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iShares Biotechnology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
401
Stratos Wealth Advisors
Ohio
$552K +$30.3K +222 +6%
BOPW
402
Brandywine Oak Private Wealth
Pennsylvania
$550K -$19.5K -143 -3%
BAM
403
Belpointe Asset Management
Nevada
$549K -$33.9K -248 -6%
CWM
404
Circle Wealth Management
New Jersey
$545K
HDIM
405
Hanson & Doremus Investment Management
Vermont
$544K -$14.1K -103 -3%
CFSG
406
Community Financial Services Group
Vermont
$538K +$536K +3,924 New
AFM
407
Abbot Financial Management
Massachusetts
$537K -$9.56K -70 -2%
CCG
408
Coastwise Capital Group
California
$535K +$137 +1 +0%
MGIA
409
Moneta Group Investment Advisors
Missouri
$532K -$74.6K -546 -12%
FSA
410
Fort Sheridan Advisors
Illinois
$532K +$1.09K +8 +0.2%
IPAM
411
ICICI Prudential Asset Management
India
$532K +$529K +3,877 New
PG
412
Patten Group
Tennessee
$532K -$14.3K -105 -3%
FIM
413
Fernwood Investment Management
Massachusetts
$531K -$273 -2 -0.1%
PS
414
Principal Securities
Iowa
$529K +$11.9K +87 +2%
IWN
415
Independent Wealth Network
Iowa
$525K +$47.7K +349 +10%
CHAM
416
Clear Harbor Asset Management
Connecticut
$524K +$17.6K +129 +3%
KW
417
KWB Wealth
California
$524K +$521K +3,816 New
TCM
418
Triumph Capital Management
Colorado
$517K -$11.5K -84 -2%
SCM
419
Steele Capital Management
Iowa
$511K -$8.19K -60 -2%
LJAC
420
L.J. Altfest & Co
New York
$511K -$7.92K -58 -2%
BCM
421
Bourgeon Capital Management
Connecticut
$504K +$23.4K +171 +5%
FCI
422
Financial Counselors Inc
Kansas
$498K -$64.2K -470 -11%
MCM
423
Marathon Capital Management
Maryland
$496K
T. Rowe Price Associates
424
T. Rowe Price Associates
Maryland
$496K
BBI
425
Baxter Bros Inc
Connecticut
$495K +$81K +593 +20%