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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
726
Sonora Investment Management
Arizona
$18K – – –
SIC
727
Salem Investment Counselors
North Carolina
$17K – – –
WEC
728
Winslow Evans & Crocker
Massachusetts
$17K +$17K +125 New
BWP
729
Baldwin Wealth Partners
Massachusetts
$16K – – –
HS
730
Horan Securities
United States
$16K – – –
SFG
731
Sowa Financial Group
Rhode Island
$16K – – –
WCG
732
Weaver Consulting Group
California
$15K – – –
DAM
733
Delta Asset Management
Tennessee
$15K +$1.36K +10 +10%
CSPIA
734
Cary Street Partners Investment Advisory
Virginia
$15K +$14.7K +108 New
BWM
735
BerganKDV Wealth Management
Minnesota
$14K – – –
HWA
736
HHM Wealth Advisors
Tennessee
$14K – – –
LS
737
Leelyn Smith
Illinois
$14K – – –
TAM
738
Townsend Asset Management
North Carolina
$14K – – –
FM
739
Family Management
New York
$13K – – –
AIA
740
Armor Investment Advisors
North Carolina
$12K – – –
PO
741
Private Ocean
California
$12K – – –
SIAP
742
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K – – –
WLPWM
743
Walled Lake Planning & Wealth Management
Illinois
$12K +$543 +4 +5%
DI
744
Disciplined Investments
Oklahoma
$11K -$5.97K -44 -35%
CHA
745
Carmichael Hill & Associates
Maryland
$11K – – –
LWCFA
746
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
SWM
747
Sugarloaf Wealth Management
Georgia
$11K – – –
FMP
748
Financial Management Professionals
Texas
$11K +$10.6K +78 New
FWM
749
Focused Wealth Management
New York
$10K – – –
TI
750
tru Independence
Oregon
$10K +$10.4K +77 New
28 29
30
31 32