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iShares Biotechnology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
576
Wealth Advisors
California
$346K -$57K -370 -15%
AGM
577
Alpine Global Management
New York
$346K +$326K +2,115 New
JGUA
578
John G. Ullman & Associates
New York
$344K – – –
KF
579
Krilogy Financial
Missouri
$343K – – –
PP
580
Professional Planning
California
$340K -$36K -234 -10%
SIG
581
Sargent Investment Group
Maryland
$337K – – –
FA
582
Fortis Advisors
Pennsylvania
$335K +$316K +2,050 New
PI
583
Parkside Investments
Illinois
$335K +$316K +2,050 New
PA
584
Procyon Advisors
Connecticut
$331K +$51.6K +335 +20%
RJT
585
Raymond James Trust
Florida
$330K – – –
WP
586
WMS Partners
Maryland
$325K +$15.4K +100 +5%
HSA
587
HBK Sorce Advisory
Pennsylvania
$325K +$57K +370 +23%
RIA
588
Regal Investment Advisors
Michigan
$321K +$302K +1,962 New
3LCM
589
3D/L Capital Management
Connecticut
$320K +$9.09K +59 +3%
CBA
590
Coastal Bridge Advisors
Connecticut
$319K – – –
HWM
591
Howard Wealth Management
Connecticut
$317K -$7.7K -50 -3%
VVP
592
Venture Visionary Partners
Ohio
$317K +$21.6K +140 +8%
HCM
593
Hall Capital Management
Rhode Island
$317K +$299K +1,938 New
PFM
594
Peak Financial Management
Massachusetts
$313K -$2.31K -15 -0.8%
CC
595
Corsicana & Co
Texas
$313K +$294K +1,910 New
TF
596
TimeScale Financial
Massachusetts
$312K -$26.3K -171 -8%
DAM
597
Derbend Asset Management
Georgia
$311K +$293K +1,900 New
EWM
598
EPG Wealth Management
Georgia
$310K -$2.75M -17,849 -90%
RIS
599
Retirement Income Solutions
Michigan
$310K -$250K -1,620 -46%
WTC
600
WhitTier Trust Company
Nevada
$309K – – –