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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
426
Perigon Wealth Management
California
$493K -$757K -5,669 -61%
CIA
427
Concurrent Investment Advisors
Florida
$493K +$84.1K +630 +21%
NA
428
Navellier & Associates
Nevada
$489K +$476K +3,565 New
CWM
429
Chemistry Wealth Management
New York
$489K – – –
PTC
430
Private Trust Company
Ohio
$482K +$326K +2,439 +227%
LJAC
431
L.J. Altfest & Co
New York
$482K -$27.6K -207 -6%
HWAM
432
Hennion & Walsh Asset Management
New Jersey
$482K – – –
FFA
433
Farther Finance Advisors
California
$480K +$21.8K +163 +5%
CG
434
Caprock Group
Idaho
$477K -$3.6K -27 -0.8%
CL
435
Choreo LLC
Illinois
$475K +$164K +1,228 +55%
CWC
436
Carolinas Wealth Consulting
North Carolina
$474K +$133 +1 +0%
EL
437
EMFO LLC
Florida
$462K – – –
SWM
438
SeaCrest Wealth Management
New York
$462K -$18.7K -140 -4%
FPW
439
Flagship Private Wealth
Massachusetts
$461K -$89.7K -672 -17%
NPP
440
New Potomac Partners
Maryland
$461K -$13.3K -100 -3%
SFG
441
SevenBridge Financial Group
Pennsylvania
$447K -$15.6K -117 -4%
EFS
442
Econ Financial Services
Pennsylvania
$446K +$46.5K +348 +12%
PAA
443
Peregrine Asset Advisers
Oregon
$445K – – –
JWCA
444
J.W. Cole Advisors
Florida
$445K -$387K -2,902 -47%
FHA
445
First Horizon Advisors
Tennessee
$443K – – –
TCM
446
Triumph Capital Management
Colorado
$443K -$73.8K -553 -15%
SFI
447
SPC Financial Inc
Maryland
$438K – – –
GAM
448
Griffin Asset Management
New York
$434K – – –
TSWM
449
Triangle Securities Wealth Management
North Carolina
$432K – – –
MAM
450
Marotta Asset Management
Virginia
$431K – – –
16 17
18
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