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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
451
Colony Group
Massachusetts
$410K +$436K +3,508 New
TI
452
tru Independence
Oregon
$407K -$28.6K -230 -6%
CAM
453
Carret Asset Management
New York
$406K -$44.7K -360 -9%
HIA
454
Harbor Investment Advisory
Maryland
$405K – – –
NAMP
455
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$405K – – –
IFWM
456
Institute for Wealth Management
Colorado
$403K +$61K +491 +17%
SAS
457
Sanford Advisory Services
Michigan
$400K -$89.7K -722 -17%
TI
458
Trexquant Investment
Connecticut
$400K +$148K +1,189 +53%
TA
459
TruWealth Advisors
Louisiana
$399K -$86.4K -696 -17%
TSWM
460
Triangle Securities Wealth Management
North Carolina
$398K -$16.8K -135 -4%
MGIA
461
Moneta Group Investment Advisors
Missouri
$397K -$62.1K -500 -13%
EWA
462
Exencial Wealth Advisors
Oklahoma
$392K -$259K -2,084 -38%
KWM
463
Kingsview Wealth Management
Oregon
$391K -$26K -209 -6%
WP
464
WealthSource Partners
California
$391K -$6.21K -50 -1%
LWM
465
Laidlaw Wealth Management
New York
$387K -$56K -451 -12%
CWC
466
Carolinas Wealth Consulting
North Carolina
$387K +$373 +3 +0.1%
PWM
467
Perigon Wealth Management
California
$379K – – –
JIC
468
Joel Isaacson & Co
New York
$378K -$18.6K -150 -4%
BCA
469
Bay Colony Advisors
Massachusetts
$378K -$11.5K -93 -3%
WCM
470
Washburn Capital Management
Florida
$378K – – –
SF
471
Summit Financial
New Jersey
$373K +$1.86K +15 +0.5%
SFI
472
SPC Financial Inc
Maryland
$373K – – –
FPW
473
Flagship Private Wealth
Massachusetts
$373K +$7.58K +61 +2%
ACA
474
Aptus Capital Advisors
Alabama
$373K +$351K +2,824 +782%
CA
475
Cornerstone Advisory
Maryland
$372K -$22.6K -182 -5%
17 18
19
20 21