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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
726
Zullo Investment Group
Pennsylvania
$85K -$12.4K -95 -13%
FPFS
727
First Personal Financial Services
North Carolina
$84K -$9.25K -71 -10%
IRAG
728
Investment Research & Advisory Group
Georgia
$84K – – –
CA
729
Clearstead Advisors
Ohio
$83K – – –
WIM
730
Westside Investment Management
California
$81.4K +$102K +782 +7%
SC
731
Solstein Capital
California
$81K – – –
TIM
732
Tortoise Investment Management
New York
$79K – – –
HBW
733
Hazlett, Burt & Watson
West Virginia
$79K +$79.3K +609 New
BCPWM
734
Bradley & Co Private Wealth Management
Florida
$79K +$79.5K +610 New
AWM
735
AllSquare Wealth Management
New York
$78K -$3.26K -25 -4%
AC
736
AlphaCore Capital
California
$77K – – –
ETI
737
Enterprise Trust & Investment
California
$77K – – –
GWSG
738
GPS Wealth Strategies Group
Colorado
$72K -$36K -276 -33%
MTIC
739
Missouri Trust & Investment Company
Missouri
$72K – – –
DSC
740
Duncker Streett & Co
Missouri
$71K -$85.6K -657 -55%
HWM
741
HighMark Wealth Management
Minnesota
$71K – – –
MWC
742
MBM Wealth Consultants
Missouri
$71K – – –
BWM
743
Baystate Wealth Management
Massachusetts
$69K – – –
SBL
744
Sargent Bickham Lagudis
Colorado
$69K – – –
AWM
745
Aberdeen Wealth Management
Illinois
$68K – – –
BFO
746
Biltmore Family Office
North Carolina
$68K – – –
FCMA
747
Foresight Capital Management Advisors
Michigan
$68K +$1.17K +9 +2%
WAM
748
WFA Asset Management
Wisconsin
$66.2K – – –
CB
749
CNB Bank
Pennsylvania
$66K -$651 -5 -1%
MMG
750
Monetary Management Group
Missouri
$65K – – –
28 29
30
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