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iShares Biotechnology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
651
Jacobi Capital Management
Pennsylvania
$86K – – –
BW
652
Bison Wealth
Georgia
$84K +$69.7K +514 +472%
HWM
653
HighMark Wealth Management
Minnesota
$82K – – –
TIM
654
Tortoise Investment Management
New York
$82K – – –
JIR
655
James Investment Research
Ohio
$81K – – –
NSIM
656
North Star Investment Management
Illinois
$81K – – –
ST
657
Smithfield Trust
Pennsylvania
$81K – – –
SIA
658
SeaBridge Investment Advisors
New Jersey
$81K +$13.6K +100 +20%
ETI
659
Enterprise Trust & Investment
California
$80K – – –
BWM
660
Baystate Wealth Management
Massachusetts
$76K – – –
BBHC
661
Brown Brothers Harriman & Co
New York
$75K -$2.04K -15 -3%
RFWA
662
RPg Family Wealth Advisory
Massachusetts
$74.2K – – –
MWC
663
MBM Wealth Consultants
Missouri
$74K – – –
BDS
664
Banco de Sabadell
Florida
$74K +$74.6K +550 New
AWM
665
Aberdeen Wealth Management
Illinois
$73K +$72.9K +537 New
SBL
666
Sargent Bickham Lagudis
Colorado
$72K -$10.2K -75 -12%
BFO
667
Biltmore Family Office
North Carolina
$71K – – –
TCOV
668
Trust Company of Vermont
Vermont
$71K – – –
RFA
669
Reilly Financial Advisors
California
$70K – – –
FRA
670
Front Row Advisors
California
$69K – – –
HFA
671
Hoover Financial Advisors
Pennsylvania
$66K +$20.8K +153 +46%
HIIFS
672
Harel Insurance Investments & Financial Services
Israel
$65K – – –
RE
673
RBC Europe
United Kingdom
$64.3K +$50.2K +370 +352%
BWA
674
Burt Wealth Advisors
Maryland
$64K – – –
CA
675
Clearstead Advisors
Ohio
$62K – – –