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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
801
Geneos Wealth Management
Colorado
$66.2K – – –
SC
802
SummitTX Capital
Texas
$64.7K -$239K -1,392 -80%
BG
803
Bollard Group
Massachusetts
$64K – – –
CBT
804
Crews Bank & Trust
Florida
$62.8K – – –
SC
805
Solstein Capital
California
$62.8K – – –
CSP
806
Cary Street Partners
Virginia
$62.8K +$26.8K +156 +90%
APFP
807
Action Point Financial Planning
Michigan
$62.4K +$56.7K +330 New
WWM
808
Wolff Wiese Magana
California
$61.2K -$44.3K -258 -44%
SNB
809
Security National Bank
Nebraska
$57.1K – – –
TCA
810
Trifecta Capital Advisors
Illinois
$57.1K – – –
CFM
811
Compass Financial Management
Florida
$56.3K +$50.9K +296 New
TIM
812
Thompson Investment Management
Wisconsin
$55.3K – – –
HC
813
Hurley Capital
New York
$55.2K -$8.77K -51 -15%
NEWAS
814
N.E.W. Advisory Services
Wisconsin
$51.7K – – –
HPC
815
HM Payson & Co
Maine
$50.4K – – –
BWL
816
Bogart Wealth LLC
Virginia
$49.8K – – –
HIMS
817
Hager Investment Management Services
New Hampshire
$49.4K – – –
RCM
818
Raleigh Capital Management
North Carolina
$48.9K -$995K -5,790 -96%
HNW
819
High Note Wealth
Minnesota
$48.9K – – –
RS
820
Rakuten Securities
Japan
$47.5K -$17.2K -100 -29%
TCOT
821
Trust Company of Toledo
Ohio
$47.5K – – –
MMG
822
Monetary Management Group
Missouri
$47.5K -$6.88K -40 -14%
HAP
823
Harbor Asset Planning
Massachusetts
$47.2K – – –
SWM
824
SHP Wealth Management
Massachusetts
$46.8K +$2.23K +13 +6%
BCPWM
825
Bradley & Co Private Wealth Management
Florida
$46.6K – – –
31 32
33
34 35