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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
526
Fortis Advisors
Pennsylvania
$63K +$49.7K +465 +443%
BWM
527
Baystate Wealth Management
Massachusetts
$61K +$107 +1 +0.2%
AWA
528
Acorn Wealth Advisors
Michigan
$60K – – –
AWM
529
AllSquare Wealth Management
New York
$59K -$21.4K -200 -27%
PCG
530
Private Capital Group
Connecticut
$59K +$21.4K +200 +58%
WWMSC
531
Wagner Wealth Management (South Carolina)
South Carolina
$57K +$35.3K +330 +178%
SIA
532
SeaBridge Investment Advisors
New Jersey
$55K +$53.5K +500 New
CB
533
Community Bank
New York
$54K – – –
BWL
534
Bogart Wealth LLC
Virginia
$52K -$1.01M -9,431 -95%
SFM
535
Signet Financial Management
New Jersey
$52K -$4.6K -43 -8%
RFWA
536
RPg Family Wealth Advisory
Massachusetts
$51.6K -$67.7K -633 -57%
NSB
537
Norway Savings Bank
Maine
$49K -$23.7K -222 -33%
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$107 -1 -0.2%
LFASL
539
Lugano Financial Advisors SA (LFA)
Switzerland
$48K +$47.1K +440 New
AF
540
Allworth Financial
California
$45K – – –
JGIA
541
Jackson Grant Investment Advisers
Connecticut
$42K -$8.66K -81 -17%
FWM
542
Focused Wealth Management
New York
$41K – – –
FFW
543
Fusion Family Wealth
New York
$41K – – –
MMG
544
Monetary Management Group
Missouri
$41K – – –
SFC
545
SYM Financial Corp
Indiana
$40K +$39.3K +367 New
AF
546
Advisornet Financial
Minnesota
$39K -$115K -1,077 -75%
TWA
547
TCI Wealth Advisors
Arizona
$39K – – –
APSP
548
Asset Planning Services (Pennsylvania)
Pennsylvania
$38K – – –
CCMW
549
Cypress Capital Management (Wyoming)
Wyoming
$38K – – –
LWA
550
Lowe Wealth Advisors
Maryland
$36K +$34.8K +325 New
20 21
22
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