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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
351
TCV Trust & Wealth Management
Virginia
$817K – – –
WS
352
Wedbush Securities
California
$805K +$18.7K +109 +3%
FPW
353
Fairvoy Private Wealth
Alabama
$804K -$986K -5,739 -58%
NWA
354
Navis Wealth Advisors
New York
$801K +$172 +1 +0%
MWA
355
Monograph Wealth Advisors
California
$799K – – –
SWA
356
Stratos Wealth Advisors
Ohio
$798K +$38.3K +223 +6%
KWM
357
KFG Wealth Management
Indiana
$791K +$68.4K +398 +11%
HL
358
HeadInvest LLC
Maine
$790K -$3.44K -20 -0.5%
SFP
359
Shepherd Financial Partners
Massachusetts
$786K +$3.27K +19 +0.5%
BBHC
360
Brown Brothers Harriman & Co
New York
$777K -$265K -1,540 -27%
MCA
361
MSH Capital Advisors
Arizona
$777K +$703K +4,088 New
SFG
362
Sovereign Financial Group
Connecticut
$776K -$74.6K -434 -10%
NL
363
NVWM LLC
Pennsylvania
$774K -$129K -752 -16%
AFC
364
AFT Forsyth & Company
Florida
$764K -$22.3K -130 -3%
GM
365
GeoWealth Management
Illinois
$764K +$133K +771 +24%
CMANY
366
Capital Management Associates (New York)
New York
$761K – – –
OCA
367
OpenArc Corporate Advisory
Georgia
$760K -$5.84K -34 -0.8%
CWA
368
Clarity Wealth Advisors
California
$760K -$144K -837 -17%
PVI
369
Pine Valley Investments
New Jersey
$759K +$6.88K +40 +1%
CWP
370
Core Wealth Partners
California
$759K – – –
JIC
371
Johnson Investment Counsel
Ohio
$758K -$24.8K -144 -3%
MWM
372
Meridian Wealth Management
Kentucky
$753K -$33.3K -194 -5%
HIP
373
Harrell Investment Partners
Texas
$753K -$11K -64 -2%
CHAM
374
Clear Harbor Asset Management
Connecticut
$743K +$172 +1 +0%
CW
375
CreativeOne Wealth
Kansas
$741K +$670K +3,897 New
13 14
15
16 17