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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
201
Beaumont Financial Advisors
Massachusetts
$1.13M -$50K -407 -4%
WAP
202
Wealthcare Advisory Partners
Pennsylvania
$1.13M -$215K -1,748 -16%
MSFS
203
Main Street Financial Solutions
Pennsylvania
$1.13M -$33.6K -274 -3%
VWA
204
VERITY Wealth Advisors
United States
$1.13M – – –
BFO
205
Biltmore Family Office
North Carolina
$1.12M – – –
BHBT
206
Burke & Herbert Bank & Trust
Virginia
$1.11M – – –
CAM
207
Cresset Asset Management
Illinois
$1.11M -$226K -1,842 -17%
KCM
208
Kanawha Capital Management
Virginia
$1.11M +$15.2K +124 +1%
CWM
209
Connecticut Wealth Management
Connecticut
$1.1M – – –
BB
210
Busey Bank
Illinois
$1.08M – – –
AWM
211
Apollon Wealth Management
South Carolina
$1.08M -$29K -236 -3%
CWA
212
Clarity Wealth Advisors
California
$1.07M -$248K -2,019 -19%
CPIG
213
Chicago Partners Investment Group
Illinois
$1.07M -$162K -1,318 -14%
NPFS
214
Novak & Powell Financial Services
Florida
$1.05M -$294K -2,392 -22%
MA
215
Mutual Advisors
Nebraska
$1.05M -$167K -1,359 -15%
BWM
216
BigSur Wealth Management
Florida
$1.04M – – –
PCM
217
Ping Capital Management
New York
$1.01M +$123K +1,000 +14%
IWC
218
Integrated Wealth Concepts
Massachusetts
$997K -$37.3K -304 -4%
SG
219
Sharper & Granite
California
$982K +$173K +1,410 +23%
NW
220
NewEdge Wealth
Pennsylvania
$976K -$50K -407 -5%
WIA
221
World Investment Advisors
California
$972K +$88.5K +721 +10%
CSB
222
City State Bank
Iowa
$972K -$74.9K -610 -7%
SWMP
223
Signature Wealth Management Partners
New Jersey
$970K -$34K -277 -3%
TPCW
224
TD Private Client Wealth
New York
$960K +$569K +4,636 +157%
AHC
225
Adell Harriman & Carpenter
Texas
$956K -$10.4K -85 -1%
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