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iShares Biotechnology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
Pines Wealth Management
North Carolina
$602K +$38.6K +226 +7%
HWAM
402
Hennion & Walsh Asset Management
New Jersey
$593K
SGI
403
Summit Global Investments
Utah
$586K +$594K +3,471 New
LWM
404
Liberty Wealth Management
California
$582K -$4.79K -28 -0.8%
CWM
405
Chemistry Wealth Management
New York
$580K -$8.55K -50 -1%
PSF
406
Pacific Sun Financial
California
$580K +$1.71K +10 +0.3%
FCU
407
Financial Concepts Unlimited
Maine
$579K +$587K +3,432 New
KWA
408
Kingswood Wealth Advisors
California
$578K +$93.7K +548 +19%
AFM
409
Abbot Financial Management
Massachusetts
$577K
GWS
410
Glassman Wealth Services
Virginia
$574K
AAA
411
Andrews Advisory Associates
Hawaii
$571K -$9.4K -55 -2%
BHBT
412
Burke & Herbert Bank & Trust
Virginia
$567K +$7.7K +45 +1%
GVAG
413
Great Valley Advisor Group
Delaware
$567K +$200K +1,171 +54%
Kayne Anderson Rudnick Investment Management
414
Kayne Anderson Rudnick Investment Management
California
$566K -$53.4K -312 -9%
GLLW
415
Graves Light Lenhart Wealth
Virginia
$565K -$51.1K -299 -8%
IFWM
416
Institute for Wealth Management
Colorado
$558K +$35.7K +209 +7%
FWIA
417
Fort Washington Investment Advisors
Ohio
$557K
SG
418
StoneX Group
New York
$553K +$88.9K +520 +19%
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$550K +$113K +660 +25%
KLI
420
Kelman-Lazarov Inc
Tennessee
$550K -$23.4K -137 -4%
TAM
421
Titleist Asset Management
Texas
$550K +$70.3K +411 +14%
EIP
422
Ellis Investment Partners
Pennsylvania
$550K +$10.1K +59 +2%
GM
423
GeoWealth Management
Illinois
$548K +$299K +1,748 +117%
MPCL
424
My Personal CFO LLC
Washington
$547K -$154K -900 -22%
FIBOI
425
First International Bank of Israel
$541K +$65.5K +383 +14%