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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
351
Clarus Wealth Advisors
Arizona
$995K +$24.3K +170 +3%
PMG
352
ProVise Management Group
Florida
$988K +$61.2K +428 +7%
FHA
353
Flagship Harbor Advisors
Massachusetts
$979K +$198K +1,387 +27%
SFP
354
Shepherd Financial Partners
Massachusetts
$978K -$16.4K -115 -2%
WMP
355
Wealth Management Partners
Arizona
$970K +$841K +5,888 New
CT
356
Coastline Trust
Rhode Island
$963K +$42.9K +300 +5%
VFA
357
Voya Financial Advisors
Connecticut
$961K +$156K +1,091 +21%
PCP
358
Proficio Capital Partners
Massachusetts
$954K – – –
TTWM
359
TCV Trust & Wealth Management
Virginia
$943K – – –
EFS
360
Essex Financial Services
Connecticut
$943K +$220K +1,541 +33%
LWM
361
Laidlaw Wealth Management
New York
$927K +$48.6K +340 +6%
FWIA
362
Fort Washington Investment Advisors
Ohio
$924K -$28.6K -200 -3%
ACM
363
AlphaStar Capital Management
North Carolina
$905K +$70K +490 +10%
KLI
364
Kelman-Lazarov Inc
Tennessee
$902K -$9.29K -65 -1%
NA
365
NewEdge Advisors
Louisiana
$895K +$24.9K +174 +3%
KPWS
366
Kestra Private Wealth Services
Texas
$894K -$58.3K -408 -7%
LL
367
LPWM LLC
Minnesota
$886K -$100K -702 -11%
AFM
368
Abbot Financial Management
Massachusetts
$884K -$50K -350 -6%
BCM
369
Brasada Capital Management
Texas
$884K +$54.6K +382 +7%
MIM
370
Merrion Investment Management
New Jersey
$879K +$829K +5,800 New
MC
371
Mathes Company
New York
$875K – – –
GSWM
372
Golden State Wealth Management
California
$874K +$552K +3,865 +203%
MBTD
373
Mechanics Bank - Trust Department
California
$871K +$42.9K +300 +6%
DP
374
Dearborn Partners
Illinois
$869K – – –
PTC
375
Private Trust Company
Ohio
$865K -$127K -887 -13%
13 14
15
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