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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
376
Kestra Private Wealth Services
Texas
$767K -$122K -770 -13%
ASBI
377
American State Bank (Iowa)
Iowa
$765K – – –
MWM
378
Meridian Wealth Management
Kentucky
$765K -$8.74K -55 -1%
FIM
379
Fernwood Investment Management
Massachusetts
$765K +$48.4K +305 +6%
BUB
380
BBVA USA Bancshares
Texas
$759K +$184K +1,161 +30%
ET
381
Equitable Trust
Tennessee
$753K +$244K +1,536 +44%
DAS
382
Dynamic Advisor Solutions
Arizona
$752K -$5.4K -34 -0.7%
DADC
383
D.A. Davidson & Co
Montana
$741K +$209K +1,316 +36%
JPLA
384
Joseph P. Lucia & Associates
New York
$736K -$19.9K -125 -2%
MCM
385
Marathon Capital Management
Maryland
$724K – – –
MWM
386
Madison Wealth Management
Ohio
$718K -$3.73M -23,467 -83%
OPW
387
Oxler Private Wealth
New York
$715K – – –
PHS
388
Pekin Hardy Strauss
Illinois
$714K +$259K +1,628 +52%
VCM
389
Vivaldi Capital Management
Illinois
$714K +$420K +2,647 +125%
IWC
390
Integrated Wealth Concepts
Massachusetts
$703K +$61.9K +390 +9%
F
391
F3Logic
Minnesota
$701K -$38.9K -245 -5%
AFC
392
AFT Forsyth & Company
Florida
$697K +$4.76K +30 +0.7%
TI
393
tru Independence
Oregon
$695K +$733K +4,617 New
VNA
394
Valley National Advisers
Pennsylvania
$694K -$30K -189 -4%
CAM
395
Carret Asset Management
New York
$693K – – –
CPC
396
Congress Park Capital
New York
$685K +$72.3K +455 +11%
CWC
397
Carolinas Wealth Consulting
North Carolina
$683K +$477 +3 +0.1%
OIA
398
Optimum Investment Advisors
Illinois
$683K +$39.2K +247 +6%
TWM
399
Titus Wealth Management
California
$669K +$59.2K +373 +9%
MC
400
Middleton & Co
Massachusetts
$666K +$703K +4,425 New
14 15
16
17 18