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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Chemistry Wealth Management
New York
$478K – – –
MC
402
Middleton & Co
Massachusetts
$476K – – –
GWS
403
Glassman Wealth Services
Virginia
$476K – – –
CWMGO
404
Capstone Wealth Management Group (Oregon)
Oregon
$476K +$506K +3,597 New
LWM
405
Liberty Wealth Management
California
$473K -$51.7K -368 -9%
XT
406
XTX Topco
Cayman Islands
$469K +$499K +3,549 New
CCG
407
Coastwise Capital Group
California
$469K -$7.03K -50 -1%
IWN
408
Independent Wealth Network
Iowa
$467K -$15.5K -110 -3%
KW
409
KWB Wealth
California
$466K -$133K -945 -23%
HWAM
410
Hennion & Walsh Asset Management
New Jersey
$464K – – –
IWM
411
IHT Wealth Management
Illinois
$461K -$179K -1,273 -27%
C
412
Certuity
Florida
$454K +$483K +3,435 New
BOPW
413
Brandywine Oak Private Wealth
Pennsylvania
$453K -$20.1K -143 -4%
CWC
414
Carolinas Wealth Consulting
North Carolina
$451K -$6.75K -48 -1%
LEA
415
Legacy Edge Advisors
New York
$451K +$16.4K +117 +4%
FPW
416
Flagship Private Wealth
Massachusetts
$447K +$281 +2 +0.1%
IFWM
417
Institute for Wealth Management
Colorado
$446K – – –
PM
418
Penbrook Management
New York
$444K – – –
CG
419
Caprock Group
Idaho
$442K +$470K +3,344 New
COFSG
420
Carbahal Olsen Financial Services Group
California
$439K +$467K +3,320 New
CL
421
Choreo LLC
Illinois
$437K -$18.1K -129 -4%
AIM
422
Anchor Investment Management
South Carolina
$433K -$27.6K -196 -6%
IAIM
423
International Assets Investment Management
Florida
$433K +$458K +3,260 New
NAM
424
NorthCrest Asset Manangement
Minnesota
$433K -$1.97K -14 -0.4%
SFI
425
SPC Financial Inc
Maryland
$432K – – –
15 16
17
18 19