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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
651
Robertson Stephens Wealth Management
California
$285K +$7.74K +50 +3%
PWMAG
652
Pinnacle Wealth Management Advisory Group
New Jersey
$285K +$28.6K +185 +11%
GVAG
653
Great Valley Advisor Group
Delaware
$284K -$218K -1,411 -44%
KWS
654
Keystone Wealth Services
California
$283K +$287K +1,854 New
RPC
655
Rossmore Private Capital
Connecticut
$282K – – –
PFM
656
Peak Financial Management
Massachusetts
$281K -$11.6K -75 -4%
CFGS
657
Concourse Financial Group Securities
Alabama
$281K +$17.5K +113 +7%
SAM
658
Seelaus Asset Management
New Jersey
$280K -$75.9K -490 -21%
HWM
659
Howard Wealth Management
Connecticut
$280K +$310 +2 +0.1%
TIA
660
Tiemann Investment Advisors
California
$280K +$284K +1,836 New
RPWA
661
Regent Peak Wealth Advisors
Georgia
$279K – – –
WPC
662
Wedmont Private Capital
Pennsylvania
$279K +$312K +2,018 New
CF
663
Centaurus Financial
California
$278K -$101K -655 -26%
CIA
664
Choate Investment Advisors
Massachusetts
$278K +$143K +921 +102%
RFWA
665
RPg Family Wealth Advisory
Massachusetts
$277K +$20.1K +130 +8%
HI
666
Harbour Investments
Wisconsin
$276K -$429K -2,768 -60%
DAM
667
Derbend Asset Management
Georgia
$276K – – –
BFIM
668
Beese Fulmer Investment Management
Ohio
$275K +$23.2K +150 +9%
HNWAG
669
High Net Worth Advisory Group
Florida
$275K +$279K +1,800 New
SIC
670
Sterling Investment Counsel
New York
$275K +$279K +1,801 New
CHAM
671
Clear Harbor Asset Management
Connecticut
$274K +$278K +1,798 New
EWM
672
EPG Wealth Management
Georgia
$271K +$1.24K +8 +0.5%
TWC
673
TD Waterhouse Canada
Ontario, Canada
$267K +$259K +1,676 New
HWA
674
Heritage Wealth Advisors
Virginia
$267K – – –
HWM
675
HB Wealth Management
Georgia
$267K +$271K +1,749 New
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