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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
351
Kelman-Lazarov Inc
Tennessee
$974K – – –
SMC
352
Smith, Moore & Co
Missouri
$971K -$106K -688 -11%
TA
353
TruWealth Advisors
Louisiana
$957K -$395K -2,566 -31%
MIM
354
Merrion Investment Management
New Jersey
$949K – – –
HCA
355
Harbour Capital Advisors
Virginia
$948K -$616 -4 -0.1%
MC
356
Mathes Company
New York
$945K – – –
HL
357
HeadInvest LLC
Maine
$942K +$4.93K +32 +0.6%
AW
358
ACG Wealth
Georgia
$935K -$1.06M -6,885 -55%
NA
359
NewEdge Advisors
Louisiana
$928K -$1.54K -10 -0.2%
AFM
360
Abbot Financial Management
Massachusetts
$924K – – –
PTC
361
Private Trust Company
Ohio
$924K +$12.6K +82 +1%
AWA
362
Arkadios Wealth Advisors
Georgia
$917K -$1.31M -8,537 -60%
DP
363
Dearborn Partners
Illinois
$916K -$25K -162 -3%
LL
364
LPWM LLC
Minnesota
$905K -$46.1K -299 -5%
VCM
365
Vivaldi Capital Management
Illinois
$904K +$87K +565 +12%
AWA
366
Artemis Wealth Advisors
New York
$900K – – –
PHS
367
Pekin Hardy Strauss
Illinois
$896K +$113K +732 +15%
BCV
368
Banque Cantonale Vaudoise
Switzerland
$890K +$34.8K +226 +4%
DAS
369
Dynamic Advisor Solutions
Arizona
$889K +$66.7K +433 +9%
EA
370
Elm Advisors
California
$885K – – –
BCM
371
Brookstone Capital Management
Illinois
$882K +$261K +1,696 +45%
AA
372
Apriem Advisors
California
$881K -$103K -666 -11%
ACM
373
AlphaStar Capital Management
North Carolina
$881K -$16.8K -109 -2%
SCA
374
Snowden Capital Advisors
New York
$875K +$275K +1,787 +50%
NFG
375
Nations Financial Group
Iowa
$869K +$154K +1,000 +23%
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15
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