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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
326
Clarus Wealth Advisors
Arizona
$851K -$66.2K -519 -8%
TTWM
327
TCV Trust & Wealth Management
Virginia
$851K – – –
UAS
328
United Asset Strategies
New York
$850K -$101K -789 -11%
PGAM
329
Princeton Global Asset Management
New Jersey
$848K – – –
SFP
330
Shepherd Financial Partners
Massachusetts
$840K +$17.6K +138 +2%
AFM
331
Abbot Financial Management
Massachusetts
$832K – – –
LWM
332
Laidlaw Wealth Management
New York
$829K +$55.8K +438 +8%
CT
333
Coastline Trust
Rhode Island
$828K -$44.6K -350 -5%
KLI
334
Kelman-Lazarov Inc
Tennessee
$823K -$25.5K -200 -3%
HCA
335
Harbour Capital Advisors
Virginia
$804K – – –
MWM
336
Modera Wealth Management
New Jersey
$794K -$15.8K -124 -2%
MC
337
Mathes Company
New York
$789K -$84.8K -665 -10%
DP
338
Dearborn Partners
Illinois
$784K – – –
QWM
339
Quaker Wealth Management
New Jersey
$783K -$943K -7,401 -56%
AA
340
Ancora Advisors
Ohio
$779K +$12.6K +99 +2%
IA
341
IFG Advisory
Georgia
$773K +$255 +2 +0%
BCM
342
Brasada Capital Management
Texas
$763K +$711K +5,579 New
IWC
343
Integrated Wealth Concepts
Massachusetts
$761K +$388K +3,043 +121%
CA
344
Calton & Associates
Florida
$752K -$602K -4,722 -46%
ISL
345
Ingalls & Snyder LLC
New York
$752K +$36.1K +283 +5%
EA
346
Elm Advisors
California
$749K -$19.1K -150 -3%
FIM
347
Fernwood Investment Management
Massachusetts
$749K – – –
WDL
348
Well Done LLC
Michigan
$749K +$699K +5,481 New
TJHA
349
Thomas J. Herzfeld Advisors
Florida
$746K – – –
LWM
350
Lionsbridge Wealth Management
Florida
$746K +$696K +5,463 New
12 13
14
15 16