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iShares Biotechnology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
676
Edge Wealth Management
New York
$207K – – –
DWP
677
Daymark Wealth Partners
Ohio
$207K – – –
LWM
678
LightSquare Wealth Management
Michigan
$206K +$208K +1,217 New
BFA
679
Bragg Financial Advisors
North Carolina
$205K – – –
MWM
680
Modern Wealth Management
Kansas
$205K -$44.1K -258 -18%
KWM
681
Keebeck Wealth Management
Illinois
$204K -$269K -1,575 -57%
AF
682
Alerus Financial
North Dakota
$204K -$25.1K -147 -11%
TAM
683
TCP Asset Management
Ohio
$204K – – –
HNB
684
Huntington National Bank
Ohio
$203K – – –
AF
685
ASL Financial
California
$203K – – –
LFASL
686
Lugano Financial Advisors SA (LFA)
Switzerland
$203K – – –
PGA
687
Portland Global Advisors
Maine
$203K – – –
AAM
688
Aureus Asset Management
Massachusetts
$203K +$205K +1,200 New
USB
689
Union Savings Bank
Connecticut
$203K – – –
NLP
690
Next Level Private
New York
$201K +$171 +1 +0.1%
EFG
691
Embree Financial Group
Illinois
$200K +$203K +1,186 New
RIS
692
Retirement Income Solutions
Michigan
$200K – – –
EWM
693
EPG Wealth Management
Georgia
$198K -$30.1K -176 -13%
DJSG
694
D.J. St. Germain
Massachusetts
$198K – – –
LP
695
LMR Partners
United Kingdom
$194K +$196K +1,149 New
CSC
696
Caldwell Sutter Capital
California
$193K – – –
Lazard Asset Management
697
Lazard Asset Management
New York
$192K +$42.6K +249 +28%
BSB
698
Bangor Savings Bank
Maine
$186K – – –
BF
699
BOK Financial
Oklahoma
$184K – – –
UBP
700
Union Bancaire Privee
Switzerland
$181K – – –