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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
426
Institute for Wealth Management
Colorado
$257K +$246K +2,499 New
SCM
427
Schnieders Capital Management
California
$254K +$22.2K +225 +10%
BJL
428
Brighton Jones LLC
Washington
$252K +$3.55K +36 +1%
LFAS
429
Level Four Advisory Services
Texas
$251K – – –
DADC
430
D.A. Davidson & Co
Montana
$249K -$94K -954 -28%
CWM
431
Cabot Wealth Management
Massachusetts
$249K -$18.6K -189 -7%
SGCA
432
Steel Grove Capital Advisors
Tennessee
$249K – – –
WPC
433
Waters Parkerson & Co
Louisiana
$248K – – –
OCM
434
Oakwood Capital Management
California
$247K -$886 -9 -0.4%
WI
435
Wintrust Investments
Illinois
$244K +$233K +2,361 New
FM
436
Foster & Motley
Ohio
$242K +$23.6K +240 +11%
CM
437
Capital Management
Virginia
$239K +$4.43K +45 +2%
BW
438
Biegel & Waller
Maryland
$238K – – –
FANJ
439
Financial Architects (New Jersey)
New Jersey
$237K +$105K +1,062 +86%
BCM
440
Beck Capital Management
Texas
$234K +$216K +2,196 New
EWA
441
EP Wealth Advisors
California
$234K +$223K +2,265 New
AF
442
Aldebaran Financial
$233K +$222K +2,250 New
FFA
443
First Foundation Advisors
California
$233K +$222K +2,250 New
DIA
444
Dana Investment Advisors
Wisconsin
$230K – – –
WF
445
Welch & Forbes
Massachusetts
$229K +$219K +2,220 New
GW
446
GW & Wade
Massachusetts
$228K – – –
MCM
447
Maryland Capital Management
Maryland
$228K – – –
MWM
448
Mascoma Wealth Management
New Hampshire
$226K – – –
FPFS
449
First Personal Financial Services
North Carolina
$226K +$35.2K +357 +20%
NCM
450
Noesis Capital Mangement
Florida
$225K – – –
16 17
18
19 20