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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
551
Citizens Financial Group
Rhode Island
$267K – – –
UCIG
552
Ulrich Consultants & Investment Group
New Mexico
$267K +$270K +2,272 New
FA
553
Financial Advisors
Massachusetts
$266K – – –
CCM
554
Compton Capital Management
Rhode Island
$265K -$83.1K -700 -24%
WF
555
Welch & Forbes
Massachusetts
$265K -$5.93K -50 -2%
BWM
556
BigSur Wealth Management
Florida
$265K – – –
SIG
557
Sargent Investment Group
Maryland
$265K – – –
KPW
558
Kore Private Wealth
New York
$265K +$268K +2,254 New
WA
559
WBH Advisory
Maryland
$264K -$74K -623 -23%
TI
560
Trexquant Investment
Connecticut
$262K +$265K +2,229 New
BIA
561
Barry Investment Advisors
Massachusetts
$260K -$13.1K -110 -5%
UBV
562
United Bank (Virginia)
Virginia
$260K – – –
RFN
563
RDA Financial Network
Iowa
$259K -$16.5K -139 -6%
DLCIG
564
D.L. Carlson Investment Group
New Hampshire
$258K – – –
NF
565
Nikulski Financial
Iowa
$257K -$4.75K -40 -2%
CDH
566
Charles D. Hyman
$257K – – –
FHA
567
First Horizon Advisors
Tennessee
$256K +$4.51K +38 +2%
5L
568
55I LLC
Massachusetts
$256K +$258K +2,174 New
SCM
569
Schnieders Capital Management
California
$255K +$2.97K +25 +1%
JCM
570
Jacobi Capital Management
Pennsylvania
$254K +$256K +2,159 New
BFIC
571
Bedell Frazier Investment Counselling
California
$253K -$21.7K -183 -8%
BCM
572
Brookstone Capital Management
Illinois
$251K -$151K -1,268 -39%
ACA
573
Anchor Capital Advisors
Massachusetts
$251K -$8.9K -75 -3%
NRI
574
NFP Retirement Inc
California
$251K – – –
GLA
575
Good Life Advisors
Pennsylvania
$250K – – –
21 22
23
24 25