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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
301
Northeast Financial Consultants
Connecticut
$935K -$16K -120 -2%
IWM
302
IHT Wealth Management
Illinois
$922K -$130K -971 -13%
GIM
303
Grassi Investment Management
California
$921K -$594K -4,450 -40%
PVI
304
Pine Valley Investments
New Jersey
$920K -$20.4K -153 -2%
NW
305
NewEdge Wealth
Pennsylvania
$916K -$212K -1,587 -19%
RWPA
306
Richard W. Paul & Associates
Michigan
$916K +$126K +944 +16%
MPCL
307
My Personal CFO LLC
Washington
$911K – – –
ORC
308
O'Rourke & Company
Massachusetts
$909K – – –
RFC
309
Regions Financial Corp
Alabama
$907K +$18.2K +136 +2%
GVAG
310
Great Valley Advisor Group
Delaware
$891K -$884K -6,621 -50%
KWM
311
Keebeck Wealth Management
Illinois
$882K – – –
SFP
312
Shepherd Financial Partners
Massachusetts
$880K +$3.47K +26 +0.4%
SCA
313
Snowden Capital Advisors
New York
$876K +$17.4K +130 +2%
SF
314
Summit Financial
New Jersey
$871K +$82K +614 +11%
SPC
315
Sigma Planning Corp
Michigan
$870K +$42.2K +316 +5%
MWM
316
Modera Wealth Management
New Jersey
$864K -$12.3K -92 -1%
DP
317
Dearborn Partners
Illinois
$861K -$21.5K -161 -3%
BWM
318
BigSur Wealth Management
Florida
$854K – – –
PWP
319
Principle Wealth Partners
Connecticut
$853K -$20K -150 -2%
MC
320
Minot Capital
Colorado
$845K – – –
PMG
321
ProVise Management Group
Florida
$843K -$19.5K -146 -2%
WT
322
Whittier Trust
California
$841K – – –
CA
323
Calton & Associates
Florida
$801K -$57.3K -429 -7%
PSF
324
Pacific Sun Financial
California
$801K -$61.4K -460 -7%
SFG
325
Sovereign Financial Group
Connecticut
$798K -$2.94K -22 -0.4%
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