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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
551
Avidian Wealth Enterprises
Texas
$312K +$6.83K +50 +2%
SPIS
552
Steward Partners Investment Solutions
Oregon
$310K +$309K +2,260 New
SIC
553
Salem Investment Counselors
North Carolina
$309K +$7.51K +55 +3%
NCM
554
Neumann Capital Management
California
$307K – – –
CL
555
Choreo LLC
Illinois
$307K -$65.4K -479 -18%
FNT
556
First Nebraska Trust
Nebraska
$305K -$33.2K -243 -10%
UBV
557
United Bank (Virginia)
Virginia
$303K – – –
KWA
558
Kingswood Wealth Advisors
California
$302K -$78.4K -574 -21%
SCA
559
Southern Capital Advisors
Tennessee
$301K +$273 +2 +0.1%
WF
560
Welch & Forbes
Massachusetts
$299K – – –
HIP
561
HUB Investment Partners
Texas
$297K +$26.1K +191 +10%
CRWM
562
Castle Rock Wealth Management
California
$296K +$11.9K +87 +4%
FWM
563
Finer Wealth Management
Massachusetts
$295K +$293K +2,148 New
BP
564
Broadleaf Partners
Ohio
$294K -$30.2K -221 -9%
BWP
565
Baldwin Wealth Partners
Massachusetts
$294K -$48.5K -355 -14%
WSCM
566
Wellington Shields Capital Management
New York
$294K +$292K +2,140 New
RPWA
567
Regent Peak Wealth Advisors
Georgia
$292K +$137 +1 +0%
RIS
568
Retirement Income Solutions
Michigan
$286K +$5.6K +41 +2%
KA
569
Kovack Advisors
Florida
$286K +$137 +1 +0%
BCA
570
Bay Colony Advisors
Massachusetts
$284K -$18.3K -134 -6%
HIC
571
Hartline Investment Corp
Illinois
$284K +$283K +2,073 New
SG
572
StoneX Group
New York
$284K -$4.37K -32 -2%
HI
573
Harbour Investments
Wisconsin
$284K -$75.7K -554 -21%
SIC
574
Samalin Investment Counsel
New York
$283K +$10.5K +77 +4%
ERWM
575
Elk River Wealth Management
Colorado
$282K – – –
21 22
23
24 25