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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
326
Northeast Financial Consultants
Connecticut
$1.06M +$58.9K +350 +6%
SWM
327
Spire Wealth Management
Virginia
$1.04M +$54.7K +325 +5%
EW
328
Evoke Wealth
California
$1.03M – – –
CT
329
Coastline Trust
Rhode Island
$1.03M – – –
PTC
330
Private Trust Company
Ohio
$1.03M +$118K +700 +12%
PCP
331
Proficio Capital Partners
Massachusetts
$1.02M – – –
PAS
332
Park Avenue Securities
New York
$989K -$15.3K -91 -1%
TTWM
333
TCV Trust & Wealth Management
Virginia
$989K -$8.41K -50 -0.8%
CGIM
334
Cannon Global Investment Management
Florida
$986K +$1.03M +6,100 New
SMC
335
Smith, Moore & Co
Missouri
$984K +$74.6K +443 +8%
BCV
336
Banque Cantonale Vaudoise
Switzerland
$979K +$103K +614 +11%
FWIA
337
Fort Washington Investment Advisors
Ohio
$973K -$13.5K -80 -1%
OCM
338
Orleans Capital Management
Louisiana
$966K +$1.01M +5,975 New
LSPW
339
Lake Street Private Wealth
Illinois
$953K -$2.19K -13 -0.2%
HL
340
HeadInvest LLC
Maine
$942K +$10.4K +62 +1%
KLI
341
Kelman-Lazarov Inc
Tennessee
$938K -$25.1K -149 -3%
MIM
342
Merrion Investment Management
New Jersey
$937K – – –
MC
343
Mathes Company
New York
$934K – – –
HCA
344
Harbour Capital Advisors
Virginia
$932K -$5.05K -30 -0.5%
SBH
345
Segall Bryant & Hamill
Illinois
$926K -$39.9K -237 -4%
TA
346
TruWealth Advisors
Louisiana
$913K -$34K -202 -3%
AFM
347
Abbot Financial Management
Massachusetts
$905K -$8.41K -50 -0.9%
DP
348
Dearborn Partners
Illinois
$895K -$10.4K -62 -1%
AW
349
ACG Wealth
Georgia
$891K -$34K -202 -4%
WMP
350
Wealth Management Partners
Arizona
$887K -$84K -499 -8%
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