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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
576
Alpine Global Management
New York
$346K +$326K +2,115 New
JGUA
577
John G. Ullman & Associates
New York
$344K – – –
KF
578
Krilogy Financial
Missouri
$343K – – –
PP
579
Professional Planning
California
$340K -$36K -234 -10%
SIG
580
Sargent Investment Group
Maryland
$337K – – –
FA
581
Fortis Advisors
Pennsylvania
$335K +$316K +2,050 New
PI
582
Parkside Investments
Illinois
$335K +$316K +2,050 New
PA
583
Procyon Advisors
Connecticut
$331K +$51.6K +335 +20%
RJT
584
Raymond James Trust
Florida
$330K – – –
WP
585
WMS Partners
Maryland
$325K +$15.4K +100 +5%
HSA
586
HBK Sorce Advisory
Pennsylvania
$325K +$57K +370 +23%
RIA
587
Regal Investment Advisors
Michigan
$321K +$302K +1,962 New
3LCM
588
3D/L Capital Management
Connecticut
$320K +$9.09K +59 +3%
CBA
589
Coastal Bridge Advisors
Connecticut
$319K – – –
HWM
590
Howard Wealth Management
Connecticut
$317K -$7.7K -50 -3%
VVP
591
Venture Visionary Partners
Ohio
$317K +$21.6K +140 +8%
HCM
592
Hall Capital Management
Rhode Island
$317K +$299K +1,938 New
PFM
593
Peak Financial Management
Massachusetts
$313K -$2.31K -15 -0.8%
CC
594
Corsicana & Co
Texas
$313K +$294K +1,910 New
TF
595
TimeScale Financial
Massachusetts
$312K -$26.3K -171 -8%
DAM
596
Derbend Asset Management
Georgia
$311K +$293K +1,900 New
EWM
597
EPG Wealth Management
Georgia
$310K -$2.75M -17,849 -90%
RIS
598
Retirement Income Solutions
Michigan
$310K -$250K -1,620 -46%
WTC
599
WhitTier Trust Company
Nevada
$309K – – –
CPC
600
Cookson Peirce & Co
Pennsylvania
$308K – – –
22 23
24
25 26