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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
526
Capital Analysts LLC
Pennsylvania
$100K – – –
ADL
527
Asset Dedication LLC
California
$99K – – –
CFD
528
Creative Financial Designs
Indiana
$91K +$6.17K +58 +7%
BWA
529
BDO Wealth Advisors
Florida
$85K -$82.2K -773 -50%
SBL
530
Sargent Bickham Lagudis
Colorado
$83K -$31.9K -300 -28%
CCM
531
Cribstone Capital Management
Maine
$83K – – –
GC
532
Grace Capital
Massachusetts
$82K – – –
MWM
533
Mascoma Wealth Management
New Hampshire
$81K -$13.1K -123 -14%
BFC
534
Bedel Financial Consulting
Indiana
$81K – – –
FCA
535
FinTrust Capital Advisors
South Carolina
$81K +$49.5K +465 +170%
TFO
536
Tarbox Family Office
California
$69K – – –
GWA
537
Guidant Wealth Advisors
Illinois
$66K – – –
MWC
538
MBM Wealth Consultants
Missouri
$66K – – –
TIM
539
Tortoise Investment Management
New York
$66K – – –
PCFFS
540
Pacific Center for Financial Services
California
$66K +$42.2K +397 +191%
JIR
541
James Investment Research
Ohio
$65K +$63.8K +600 New
YWP
542
YorkBridge Wealth Partners
New York
$63K -$95.7K -900 -61%
IWA
543
Intercontinental Wealth Advisors
Texas
$63K – – –
SC
544
SouthState Corp
Florida
$61K +$59.7K +561 New
BDS
545
Banco de Sabadell
Florida
$60K +$58.5K +550 New
AF
546
Advisornet Financial
Minnesota
$59K -$8.62K -81 -13%
BWM
547
Baystate Wealth Management
Massachusetts
$58K – – –
EFSCE
548
Enterprise Financial Services Corp (EFSC)
Missouri
$57K – – –
RFA
549
Reilly Financial Advisors
California
$56K +$31.9K +300 +139%
AOWM
550
Alpha Omega Wealth Management
Virginia
$55K – – –
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