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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
626
Robertson Stephens Wealth Management
California
$243K – – –
PWMAG
627
Pinnacle Wealth Management Advisory Group
New Jersey
$241K -$1.95K -15 -0.8%
KWM
628
Kaydan Wealth Management
Michigan
$241K -$4.17K -32 -2%
TIA
629
Tiemann Investment Advisors
California
$239K – – –
GVAG
630
Great Valley Advisor Group
Delaware
$238K -$20.6K -158 -9%
RPWA
631
Regent Peak Wealth Advisors
Georgia
$238K – – –
SFM
632
Signet Financial Management
New Jersey
$236K -$22.9K -176 -9%
OCM
633
One Capital Management
California
$232K -$127K -978 -35%
BRWM
634
B. Riley Wealth Management
Tennessee
$232K +$232K +1,784 New
NAM
635
NorthCrest Asset Manangement
Minnesota
$229K -$31.5K -242 -12%
HWM
636
Howard Wealth Management
Connecticut
$229K -$9.77K -75 -4%
HWA
637
Heritage Wealth Advisors
Virginia
$228K – – –
SIC
638
Samalin Investment Counsel
New York
$228K +$6.77K +52 +3%
AMG
639
Asset Management Group
Connecticut
$227K +$130 +1 +0.1%
AIM
640
Aurora Investment Managers
Florida
$227K +$227K +1,743 New
MFA
641
Mayflower Financial Advisors
Massachusetts
$226K +$6.77K +52 +3%
PWW
642
Pettyjohn Wood & White
Virginia
$224K +$18.2K +140 +9%
JGUA
643
John G. Ullman & Associates
New York
$222K – – –
JE
644
JMAC Enterprises
Pennsylvania
$222K +$222K +1,703 New
HPWA
645
Hall Private Wealth Advisors
North Carolina
$220K -$28K -215 -11%
CF
646
Centaurus Financial
California
$220K -$17.5K -134 -7%
SIC
647
Sterling Investment Counsel
New York
$220K -$15.1K -116 -6%
AWE
648
Avidian Wealth Enterprises
Texas
$220K – – –
WAM
649
WNY Asset Management
New York
$219K – – –
HCM
650
Hall Capital Management
Rhode Island
$218K -$89.6K -688 -29%
24 25
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