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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
551
James Investment Research
Ohio
$65K – – –
NSIM
552
North Star Investment Management
Illinois
$65K – – –
ST
553
Smithfield Trust
Pennsylvania
$65K – – –
TIM
554
Tortoise Investment Management
New York
$65K – – –
FRA
555
Front Row Advisors
California
$60K – – –
RFWA
556
RPg Family Wealth Advisory
Massachusetts
$59K +$15.7K +136 +33%
MWC
557
MBM Wealth Consultants
Missouri
$59K – – –
BFO
558
Biltmore Family Office
North Carolina
$57K -$17.3K -150 -22%
BWM
559
Baystate Wealth Management
Massachusetts
$57K – – –
EFSCE
560
Enterprise Financial Services Corp (EFSC)
Missouri
$57K – – –
VCS
561
Vaughan & Co Securities
New Jersey
$56.6K – – –
RFA
562
Reilly Financial Advisors
California
$56K – – –
BWA
563
Burt Wealth Advisors
Maryland
$55K -$10.1K -88 -15%
SIA
564
SeaBridge Investment Advisors
New Jersey
$54K – – –
CB
565
Community Bank
New York
$53K – – –
HIIFS
566
Harel Insurance Investments & Financial Services
Israel
$51K – – –
LGWM
567
Litman Gregory Wealth Management
California
$48K +$51.8K +450 New
CA
568
Clearstead Advisors
Ohio
$47K +$50.1K +435 New
ACA
569
Aptus Capital Advisors
Alabama
$42K – – –
VC
570
Vestor Capital
Illinois
$41K – – –
FFW
571
Fusion Family Wealth
New York
$40K – – –
MMG
572
Monetary Management Group
Missouri
$40K – – –
WT
573
Washington Trust
Rhode Island
$39K +$41.8K +363 New
FNBOSM
574
First National Bank of South Miami
Florida
$38K +$14.6K +127 +56%
AF
575
Allworth Financial
California
$37K – – –
21 22
23
24 25