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iShares Biotechnology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
401
Triumph Capital Management
Colorado
$525K -$26.8K -220 -5%
AAS
402
Avantax Advisory Services
Texas
$519K -$42.8K -351 -8%
AFG
403
Atomi Financial Group
New York
$519K -$73.9K -606 -14%
SWA
404
Stratos Wealth Advisors
Ohio
$517K -$75.8K -621 -14%
SCM
405
Steele Capital Management
Iowa
$514K +$462K +3,786 New
LJAC
406
L.J. Altfest & Co
New York
$514K -$13.5K -111 -3%
PS
407
Principal Securities
Iowa
$512K +$460K +3,768 New
Kovitz Investment Group Partners
408
Kovitz Investment Group Partners
Illinois
$509K -$14.5K -119 -3%
NFG
409
Nations Financial Group
Iowa
$504K -$335K -2,746 -43%
SC
410
Savant Capital
Illinois
$504K -$82.2K -674 -15%
CHAM
411
Clear Harbor Asset Management
Connecticut
$502K -$122K -996 -21%
MBTD
412
Mechanics Bank - Trust Department
California
$496K -$6.1K -50 -1%
FNBSF
413
First National Bank Sioux Falls
South Dakota
$492K
MCM
414
Marathon Capital Management
Maryland
$491K
T. Rowe Price Associates
415
T. Rowe Price Associates
Maryland
$491K
Focus Partners Wealth
416
Focus Partners Wealth
Massachusetts
$491K +$441K +3,617 New
BONH
417
Bank of New Hampshire
New Hampshire
$490K -$112K -914 -20%
MC
418
Middleton & Co
Massachusetts
$489K
CMI
419
Clare Market Investments
Texas
$485K +$488 +4 +0.1%
FM
420
Family Management
New York
$484K +$423K +3,466 +3,573%
PWM
421
Peterson Wealth Management
Nevada
$482K -$23.5K -193 -5%
GWS
422
Glassman Wealth Services
Virginia
$482K
HWAM
423
Hennion & Walsh Asset Management
New Jersey
$477K
ATPW
424
Ashton Thomas Private Wealth
Arizona
$476K +$13.2K +108 +3%
BCM
425
Bourgeon Capital Management
Connecticut
$476K +$428K +3,505 New