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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
YP
301
Yellowstone Partners
Idaho
$289K -$15.1K -126 -4%
TCM
302
Telos Capital Management
California
$289K +$18.7K +156 +6%
EWM
303
Evercore Wealth Management
New York
$285K +$104K +870 +45%
CSIC
304
Clifford Swan Investment Counsel
California
$285K +$119K +993 +55%
JIC
305
Johnson Investment Counsel
Ohio
$282K -$16.2K -135 -5%
TYCC
306
Texas Yale Capital Corp
Florida
$281K – – –
AMG
307
Asset Management Group
Connecticut
$278K – – –
BWFM
308
Bridgewater Wealth & Financial Management
Maryland
$276K +$109K +912 +50%
NCMW
309
Northern Capital Management (Wisconsin)
Wisconsin
$270K – – –
DWA
310
Douglass Winthrop Advisors
New York
$268K +$63K +525 +25%
IH
311
IFC Holdings
Florida
$266K -$17.6K -147 -5%
SWP
312
Stratos Wealth Partners
Ohio
$262K -$132K -1,104 -30%
DP
313
Dearborn Partners
Illinois
$262K -$88.2K -735 -22%
PWLP
314
Prio Wealth Limited Partnership
Massachusetts
$259K -$25.2K -210 -8%
CCM
315
Condor Capital Management
New Jersey
$251K -$112K -933 -27%
IWMPD
316
Integrated Wealth Management (Palm Desert)
California
$248K +$160K +1,338 +120%
TBA
317
Train Babcock Advisors
New York
$247K – – –
AIC
318
Ayalon Insurance Company
Israel
$245K – – –
MCM
319
Maryland Capital Management
Maryland
$243K -$45.7K -381 -14%
SGCA
320
Steel Grove Capital Advisors
Tennessee
$243K – – –
WPC
321
Waters Parkerson & Co
Louisiana
$243K – – –
JWM
322
Jackson Wealth Management
Florida
$242K +$38.9K +324 +16%
AWM
323
AllSquare Wealth Management
New York
$241K -$5.4K -45 -2%
ASN
324
Advisory Services Network
Georgia
$241K +$59.7K +498 +26%
PWW
325
Pettyjohn Wood & White
Virginia
$235K – – –
11 12
13
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