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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
376
American State Bank (Iowa)
Iowa
$765K – – –
MWM
377
Meridian Wealth Management
Kentucky
$765K -$8.74K -55 -1%
FIM
378
Fernwood Investment Management
Massachusetts
$765K +$48.4K +305 +6%
BUB
379
BBVA USA Bancshares
Texas
$759K +$184K +1,161 +30%
ET
380
Equitable Trust
Tennessee
$753K +$244K +1,536 +44%
DAS
381
Dynamic Advisor Solutions
Arizona
$752K -$5.4K -34 -0.7%
DADC
382
D.A. Davidson & Co
Montana
$741K +$209K +1,316 +36%
JPLA
383
Joseph P. Lucia & Associates
New York
$736K -$19.9K -125 -2%
MCM
384
Marathon Capital Management
Maryland
$724K – – –
MWM
385
Madison Wealth Management
Ohio
$718K -$3.73M -23,467 -83%
OPW
386
Oxler Private Wealth
New York
$715K – – –
PHS
387
Pekin Hardy Strauss
Illinois
$714K +$259K +1,628 +52%
VCM
388
Vivaldi Capital Management
Illinois
$714K +$420K +2,647 +125%
IWC
389
Integrated Wealth Concepts
Massachusetts
$703K +$61.9K +390 +9%
F
390
F3Logic
Minnesota
$701K -$38.9K -245 -5%
AFC
391
AFT Forsyth & Company
Florida
$697K +$4.76K +30 +0.7%
TI
392
tru Independence
Oregon
$695K +$733K +4,617 New
VNA
393
Valley National Advisers
Pennsylvania
$694K -$30K -189 -4%
CAM
394
Carret Asset Management
New York
$693K – – –
CPC
395
Congress Park Capital
New York
$685K +$72.3K +455 +11%
CWC
396
Carolinas Wealth Consulting
North Carolina
$683K +$477 +3 +0.1%
OIA
397
Optimum Investment Advisors
Illinois
$683K +$39.2K +247 +6%
TWM
398
Titus Wealth Management
California
$669K +$59.2K +373 +9%
MC
399
Middleton & Co
Massachusetts
$666K +$703K +4,425 New
NG
400
Northstar Group
New York
$663K +$159 +1 +0%
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16
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