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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
551
Congress Wealth Management
Massachusetts
$265K +$276K +2,168 New
KWA
552
Kingswood Wealth Advisors
California
$265K +$276K +2,167 New
OCM
553
Objective Capital Management
Ohio
$264K – – –
SIG
554
Sargent Investment Group
Maryland
$264K – – –
AF
555
Apexium Financial
Texas
$262K -$80.4K -632 -23%
SIC
556
Samalin Investment Counsel
New York
$261K +$31.8K +250 +13%
RPWA
557
Regent Peak Wealth Advisors
Georgia
$260K -$254 -2 -0.1%
GFPC
558
Global Financial Private Client
Florida
$259K -$338K -2,661 -55%
FPGK
559
Financial Partners Group (Kansas)
Kansas
$259K -$14K -110 -5%
KLCM
560
KG&L Capital Management
Louisiana
$258K -$30K -236 -10%
AWS
561
Aspen Wealth Strategies
Colorado
$258K +$2.8K +22 +1%
KFA
562
Kapstone Financial Advisors
Ohio
$257K -$1.15K -9 -0.4%
RJT
563
Raymond James Trust
Florida
$255K -$38.2K -300 -13%
FHA
564
First Horizon Advisors
Tennessee
$254K -$11.1K -87 -4%
PCH
565
PGIM Custom Harvest
New Jersey
$253K +$10.4K +82 +4%
ERWM
566
Elk River Wealth Management
Colorado
$252K – – –
RIS
567
Retirement Income Solutions
Michigan
$250K – – –
TA
568
TruWealth Advisors
Louisiana
$250K -$10K -79 -4%
NCM
569
NCM Capital Management
New Jersey
$249K – – –
PI
570
PFG Investments
New York
$246K +$11.8K +93 +5%
RPCONE
571
Retirement Planning Company of New England
Rhode Island
$246K -$66.9K -526 -21%
CT
572
Caldwell Trust
Florida
$244K -$6.87K -54 -3%
SCM
573
Schnieders Capital Management
California
$241K – – –
WRPWM
574
Werba Rubin Papier Wealth Management
California
$241K – – –
JPLA
575
Joseph P. Lucia & Associates
New York
$240K -$23.5K -185 -9%
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