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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
376
Anchor Capital Advisors
Massachusetts
$810K -$37.9K -225 -4%
CFSG
377
Community Financial Services Group
Vermont
$808K -$19.4K -115 -2%
DAS
378
Dynamic Advisor Solutions
Arizona
$807K -$73.5K -437 -8%
TIM
379
Total Investment Management
Arizona
$799K -$54.8M -325,578 -99%
OPW
380
Oxler Private Wealth
New York
$784K +$16.8K +100 +2%
JEST
381
JTC Employer Solutions Trustee
Jersey
$778K – – –
AWA
382
Arkadios Wealth Advisors
Georgia
$769K -$143K -850 -15%
AFC
383
AFT Forsyth & Company
Florida
$769K +$10.1K +60 +1%
PFA
384
Paradigm Financial Advisors
Missouri
$760K +$73.2K +435 +10%
MBTD
385
Mechanics Bank - Trust Department
California
$752K -$101K -600 -11%
VNA
386
Valley National Advisers
Pennsylvania
$752K -$14.1K -84 -2%
F
387
F3Logic
Minnesota
$747K – – –
TWM
388
Titus Wealth Management
California
$744K +$9.09K +54 +1%
HI
389
Harbour Investments
Wisconsin
$740K +$3.37K +20 +0.4%
PM
390
Penbrook Management
New York
$737K -$5.05K -30 -0.7%
EL
391
Essex LLC
Illinois
$732K +$762K +4,528 New
KWM
392
Kingsview Wealth Management
Oregon
$726K +$159K +942 +27%
CAM
393
CenterStar Asset Management
Illinois
$725K – – –
FHA
394
Flagship Harbor Advisors
Massachusetts
$725K – – –
MFW
395
Meristem Family Wealth
Minnesota
$724K +$48K +285 +7%
PFGIA
396
Patriot Financial Group Insurance Agency
Massachusetts
$721K +$62.9K +374 +9%
CS
397
Credit Suisse
Switzerland
$718K -$534K -3,172 -42%
MC
398
Middleton & Co
Massachusetts
$715K – – –
PA
399
Parallel Advisors
California
$700K -$5.22K -31 -0.7%
MCM
400
Marathon Capital Management
Maryland
$698K -$84.1K -500 -10%
14 15
16
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