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iShares Biotechnology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
251
Lyell Wealth Management
California
$931K +$92.3K +676 +12%
Tudor Investment Corp
252
Tudor Investment Corp
Connecticut
$931K +$880K +6,450 New
SW
253
SteelPeak Wealth
California
$929K +$62.5K +458 +8%
WB
254
Webster Bank
Connecticut
$926K
WWM
255
Westwood Wealth Management
California
$923K -$66.2K -485 -7%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$921K -$18.8K -138 -2%
WANY
257
Wealthspire Advisors (New York)
New York
$918K -$76.4K -560 -8%
EFS
258
Essex Financial Services
Connecticut
$910K -$54.3K -398 -6%
BCM
259
Brookstone Capital Management
Illinois
$910K -$1.16M -8,520 -57%
ORC
260
O'Rourke & Company
Massachusetts
$909K -$29.1K -213 -3%
SVWAG
261
Sound View Wealth Advisors Group
Georgia
$906K -$15.6K -114 -2%
Pathstone Holdings
262
Pathstone Holdings
New Jersey
$900K -$164K -1,201 -16%
KPWS
263
Kestra Private Wealth Services
Texas
$897K -$81.9K -600 -9%
QT
264
Quantbot Technologies
New York
$896K -$554K -4,057 -40%
KCM
265
Kornitzer Capital Management
Kansas
$884K +$836K +6,125 New
QCM
266
Quantinno Capital Management
New York
$878K +$241K +1,764 +41%
MIC
267
Means Investment Company
Maine
$877K -$69.1K -506 -8%
MWM
268
Modera Wealth Management
New Jersey
$876K -$25.9K -190 -3%
MFG
269
Magnus Financial Group
New York
$874K -$669K -4,901 -45%
Bank of New York Mellon
270
Bank of New York Mellon
New York
$867K -$95.7K -701 -10%
AWM
271
Aprio Wealth Management
Georgia
$864K -$971K -7,117 -54%
CWA
272
Clarity Wealth Advisors
California
$847K -$355K -2,602 -31%
EWM
273
Endowment Wealth Management
Wisconsin
$847K +$175K +1,280 +28%
SCA
274
Snowden Capital Advisors
New York
$843K +$3.14K +23 +0.4%
AF
275
Allworth Financial
California
$838K -$34.9K -256 -4%