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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
526
American Research & Management Company
Massachusetts
$295K +$38.6K +325 +15%
OPS
527
Orion Portfolio Solutions
Nebraska
$293K +$295K +2,488 New
IMOV
528
Investment Management of Virginia
Virginia
$293K +$296K +2,490 New
RCM
529
RB Capital Management
Nevada
$292K – – –
RPWA
530
Regent Peak Wealth Advisors
Georgia
$291K +$77.2K +650 +36%
TW
531
TrinityPoint Wealth
Connecticut
$290K -$75K -632 -20%
HA
532
HYA Advisors
Missouri
$290K -$29.7K -250 -9%
ARC
533
Advisor Resource Council
Texas
$290K +$293K +2,465 New
PPW
534
PACK Private Wealth
Minnesota
$285K – – –
FFBTD
535
First Financial Bank - Trust Division
Ohio
$283K -$5.93K -50 -2%
BP
536
Broadleaf Partners
Ohio
$283K -$4.16K -35 -1%
WPC
537
Waters Parkerson & Co
Louisiana
$282K – – –
SQA
538
Simon Quick Advisors
New Jersey
$276K -$30.5K -257 -11%
CCA
539
Clearwater Capital Advisors
Illinois
$276K -$5.93K -50 -2%
SFP
540
Shepherd Financial Partners
Massachusetts
$273K -$637K -5,370 -70%
IIA
541
IPG Investment Advisors
California
$273K -$42.1K -355 -13%
RJT
542
Raymond James Trust
Florida
$273K +$3.32K +28 +1%
TF
543
TIAA FSB
Florida
$273K +$275K +2,320 New
APP
544
Avantax Planning Partners
Iowa
$272K +$39.8K +335 +17%
MWM
545
Madison Wealth Management
Ohio
$271K -$38.7K -326 -12%
EC
546
Estate Counselors
Wisconsin
$271K +$274K +2,310 New
GC
547
Garde Capital
Washington
$268K -$106K -892 -28%
CFG
548
Citizens Financial Group
Rhode Island
$267K – – –
UCIG
549
Ulrich Consultants & Investment Group
New Mexico
$267K +$270K +2,272 New
FA
550
Financial Advisors
Massachusetts
$266K – – –
20 21
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