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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
551
Welch & Forbes
Massachusetts
$292K – – –
PA
552
Procyon Advisors
Connecticut
$291K -$32.7K -250 -10%
BWM
553
BigSur Wealth Management
Florida
$291K – – –
RJT
554
Raymond James Trust
Florida
$289K +$6.54K +50 +2%
CF
555
Centaurus Financial
California
$287K -$98.2K -750 -25%
UBV
556
United Bank (Virginia)
Virginia
$285K – – –
KFA
557
Kapstone Financial Advisors
Ohio
$284K -$6.02K -46 -2%
VWA
558
V Wealth Advisors
Kansas
$282K -$2.36K -18 -0.8%
FHA
559
First Horizon Advisors
Tennessee
$282K +$22.6K +173 +9%
VAS
560
Vestmark Advisory Solutions
Massachusetts
$282K +$26.2K +200 +10%
RWM
561
Raffa Wealth Management
District of Columbia
$280K +$284K +2,168 New
SIG
562
Sargent Investment Group
Maryland
$280K – – –
EDRH
563
Edmond de Rothschild Holding
Switzerland
$278K -$261K -1,995 -48%
OCM
564
Objective Capital Management
Ohio
$277K +$4.97K +38 +2%
MIM
565
Miller Investment Management
Pennsylvania
$277K +$280K +2,142 New
VFA
566
Valeo Financial Advisors
Indiana
$276K +$63.6K +486 +29%
AWS
567
Aspen Wealth Strategies
Colorado
$269K +$10.6K +81 +4%
AWA
568
Arete Wealth Advisors
Illinois
$268K +$13.9K +106 +5%
KTC
569
Kistler-Tiffany Companies
Pennsylvania
$268K – – –
JJBC
570
James J. Burns & Company
New York
$266K +$270K +2,059 New
NCM
571
Neumann Capital Management
California
$266K – – –
ERWM
572
Elk River Wealth Management
Colorado
$265K – – –
BCM
573
Brookstone Capital Management
Illinois
$265K -$835K -6,382 -76%
CT
574
Caldwell Trust
Florida
$264K – – –
RIS
575
Retirement Income Solutions
Michigan
$264K – – –
21 22
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