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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
276
Symphony Asset Management
California
$343K +$331K +3,000 New
RG
277
Rathbones Group
United Kingdom
$332K – – –
EP
278
Edgestream Partners
New Jersey
$330K +$318K +2,880 New
UBWV
279
United Bank (West Virginia)
West Virginia
$326K – – –
TYCC
280
Texas Yale Capital Corp
Florida
$318K – – –
AMG
281
Asset Management Group
Connecticut
$315K – – –
IH
282
IFC Holdings
Florida
$314K +$17.9K +162 +6%
KAM
283
Keeley Asset Management
Illinois
$311K – – –
SWP
284
Stratos Wealth Partners
Ohio
$307K +$296K +2,688 New
NCMW
285
Northern Capital Management (Wisconsin)
Wisconsin
$306K – – –
SWM
286
Segment Wealth Management
Texas
$301K – – –
CNB
287
City National Bank
Delaware
$301K +$290K +2,625 New
JWM
288
Jackson Wealth Management
Florida
$298K -$131K -1,191 -31%
FANJ
289
Financial Architects (New Jersey)
New Jersey
$295K +$218K +1,980 +330%
PWLP
290
Prio Wealth Limited Partnership
Massachusetts
$293K +$23.2K +210 +9%
TCM
291
Telos Capital Management
California
$283K +$2.98K +27 +1%
TBA
292
Train Babcock Advisors
New York
$280K – – –
V
293
Veritable
Delaware
$280K – – –
WPC
294
Waters Parkerson & Co
Louisiana
$275K – – –
PAS
295
Partnervest Advisory Services
California
$275K +$4.3K +39 +2%
EWM
296
Endurance Wealth Management
Rhode Island
$269K – – –
RCAG
297
Rehmann Capital Advisory Group
Michigan
$269K +$15.2K +138 +6%
AWM
298
AllSquare Wealth Management
New York
$268K +$21.5K +195 +9%
AIC
299
Ayalon Insurance Company
Israel
$266K +$256K +2,325 New
JPTCCM
300
J.P. Turner & Co Capital Management
Georgia
$264K -$150K -1,356 -36%
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