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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
426
Fulcrum Capital
Washington
$320K +$321K +3,000 New
EWA
427
Exencial Wealth Advisors
Oklahoma
$318K -$77.3K -723 -20%
JAFL
428
Jay A. Fishman Ltd
Michigan
$314K +$77K +720 +32%
CAL
429
Capital Analysts LLC
Pennsylvania
$312K – – –
CF
430
Centaurus Financial
California
$311K +$311K +2,913 New
DBRC
431
D.B. Root & Company
Pennsylvania
$308K +$308K +2,883 New
APP
432
Avantax Planning Partners
Iowa
$305K -$244K -2,287 -45%
IFWM
433
Institute for Wealth Management
Colorado
$305K +$308K +2,879 New
RMAM
434
Raab & Moskowitz Asset Management
New Jersey
$304K -$32.1K -300 -10%
ID
435
Integral Derivatives
New York
$303K -$1.91M -17,900 -86%
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$301K -$66.4K -621 -18%
ARMC
437
American Research & Management Company
Massachusetts
$301K -$17.6K -165 -6%
HSA
438
HBK Sorce Advisory
Pennsylvania
$301K +$4.7K +44 +2%
ANB
439
Amarillo National Bank
Texas
$297K – – –
TYCC
440
Texas Yale Capital Corp
Florida
$297K – – –
MWAC
441
Mariner Wealth Advisors (Cincinnati)
Ohio
$294K +$96.8K +906 +49%
CL
442
Choreo LLC
Illinois
$288K +$9.41K +88 +3%
BWM
443
Buckley Wealth Management
Nevada
$288K +$289K +2,700 New
EGA
444
Eagle Global Advisors
Texas
$287K – – –
WS
445
Wedbush Securities
California
$286K +$3.53K +33 +1%
PG
446
Patten Group
Tennessee
$286K +$9.62K +90 +3%
FNT
447
First National Trust
Pennsylvania
$285K -$75.6K -707 -21%
PWMAG
448
Pinnacle Wealth Management Advisory Group
New Jersey
$282K -$2.67K -25 -0.9%
NEIRG
449
New England Investment & Retirement Group
Massachusetts
$278K +$73.4K +687 +36%
VHAM
450
Van Hulzen Asset Management
California
$274K +$274K +2,565 New
16 17
18
19 20