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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
601
Kingfisher Capital
North Carolina
$228K – – –
SIC
602
Sterling Investment Counsel
New York
$228K +$27.7K +213 +13%
FA
603
Financial Advisors
Massachusetts
$224K – – –
WMP
604
Wealth Management Partners
Arizona
$223K -$20.3K -156 -8%
HWA
605
Heritage Wealth Advisors
Virginia
$222K – – –
AMG
606
Asset Management Group
Connecticut
$222K – – –
JAG
607
Journey Advisory Group
Kentucky
$221K -$311K -2,394 -58%
TSWM
608
Tyler-Stone Wealth Management
Ohio
$220K +$225K +1,734 New
VCM
609
Virtue Capital Management
Tennessee
$219K -$1.08M -8,328 -83%
ST
610
Sentinel Trust
Texas
$219K – – –
APP
611
Avantax Planning Partners
Iowa
$218K – – –
RWM
612
Ritholtz Wealth Management
New York
$217K +$2.6K +20 +1%
IAN
613
Integrated Advisors Network
Texas
$215K +$130 +1 +0.1%
HAS
614
HBW Advisory Services
California
$213K -$47.4K -365 -18%
PHIC
615
Pine Haven Investment Counsel
Massachusetts
$211K – – –
AWA
616
Arete Wealth Advisors
Illinois
$210K -$54.8K -422 -20%
CP
617
Castleview Partners
Texas
$210K +$78.6K +605 +58%
TF
618
TimeScale Financial
Massachusetts
$209K – – –
FSA
619
Financial Sense Advisors
California
$208K – – –
VA
620
Valmark Advisers
Ohio
$206K +$6.5K +50 +3%
ESB
621
Essex Savings Bank
Connecticut
$206K – – –
FSA
622
Fort Sheridan Advisors
Illinois
$206K +$210K +1,619 New
RPG
623
Resource Planning Group
Georgia
$205K – – –
PA
624
Prism Advisors
California
$204K +$209K +1,608 New
PGAM
625
Princeton Global Asset Management
New Jersey
$203K -$229K -1,765 -52%
23 24
25
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