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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
201
Torch Wealth Management
Ohio
$1.29M +$71.3K +750 +6%
ST
202
Spinnaker Trust
Maine
$1.24M +$12.6K +132 +1%
TTWM
203
TCV Trust & Wealth Management
Virginia
$1.23M -$91.3K -960 -7%
BC
204
Bartlett & Co
Ohio
$1.2M -$15.7K -165 -1%
ACS
205
Archford Capital Strategies
Illinois
$1.19M +$20.5K +216 +2%
AWM
206
Altavista Wealth Management
North Carolina
$1.18M +$1.16M +12,219 New
JIC
207
Johnson Investment Counsel
Ohio
$1.18M -$69.9K -735 -6%
KHLMTHM
208
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.16M +$1.15M +12,063 New
FWCM
209
Ferguson Wellman Capital Management
Oregon
$1.16M – – –
BPCA
210
Bank Pictet & Cie (Asia)
Singapore
$1.12M – – –
MWM
211
Modera Wealth Management
New Jersey
$1.1M +$146K +1,533 +16%
VCM
212
Verger Capital Management
North Carolina
$1.1M +$1.08M +11,400 New
GKWIM
213
Gerber Kawasaki Wealth & Investment Management
California
$1.1M +$1.09M +11,406 New
KC
214
Kingfisher Capital
North Carolina
$1.04M +$1.03M +10,791 New
BCM
215
BTR Capital Management
California
$1.04M -$9.99K -105 -1%
CC
216
Courier Capital
New York
$1.04M -$3.42K -36 -0.3%
BPCE
217
Bank Pictet & Cie (Europe)
Germany
$1.03M -$223K -2,349 -18%
AIIMS
218
Analyst IMS Investment Management Services
Israel
$973K – – –
KLI
219
Kelman-Lazarov Inc
Tennessee
$954K – – –
MCM
220
MAI Capital Management
Ohio
$948K +$26.8K +282 +3%
ACM
221
Alethea Capital Management
Washington
$939K +$116K +1,215 +14%
GS
222
Girard Securities
California
$927K +$914K +9,606 New
GLA
223
Great Lakes Advisors
Illinois
$912K – – –
VNA
224
Valley National Advisers
Pennsylvania
$899K -$26.3K -276 -3%
MAS
225
Madden Advisory Services
Florida
$892K -$194K -2,040 -18%
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9
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