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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
601
Regent Peak Wealth Advisors
Georgia
$303K – – –
RPC
602
Rossmore Private Capital
Connecticut
$303K – – –
RSWM
603
Robertson Stephens Wealth Management
California
$297K -$77.2K -501 -22%
SG
604
StoneX Group
New York
$293K +$71.3K +463 +35%
WA
605
Waverly Advisors
Alabama
$288K – – –
HWA
606
Heritage Wealth Advisors
Virginia
$286K – – –
AMG
607
Asset Management Group
Connecticut
$285K -$15.7K -102 -6%
VAG
608
VisionPoint Advisory Group
Texas
$281K -$2.76M -17,950 -91%
BHWM
609
Bar Harbor Wealth Management
New Hampshire
$281K -$70.7K -459 -21%
PCM
610
Princeton Capital Management
New Jersey
$281K +$264K +1,717 New
GTAM
611
Global Trust Asset Management
Florida
$278K +$262K +1,700 New
IA
612
Inspire Advisors
Idaho
$277K -$23.6K -153 -8%
CFGS
613
Concourse Financial Group Securities
Alabama
$276K -$121K -787 -32%
BAM
614
Barrett Asset Management
New York
$275K – – –
PWMAG
615
Pinnacle Wealth Management Advisory Group
New Jersey
$274K – – –
CCMD
616
Cypress Capital Management (Delaware)
Delaware
$270K – – –
APP
617
Avantax Planning Partners
Iowa
$270K +$12K +78 +5%
5L
618
55I LLC
Massachusetts
$265K +$10.9K +71 +5%
RPG
619
Resource Planning Group
Georgia
$263K +$154 +1 +0.1%
PWW
620
Pettyjohn Wood & White
Virginia
$263K +$247K +1,605 New
EWA
621
Exencial Wealth Advisors
Oklahoma
$262K -$8.93K -58 -3%
NL
622
NVWM LLC
Pennsylvania
$262K – – –
RIL
623
Rothschild Investment LLC
Illinois
$262K – – –
MFA
624
Mayflower Financial Advisors
Massachusetts
$259K +$10.3K +67 +4%
RFWA
625
RPg Family Wealth Advisory
Massachusetts
$259K +$244K +1,582 New
23 24
25
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