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iShares Biotechnology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
626
CFM Wealth Partners
Texas
$111K -$28.7K -225 -22%
ADL
627
Asset Dedication LLC
California
$111K -$18.6K -146 -15%
CIAS
628
CBIZ Investment Advisory Services
Ohio
$111K
PCG
629
Private Capital Group
Connecticut
$108K +$57K +447 +130%
AWM
630
Atticus Wealth Management
Florida
$106K +$6.25K +49 +7%
ACA
631
Aptus Capital Advisors
Alabama
$106K +$48.7K +382 +96%
AC
632
AlphaCore Capital
California
$104K +$255 +2 +0.3%
GC
633
Grace Capital
Massachusetts
$103K
GFP
634
Gryphon Financial Partners
Ohio
$102K +$94.8K +744 New
BFC
635
Bedel Financial Consulting
Indiana
$101K
FCA
636
FinTrust Capital Advisors
South Carolina
$101K
ACM
637
AUA Capital Management
Pennsylvania
$98K
FPFS
638
First Personal Financial Services
North Carolina
$98K
First Manhattan
639
First Manhattan
New York
$94K
IRAG
640
Investment Research & Advisory Group
Georgia
$87K
JCM
641
Jacobi Capital Management
Pennsylvania
$87K
SBL
642
Sargent Bickham Lagudis
Colorado
$83K
HWM
643
HighMark Wealth Management
Minnesota
$82K
JIR
644
James Investment Research
Ohio
$82K
NSIM
645
North Star Investment Management
Illinois
$82K
ST
646
Smithfield Trust
Pennsylvania
$82K
TIM
647
Tortoise Investment Management
New York
$82K
ETI
648
Enterprise Trust & Investment
California
$81K +$75.2K +590 New
BBHC
649
Brown Brothers Harriman & Co
New York
$78K -$22.9K -180 -24%
BWM
650
Baystate Wealth Management
Massachusetts
$77K +$4.59K +36 +7%