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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
301
Perigon Wealth Management
California
$918K +$86.1K +706 +12%
BCM
302
Brookstone Capital Management
Illinois
$917K +$32.8K +269 +4%
CA
303
Calton & Associates
Florida
$905K +$813K +6,664 New
MPCL
304
My Personal CFO LLC
Washington
$904K -$1.59K -13 -0.2%
MWM
305
Modera Wealth Management
New Jersey
$903K -$12.9K -106 -2%
JWCA
306
J.W. Cole Advisors
Florida
$895K -$26.8K -220 -3%
SVWAG
307
Sound View Wealth Advisors Group
Georgia
$893K +$97.4K +798 +14%
SI
308
Stephens Inc
Arkansas
$893K -$78.2K -641 -9%
KWM
309
Keebeck Wealth Management
Illinois
$890K -$179K -1,465 -18%
DP
310
Dearborn Partners
Illinois
$889K +$162K +1,326 +25%
AWM
311
Axxcess Wealth Management
California
$881K +$282K +2,310 +55%
PWP
312
Principle Wealth Partners
Connecticut
$880K -$22.4K -184 -3%
EFS
313
Essex Financial Services
Connecticut
$878K -$53.1K -435 -6%
PSF
314
Pacific Sun Financial
California
$871K -$83.6K -685 -10%
SS
315
Sunbelt Securities
Texas
$869K -$220K -1,803 -22%
SFP
316
Shepherd Financial Partners
Massachusetts
$866K +$778K +6,376 New
HIC
317
Holderness Investments Company
North Carolina
$863K +$775K +6,351 New
GIA
318
Gladstone Institutional Advisory
Florida
$858K +$51.2K +420 +7%
PMG
319
ProVise Management Group
Florida
$856K -$2.56K -21 -0.3%
WT
320
Whittier Trust
California
$856K -$21.1K -173 -3%
WA
321
Waverly Advisors
Alabama
$844K -$73.1K -599 -9%
B
322
Bailard
California
$838K – – –
MC
323
Minot Capital
Colorado
$837K – – –
OA
324
Oxbow Advisors
Texas
$825K – – –
CV
325
Counterweight Ventures
North Carolina
$823K +$739K +6,056 New
11 12
13
14 15