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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
426
Schnieders Capital Management
California
$254K +$22.2K +225 +10%
BJL
427
Brighton Jones LLC
Washington
$252K +$3.55K +36 +1%
LFAS
428
Level Four Advisory Services
Texas
$251K – – –
DADC
429
D.A. Davidson & Co
Montana
$249K -$94K -954 -28%
CWM
430
Cabot Wealth Management
Massachusetts
$249K -$18.6K -189 -7%
SGCA
431
Steel Grove Capital Advisors
Tennessee
$249K – – –
WPC
432
Waters Parkerson & Co
Louisiana
$248K – – –
OCM
433
Oakwood Capital Management
California
$247K -$886 -9 -0.4%
WI
434
Wintrust Investments
Illinois
$244K +$233K +2,361 New
FM
435
Foster & Motley
Ohio
$242K +$23.6K +240 +11%
CM
436
Capital Management
Virginia
$239K +$4.43K +45 +2%
BW
437
Biegel & Waller
Maryland
$238K – – –
FANJ
438
Financial Architects (New Jersey)
New Jersey
$237K +$105K +1,062 +86%
BCM
439
Beck Capital Management
Texas
$234K +$216K +2,196 New
EWA
440
EP Wealth Advisors
California
$234K +$223K +2,265 New
AF
441
Aldebaran Financial
$233K +$222K +2,250 New
FFA
442
First Foundation Advisors
California
$233K +$222K +2,250 New
DIA
443
Dana Investment Advisors
Wisconsin
$230K – – –
WF
444
Welch & Forbes
Massachusetts
$229K +$219K +2,220 New
GW
445
GW & Wade
Massachusetts
$228K – – –
MCM
446
Maryland Capital Management
Maryland
$228K – – –
MWM
447
Mascoma Wealth Management
New Hampshire
$226K – – –
FPFS
448
First Personal Financial Services
North Carolina
$226K +$35.2K +357 +20%
NCM
449
Noesis Capital Mangement
Florida
$225K – – –
SWM
450
Stockman Wealth Management
Montana
$222K -$174K -1,770 -45%
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18
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