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iShares Biotechnology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
901
Zurich Cantonal Bank
Switzerland
– -$79K -521 Closed
BSSFA
902
Baron Silver Stevens Financial Advisors
Florida
– -$68K -449 Closed
SFG
903
Sowa Financial Group
Rhode Island
– -$57K -374 Closed
RWA
904
Ropes Wealth Advisors
Massachusetts
– -$49K -322 Closed
BWM
905
BerganKDV Wealth Management
Minnesota
– -$48K -315 Closed
PFO
906
Pathstone Family Office
New Jersey
– -$47K -312 Closed
FPCG
907
Fort Pitt Capital Group
Pennsylvania
– -$45K -300 Closed
JAWM
908
J. Arnold Wealth Management
Ohio
– -$45K -300 Closed
AP
909
Atwood & Palmer
Missouri
– -$27K -175 Closed
PS
910
Planned Solutions
California
– -$25K -164 Closed
TPWA
911
TRUE Private Wealth Advisors
Oregon
– -$24K -162 Closed
SIAG
912
Safeguard Investment Advisory Group
California
– -$19K -129 Closed
CAC
913
Cowen and Company
New York
– -$19K -127 Closed
BWA
914
Burt Wealth Advisors
Maryland
– -$13K -88 Closed
LGA
915
Lebenthal Global Advisors
New York
– -$12K -85 Closed
CWM
916
Curi Wealth Management
North Carolina
– -$10K -70 Closed
PWPS
917
Pinnacle Wealth Planning Services
Ohio
– -$10K -69 Closed
HGWM
918
Harvest Group Wealth Management
Massachusetts
– -$10K -63 Closed
OSNBOA
919
Old Second National Bank of Aurora
Illinois
– -$8K -51 Closed
BHWM
920
Bay Harbor Wealth Management
Maryland
– -$6K -41 Closed
KC
921
Kinloch Capital
Virginia
– -$2K -12 Closed
MF
922
Manchester Financial
California
– -$2K -10 Closed
Capstone Investment Advisors
923
Capstone Investment Advisors
New York
– +$477 +3 New
COCM
924
Charter Oak Capital Management
New Hampshire
– +$477 +3 New