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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
301
Sound View Wealth Advisors Group
Georgia
$941K +$119K +820 +15%
SFP
302
Shepherd Financial Partners
Massachusetts
$939K +$5.93K +41 +0.6%
RB
303
Richmond Brothers
Michigan
$929K -$132K -911 -12%
BBL
304
Beck Bode LLC
Massachusetts
$918K -$382K -2,640 -30%
KWM
305
Keebeck Wealth Management
Illinois
$918K -$17.8K -123 -2%
GIM
306
Grassi Investment Management
California
$911K -$65.1K -450 -7%
PMG
307
ProVise Management Group
Florida
$908K +$13.2K +91 +1%
BWM
308
BigSur Wealth Management
Florida
$906K – – –
SCA
309
Snowden Capital Advisors
New York
$905K -$24.2K -167 -3%
CM
310
Churchill Management
California
$903K -$153K -1,054 -15%
RFC
311
Regions Financial Corp
Alabama
$900K -$61.8K -427 -6%
MWM
312
Modera Wealth Management
New Jersey
$897K -$20K -138 -2%
MC
313
Minot Capital
Colorado
$897K – – –
WT
314
Whittier Trust
California
$896K +$3.91K +27 +0.4%
SWM
315
Sculati Wealth Management
Michigan
$886K -$498K -3,441 -36%
SG
316
Sharper & Granite
California
$885K +$52.8K +365 +6%
DP
317
Dearborn Partners
Illinois
$882K -$30.4K -210 -3%
PWP
318
Principle Wealth Partners
Connecticut
$878K -$26.8K -185 -3%
EW
319
Evoke Wealth
California
$860K +$855K +5,908 New
FNC
320
First National Corp
Massachusetts
$847K -$1.46M -10,083 -63%
LA
321
LM Advisors
California
$845K -$161K -1,113 -14%
RIL
322
Rothschild Investment LLC
Illinois
$841K +$402K +2,779 +93%
TW
323
TrinityPoint Wealth
Connecticut
$841K +$145 +1 +0%
FFA
324
Farther Finance Advisors
California
$840K +$328K +2,264 +65%
TSWM
325
Tyler-Stone Wealth Management
Ohio
$837K +$467K +3,226 +128%
11 12
13
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