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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
901
Townsend Asset Management
North Carolina
$16K – – –
ADL
902
Asset Dedication LLC
California
$15K – – –
CIAS
903
Capital Investment Advisory Services
North Carolina
$15K +$3.41K +22 +29%
HFM
904
Hartford Financial Management
Connecticut
$15K +$10.8K +70 +233%
PO
905
Private Ocean
California
$14K – – –
SIAP
906
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K – – –
SCA
907
Sandy Cove Advisors
Massachusetts
$14K +$14.7K +95 New
CFFP
908
Center for Financial Planning
Michigan
$13K – – –
SN
909
Sittner & Nelson
Oregon
$12K – – –
MBFW
910
Morton Brown Family Wealth
Pennsylvania
$12K +$12.1K +78 New
CCM
911
Covington Capital Management
California
$11K – – –
FWM
912
Focused Wealth Management
New York
$11K – – –
MCM
913
Manchester Capital Management
Vermont
$11K – – –
SMA
914
Sage Mountain Advisors
Georgia
$11K – – –
AIA
915
Armor Investment Advisors
North Carolina
$10K -$2.94K -19 -22%
FFA
916
Founders Financial Alliance
North Carolina
$10K – – –
PP
917
Pacifica Partners
Canada
$10K – – –
WFA
918
WestHill Financial Advisors
California
$10K – – –
SIC
919
Salem Investment Counselors
North Carolina
$8K -$11.6K -75 -60%
TWA
920
TCI Wealth Advisors
Arizona
$8K -$8.05K -52 -50%
LPWM
921
Lake Point Wealth Management
Texas
$8K -$7.74K -50 -50%
HIM
922
HawsGoodwin Investment Management
Tennessee
$8K – – –
LFASL
923
Lugano Financial Advisors SA (LFA)
Switzerland
$8K – – –
LWA
924
Lowe Wealth Advisors
Maryland
$8K +$4.64K +30 +120%
IBOK
925
Independence Bank of Kentucky
Kentucky
$8K +$7.74K +50 New
35 36
37
38 39