital Advisors
New York
$201K +$172K +1,269 New
RFA
767
Rollins Financial Advisors
New York
$200K +$171K +1,266 New
CF
768
Centaurus Financial
California
$199K – – –
NEWAS
769
N.E.W. Advisory Services
Wisconsin
$199K +$101K +747 +147%
CA
770
CoreCap Advisors
Michigan
$196K -$48.5K -359 -22%
DJSG
771
D.J. St. Germain
Massachusetts
$196K +$5.27K +39 +3%
CFD
772
Creative Financial Designs
Indiana
$189K +$108K +797 +201%
EWA
773
EverSource Wealth Advisors
Alabama
$188K -$2.29M -16,904 -93%
IAAG
774
Innovative Asset Advisors Group
Connecticut
$186K +$33.8K +250 +27%
MIM
775
MetLife Investment Management
New Jersey
$185K +$1.08K +8 +0.7%
29 30
31
32 33