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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
LS
801
Leelyn Smith
Illinois
$16K – – –
TAM
802
Townsend Asset Management
North Carolina
$16K – – –
ADL
803
Asset Dedication LLC
California
$15K -$7.15K -50 -33%
FM
804
Family Management
New York
$15K – – –
PWA
805
Phoenix Wealth Advisors
North Carolina
$15K +$14.3K +100 New
MPWT
806
MassMutual Private Wealth & Trust
Connecticut
$15K +$14.6K +102 New
PO
807
Private Ocean
California
$14K – – –
SIAP
808
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K – – –
BWA
809
Burt Wealth Advisors
Maryland
$13K -$54.7K -383 -81%
AIA
810
Armor Investment Advisors
North Carolina
$13K – – –
CHA
811
Carmichael Hill & Associates
Maryland
$13K – – –
DI
812
Disciplined Investments
Oklahoma
$13K – – –
WLPWM
813
Walled Lake Planning & Wealth Management
Illinois
$13K – – –
CFFP
814
Center for Financial Planning
Michigan
$13K +$11.9K +83 New
SN
815
Sittner & Nelson
Oregon
$12K +$11K +77 New
LGA
816
Lebenthal Global Advisors
New York
$12K +$12.1K +85 New
AAP
817
Arax Advisory Partners
Colorado
$11K -$10.1K -71 -50%
SIM
818
Sonora Investment Management
Arizona
$11K -$8.57K -60 -44%
FWM
819
Focused Wealth Management
New York
$11K – – –
PP
820
Pacifica Partners
Canada
$11K – – –
AWG
821
Altus Wealth Group
Colorado
$11K +$10K +70 New
SMA
822
Sage Mountain Advisors
Georgia
$11K +$10.7K +75 New
HGWM
823
Harvest Group Wealth Management
Massachusetts
$10K -$17.1K -120 -66%
FHC
824
First Horizon Corporation
Tennessee
$10K – – –
WFA
825
WestHill Financial Advisors
California
$10K +$9.15K +64 New
31 32
33
34 35