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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
576
RDA Financial Network
Iowa
$244K -$13.7K -110 -5%
WFA
577
Wipfli Financial Advisors
Wisconsin
$244K +$259K +2,083 New
GC
578
Grimes & Company
Massachusetts
$243K +$248 +2 +0.1%
SCM
579
Schnieders Capital Management
California
$242K -$12.4K -100 -5%
KTC
580
Kistler-Tiffany Companies
Pennsylvania
$242K – – –
MWA
581
Meridian Wealth Advisors
Texas
$242K – – –
KC
582
Kingfisher Capital
North Carolina
$242K +$257K +2,069 New
NCM
583
Neumann Capital Management
California
$241K – – –
RIS
584
Retirement Income Solutions
Michigan
$241K – – –
ERWM
585
Elk River Wealth Management
Colorado
$240K – – –
CT
586
Caldwell Trust
Florida
$239K -$4.97K -40 -2%
FHA
587
First Horizon Advisors
Tennessee
$239K -$16.4K -132 -6%
ACI
588
Alpha Cubed Investments
California
$239K +$6.21K +50 +3%
WMP
589
Wealth Management Partners
Arizona
$238K – – –
EHC
590
Everett Harris & Co
California
$238K +$3.73K +30 +1%
AWA
591
Arete Wealth Advisors
Illinois
$237K -$228K -1,836 -47%
NCM
592
NCM Capital Management
New Jersey
$236K – – –
CBA
593
Coastal Bridge Advisors
Connecticut
$228K – – –
WPC
594
Wedmont Private Capital
Pennsylvania
$228K – – –
WWM
595
WJ Wealth Management
Arizona
$228K – – –
WA
596
WBH Advisory
Maryland
$225K -$24.8K -200 -9%
3LCM
597
3D/L Capital Management
Connecticut
$224K -$3.1K -25 -1%
RSWM
598
Robertson Stephens Wealth Management
California
$224K +$5.84K +47 +3%
CC
599
Corsicana & Co
Texas
$223K – – –
VW
600
Vance Wealth
California
$223K +$236K +1,903 New
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24
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