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iShares Biotechnology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
401
Fernwood Investment Management
Massachusetts
$724K
SS
402
Sunbelt Securities
Texas
$722K +$130K +910 +24%
OPW
403
Oxler Private Wealth
New York
$719K +$679K +4,751 New
CAM
404
Carret Asset Management
New York
$697K -$857 -6 -0.1%
AFC
405
AFT Forsyth & Company
Florida
$697K +$13.6K +95 +2%
CWC
406
Carolinas Wealth Consulting
North Carolina
$687K -$1.6M -11,205 -71%
NG
407
Northstar Group
New York
$667K -$14.3K -100 -2%
LSPW
408
Lake Street Private Wealth
Illinois
$666K +$181K +1,269 +41%
PFS
409
Prospera Financial Services
Texas
$659K +$448K +3,134 +258%
NFG
410
Nations Financial Group
Iowa
$652K +$143 +1 +0%
OIA
411
Optimum Investment Advisors
Illinois
$650K +$10.4K +73 +2%
IWC
412
Integrated Wealth Concepts
Massachusetts
$648K -$488K -3,417 -44%
HIP
413
HUB Investment Partners
Texas
$645K +$681K +4,765 New
SBH
414
Segall Bryant & Hamill
Illinois
$643K
PA
415
Parallel Advisors
California
$642K -$3.29K -23 -0.5%
UAS
416
United Asset Strategies
New York
$640K -$77.9K -545 -11%
NPP
417
New Potomac Partners
Maryland
$626K -$55K -385 -9%
CFG
418
Citizens Financial Group
Rhode Island
$622K
CPC
419
Congress Park Capital
New York
$620K +$191K +1,336 +48%
ClearBridge Investments
420
ClearBridge Investments
New York
$617K +$150K +1,050 +35%
TWM
421
Titus Wealth Management
California
$616K +$51.3K +359 +10%
FI
422
FormulaFolio Investments
Michigan
$615K +$581K +4,062 New
JIC
423
Joel Isaacson & Co
New York
$614K
KWM
424
Kingsview Wealth Management
Oregon
$613K -$282K -1,973 -33%
PJB
425
Paul John Balson
California
$612K +$286 +2 +0%