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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
301
Modera Wealth Management
New Jersey
$892K -$19.8K -185 -2%
FB
302
Fulton Bank
Pennsylvania
$890K +$107K +999 +14%
CWA
303
Clarus Wealth Advisors
Arizona
$886K +$887K +8,302 New
GT
304
Glenmede Trust
Pennsylvania
$863K +$66.2K +619 +8%
HWA
305
HCR Wealth Advisors
California
$862K +$6.41K +60 +0.7%
TFF
306
The Family Firm
Maryland
$857K +$55.2K +516 +7%
MWP
307
MYCIO Wealth Partners
Pennsylvania
$856K -$128K -1,201 -13%
CT
308
Coastline Trust
Rhode Island
$847K – – –
MA
309
Mutual Advisors
Nebraska
$847K +$848K +7,931 New
FHC
310
First Heartland Consultants
Missouri
$842K -$35.9K -336 -4%
DADC
311
D.A. Davidson & Co
Montana
$834K -$43.1K -403 -5%
AWA
312
AmeriServ Wealth Advisors
Pennsylvania
$831K +$281K +2,633 New
MA
313
MUFG Americas
New York
$828K -$10.7K -100 -1%
KA
314
Kovack Advisors
Florida
$825K +$184K +1,725 +29%
SPC
315
Sigma Planning Corp
Michigan
$814K -$63.8K -597 -7%
RFS
316
Rockefeller Financial Services
New York
$801K – – –
SNBOSD
317
Security National Bank of So Dak
Iowa
$800K -$6.41K -60 -0.8%
FIM
318
Fernwood Investment Management
Massachusetts
$800K +$125K +1,170 +19%
KWMG
319
King Wealth Management Group
Florida
$797K +$214 +2 +0%
AA
320
Ancora Advisors
Ohio
$788K +$428 +4 +0.1%
IWM
321
IHT Wealth Management
Illinois
$769K +$55.6K +520 +8%
KJHP
322
K.J. Harrison & Partners
Ontario, Canada
$764K -$3.64M -34,035 -83%
AIM
323
Aspen Investment Management
Michigan
$763K +$100K +936 +15%
CC
324
Cadinha & Co
Hawaii
$759K +$760K +7,110 New
BJL
325
Brighton Jones LLC
Washington
$742K +$214 +2 +0%
11 12
13
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