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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
376
Clear Harbor Asset Management
Connecticut
$743K +$172 +1 +0%
CW
377
CreativeOne Wealth
Kansas
$741K +$670K +3,897 New
IPAM
378
ICICI Prudential Asset Management
India
$737K – – –
VWA
379
VERITY Wealth Advisors
United States
$734K -$186K -1,083 -22%
KWM
380
Kingsview Wealth Management
Oregon
$729K +$33K +192 +5%
RWP
381
RWA Wealth Partners
Massachusetts
$728K -$79.1K -460 -11%
PWM
382
Pines Wealth Management
North Carolina
$721K +$38.8K +226 +6%
TCIIS
383
TIAA-CREF Individual & Institutional Services
New York
$712K +$142K +826 +28%
CFSG
384
Community Financial Services Group
Vermont
$706K -$15.5K -90 -2%
KF
385
Krilogy Financial
Missouri
$705K +$16K +93 +3%
WPC
386
Waters Parkerson & Co
Louisiana
$704K – – –
AC
387
AlphaCore Capital
California
$701K -$177K -1,030 -22%
WSCM
388
Wellington Shields Capital Management
New York
$696K +$180K +1,050 +40%
EWS
389
Evergreen Wealth Solutions
Pennsylvania
$692K -$16.5K -96 -3%
HWAM
390
Hennion & Walsh Asset Management
New Jersey
$687K +$17.2K +100 +3%
MC
391
Middleton & Co
Massachusetts
$685K – – –
PCIA
392
Prime Capital Investment Advisors
Kansas
$679K -$151K -879 -20%
MCA
393
Magnolia Capital Advisors
Mississippi
$678K -$3.95K -23 -0.6%
WPC
394
Wedmont Private Capital
Pennsylvania
$677K -$123K -713 -17%
KWA
395
Kingswood Wealth Advisors
California
$677K +$23.2K +135 +4%
CAM
396
Close Asset Management
United Kingdom
$672K +$170K +990 +39%
CP
397
Creekside Partners
California
$671K -$15.5K -90 -2%
TAM
398
Titleist Asset Management
Texas
$668K +$44.5K +259 +8%
DWP
399
Destiny Wealth Partners
Florida
$667K -$2.17M -12,654 -78%
CCC
400
Chelsea Counsel Company
California
$666K -$51.6K -300 -8%
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16
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