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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
JT
276
Jump Trading
Illinois
$803K +$783K +7,361 New
SFP
277
Shepherd Financial Partners
Massachusetts
$794K – – –
VCM
278
Vivaldi Capital Management
Illinois
$788K -$518K -4,870 -40%
VFA
279
Voya Financial Advisors
Connecticut
$782K -$213 -2 -0%
BAM
280
Belpointe Asset Management
Nevada
$782K +$763K +7,169 New
WT
281
Whittier Trust
California
$762K +$6.38K +60 +0.9%
SW
282
SVB Wealth
Massachusetts
$762K +$743K +6,989 New
HCA
283
Harbour Capital Advisors
Virginia
$760K -$48.9K -460 -6%
FWIA
284
Fort Washington Investment Advisors
Ohio
$756K -$261K -2,450 -26%
CT
285
Coastline Trust
Rhode Island
$746K +$2.13K +20 +0.3%
SPC
286
Sigma Planning Corp
Michigan
$732K +$141K +1,324 +25%
DP
287
Dearborn Partners
Illinois
$724K +$2.23K +21 +0.3%
EGA
288
Eagle Global Advisors
Texas
$718K +$415K +3,900 +145%
VCM
289
Vigilant Capital Management
Maine
$717K – – –
KFP
290
KMG Fiduciary Partners
Ohio
$713K +$166K +1,557 +31%
FVCM
291
F&V Capital Management
Florida
$703K -$14.9K -140 -2%
CAM
292
Cozad Asset Management
Illinois
$699K -$12.8K -120 -2%
KWMG
293
King Wealth Management Group
Florida
$695K -$65.5K -616 -9%
WP
294
WealthSource Partners
California
$693K +$459K +4,315 +212%
MWM
295
Modera Wealth Management
New Jersey
$692K -$59.9K -563 -8%
FIM
296
Fernwood Investment Management
Massachusetts
$692K -$53.2K -500 -7%
ASN
297
Advisory Services Network
Georgia
$686K -$5.42M -50,983 -89%
AFM
298
Abbot Financial Management
Massachusetts
$683K +$38.7K +364 +6%
PWMAG
299
Pinnacle Wealth Management Advisory Group
New Jersey
$681K +$394K +3,700 +145%
NWP
300
Northstar Wealth Partners
Connecticut
$661K – – –
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12
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