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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
551
Alpha Omega Wealth Management
Virginia
$64K – – –
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$64K – – –
PWM
553
Perigon Wealth Management
California
$64K – – –
SFC
554
SYM Financial Corp
Indiana
$64K +$64.1K +600 New
TIM
555
Tortoise Investment Management
New York
$64K +$64.5K +603 New
LFA
556
Legacy Financial Advisors
Kentucky
$63K +$63.5K +594 New
BWM
557
Baystate Wealth Management
Massachusetts
$52K – – –
PFGIA
558
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$5.24K -49 -10%
ED
559
Exane Derivatives
France
$48.7K +$9.62K +90 +25%
BBHC
560
Brown Brothers Harriman & Co
New York
$48K -$48.1K -450 -50%
CMBA
561
C.M. Bidwell & Associates
Hawaii
$48K – – –
JFGIW
562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K +$48.1K +450 New
HWP
563
Hefty Wealth Partners
Indiana
$46K +$46.2K +432 New
AF
564
Allworth Financial
California
$44K – – –
WWMSC
565
Wagner Wealth Management (South Carolina)
South Carolina
$44K +$42.8K +400 New
AWM
566
Aevitas Wealth Management
Massachusetts
$42K +$42.1K +394 New
AWA
567
Acorn Wealth Advisors
Michigan
$41K +$40.1K +375 New
FWM
568
Focused Wealth Management
New York
$40K -$57.1K -534 -59%
MMG
569
Monetary Management Group
Missouri
$40K -$8.02K -75 -17%
FFW
570
Fusion Family Wealth
New York
$40K – – –
TWA
571
TCI Wealth Advisors
Arizona
$38K +$5.34K +50 +16%
APSP
572
Asset Planning Services (Pennsylvania)
Pennsylvania
$37K -$43.2K -404 -54%
SFG
573
SevenBridge Financial Group
Pennsylvania
$37K – – –
OSNBOA
574
Old Second National Bank of Aurora
Illinois
$37K +$5.45K +51 +17%
CAC
575
Certified Advisory Corp
Florida
$34K +$34.3K +321 New
21 22
23
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