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iShares Biotechnology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
826
Raffa Wealth Management
District of Columbia
$59.8K +$60.7K +392 New
VC
827
Vestor Capital
Illinois
$58K – – –
WT
828
Washington Trust
Rhode Island
$57K – – –
CFO
829
CVA Family Office
Colorado
$57K +$34.8K +225 +150%
FAG
830
Fortitude Advisory Group
Washington
$57K +$57.4K +371 New
AWM
831
Accel Wealth Management
Iowa
$56K – – –
RI
832
Rinkey Investments
California
$56K +$61.2K +395 New
ACA
833
Aptus Capital Advisors
Alabama
$55K – – –
PCG
834
Private Capital Group
Connecticut
$53K – – –
WWMSC
835
Wagner Wealth Management (South Carolina)
South Carolina
$53K +$11.5K +74 +27%
SC
836
SouthState Corp
Florida
$51K – – –
IFAM
837
Institutional & Family Asset Management
Colorado
$48K -$22.4K -145 -31%
JIR
838
James Investment Research
Ohio
$48K – – –
Lazard Asset Management
839
Lazard Asset Management
New York
$48K – – –
BWL
840
Bogart Wealth LLC
Virginia
$48K +$11.6K +75 +31%
Bessemer Group
841
Bessemer Group
New Jersey
$46K – – –
CPFP
842
Clear Perspectives Financial Planning
Ohio
$46K – – –
CFB
843
Cullen/Frost Bankers
Texas
$46K – – –
FFA
844
Freedman Financial Associates
Massachusetts
$46K – – –
CLOS
845
Compagnie Lombard Odier SCmA
Switzerland
$46K +$46.4K +300 New
JFGIW
846
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K +$46.4K +300 New
RP
847
Rice Partnership
Hawaii
$46K +$46.4K +300 New
EWM
848
Edge Wealth Management
New York
$45K – – –
FM
849
Family Management
New York
$45K – – –
WPWM
850
Western Pacific Wealth Management
Illinois
$45K +$46.4K +300 New