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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
326
Private Trust Company
Ohio
$893K +$3.12K +23 +0.3%
SFP
327
Shepherd Financial Partners
Massachusetts
$889K +$56.4K +416 +7%
LWM
328
Lionsbridge Wealth Management
Florida
$889K +$150K +1,103 +20%
SS
329
Simplicity Solutions
Minnesota
$884K -$34.7K -256 -4%
COF
330
Capital One Financial
Virginia
$881K -$14.9K -110 -2%
FVCM
331
F&V Capital Management
Florida
$872K – – –
FWIA
332
Fort Washington Investment Advisors
Ohio
$853K – – –
PCP
333
Proficio Capital Partners
Massachusetts
$853K – – –
KPWS
334
Kestra Private Wealth Services
Texas
$849K +$851K +6,272 New
CWA
335
Clarus Wealth Advisors
Arizona
$845K +$7.73K +57 +0.9%
TTWM
336
TCV Trust & Wealth Management
Virginia
$842K – – –
AFM
337
Abbot Financial Management
Massachusetts
$838K +$13.6K +100 +2%
PMG
338
ProVise Management Group
Florida
$826K +$289K +2,127 +54%
CT
339
Cambridge Trust
Massachusetts
$824K -$128K -941 -13%
CT
340
Coastline Trust
Rhode Island
$821K – – –
BCV
341
Banque Cantonale Vaudoise
Switzerland
$818K +$459K +3,380 +127%
AC
342
Aristides Capital
Kentucky
$815K -$4.93M -36,356 -86%
KWM
343
Kingsview Wealth Management
Oregon
$815K -$1.06M -7,847 -57%
KLI
344
Kelman-Lazarov Inc
Tennessee
$815K – – –
JCM
345
JS Capital Management
New York
$799K -$1.4M -10,300 -64%
BCM
346
Bayesian Capital Management
New York
$798K +$800K +5,894 New
HCA
347
Harbour Capital Advisors
Virginia
$796K – – –
ISL
348
Ingalls & Snyder LLC
New York
$791K +$46.1K +340 +6%
SMC
349
Smith, Moore & Co
Missouri
$785K – – –
LWM
350
Laidlaw Wealth Management
New York
$783K -$38.3K -282 -5%
12 13
14
15 16