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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
351
EFG International
$764K +$334K +1,954 +76%
SFG
352
Sovereign Financial Group
Connecticut
$763K -$16.6K -97 -2%
TVM
353
True Vision MN
Minnesota
$762K -$1.59M -9,280 -67%
PIP
354
Philadelphia Investment Partners
New Jersey
$762K +$771K +4,507 New
PCIA
355
Prime Capital Investment Advisors
Kansas
$752K -$23.4K -137 -3%
DI
356
Decision Investments
California
$750K -$18K -105 -2%
RIL
357
Rothschild Investment LLC
Illinois
$743K – – –
WPC
358
Wedmont Private Capital
Pennsylvania
$729K +$487K +2,847 +204%
VA
359
VestGen Advisors
Illinois
$728K -$143K -838 -17%
TTWM
360
TCV Trust & Wealth Management
Virginia
$725K -$69.6K -407 -9%
RWP
361
RWA Wealth Partners
Massachusetts
$724K -$92.5K -541 -11%
FSA
362
Fort Sheridan Advisors
Illinois
$723K +$25.6K +150 +4%
HOWA
363
Heritage Oak Wealth Advisors
Florida
$716K -$3.76K -22 -0.5%
MWM
364
Massachusetts Wealth Management
Massachusetts
$713K +$35.6K +208 +5%
PI
365
PFG Investments
New York
$712K -$19.3K -113 -3%
NWA
366
Navis Wealth Advisors
New York
$711K +$513 +3 +0.1%
MWA
367
Monograph Wealth Advisors
California
$709K – – –
HL
368
HeadInvest LLC
Maine
$705K – – –
MWM
369
Meridian Wealth Management
Kentucky
$701K -$55.6K -325 -7%
AFC
370
AFT Forsyth & Company
Florida
$700K +$171 +1 +0%
JIC
371
Johnson Investment Counsel
Ohio
$697K -$7.7K -45 -1%
WS
372
Wedbush Securities
California
$697K +$22.4K +131 +3%
SFP
373
Shepherd Financial Partners
Massachusetts
$694K +$487K +2,847 +225%
OCA
374
OpenArc Corporate Advisory
Georgia
$680K +$59.3K +347 +9%
HIP
375
Harrell Investment Partners
Texas
$679K -$320K -1,874 -32%
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15
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