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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
601
Regal Investment Advisors
Michigan
$291K -$26.9K -160 -8%
5L
602
55I LLC
Massachusetts
$291K +$30.3K +180 +11%
HIA
603
Harbor Investment Advisory
Maryland
$290K +$89.4K +531 +42%
OPS
604
Orion Portfolio Solutions
Nebraska
$288K +$299K +1,779 New
EWM
605
EPG Wealth Management
Georgia
$286K -$21.5K -128 -7%
HWA
606
Heritage Wealth Advisors
Virginia
$283K – – –
AMG
607
Asset Management Group
Connecticut
$281K – – –
CFGS
608
Concourse Financial Group Securities
Alabama
$279K +$6.9K +41 +2%
BAM
609
Barrett Asset Management
New York
$272K – – –
PWMAG
610
Pinnacle Wealth Management Advisory Group
New Jersey
$272K +$1.68K +10 +0.6%
WCM
611
Washburn Capital Management
Florida
$272K +$284K +1,685 New
RFWA
612
RPg Family Wealth Advisory
Massachusetts
$272K +$16.8K +100 +6%
LJAC
613
L.J. Altfest & Co
New York
$271K -$3.67M -21,829 -93%
CCMD
614
Cypress Capital Management (Delaware)
Delaware
$270K – – –
LWAC
615
Laurel Wealth Advisors (California)
California
$269K -$107K -635 -28%
VAG
616
VisionPoint Advisory Group
Texas
$269K – – –
BFIM
617
Beese Fulmer Investment Management
Ohio
$268K +$279K +1,655 New
APP
618
Avantax Planning Partners
Iowa
$267K – – –
KJHP
619
K.J. Harrison & Partners
Ontario, Canada
$266K -$168K -1,000 -38%
SFM
620
Signet Financial Management
New Jersey
$263K +$274K +1,629 New
WA
621
Waverly Advisors
Alabama
$261K – – –
RPG
622
Resource Planning Group
Georgia
$260K – – –
NL
623
NVWM LLC
Pennsylvania
$259K – – –
RIL
624
Rothschild Investment LLC
Illinois
$259K – – –
KPCM
625
Kings Point Capital Management
New York
$259K +$33.7K +200 +14%
23 24
25
26 27