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iShares Biotechnology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
426
Sequoia Financial Advisors
Ohio
$584K +$19.3K +119 +4%
AAA
427
Andrews Advisory Associates
Hawaii
$580K +$558K +3,436 New
PSF
428
Pacific Sun Financial
California
$578K -$109K -674 -16%
AFM
429
Abbot Financial Management
Massachusetts
$577K -$4.06K -25 -0.7%
DWM
430
Dakota Wealth Management
Florida
$576K +$38.8K +239 +8%
GWS
431
Glassman Wealth Services
Virginia
$573K
KLI
432
Kelman-Lazarov Inc
Tennessee
$573K +$162 +1 +0%
TSS
433
Two Sigma Securities
New York
$569K +$548K +3,373 New
PWM
434
Pines Wealth Management
North Carolina
$564K +$13.6K +84 +3%
KNW
435
Kesler Norman & Wride
Utah
$563K +$542K +3,335 New
BHBT
436
Burke & Herbert Bank & Trust
Virginia
$559K -$868K -5,342 -62%
FWIA
437
Fort Washington Investment Advisors
Ohio
$557K
JWCA
438
J.W. Cole Advisors
Florida
$550K -$32.8K -202 -5%
KWM
439
Kingsview Wealth Management
Oregon
$546K +$5.52K +34 +1%
TP
440
Thayer Partners
Pennsylvania
$541K +$520K +3,203 New
EIP
441
Ellis Investment Partners
Pennsylvania
$540K -$7.15K -44 -1%
NAM
442
NorthCrest Asset Manangement
Minnesota
$539K -$12.8K -79 -2%
HSBC Holdings
443
HSBC Holdings
United Kingdom
$534K +$513K +3,158 New
FNBT
444
FineMark National Bank & Trust
Florida
$533K +$225K +1,388 +78%
COFSG
445
Carbahal Olsen Financial Services Group
California
$528K -$1.14K -7 -0.2%
CFG
446
Citizens Financial Group
Rhode Island
$525K -$44.8K -276 -8%
KWMG
447
King Wealth Management Group
Florida
$523K -$2.44K -15 -0.5%
IFWM
448
Institute for Wealth Management
Colorado
$522K -$9.74K -60 -2%
RA
449
Rockingstone Advisors
Massachusetts
$521K -$39.5K -243 -7%
FPW
450
Flagship Private Wealth
Massachusetts
$521K +$9.74K +60 +2%