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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
501
Focused Wealth Management
New York
$101K +$38.5K +360 +66%
BBHC
502
Brown Brothers Harriman & Co
New York
$100K -$24.4K -228 -20%
ADL
503
Asset Dedication LLC
California
$100K – – –
CLOS
504
Compagnie Lombard Odier SCmA
Switzerland
$100K +$96.2K +900 New
RWA
505
Ropes Wealth Advisors
Massachusetts
$100K +$96.2K +900 New
RFWA
506
RPg Family Wealth Advisory
Massachusetts
$98.7K – – –
TCOV
507
Trust Company of Vermont
Vermont
$95K – – –
MFBTD
508
MB Financial Bank - Trust Department
Illinois
$95K +$91.7K +858 New
BTIS
509
BB&T Investment Services
North Carolina
$93K +$11.2K +105 +15%
AWM
510
AllSquare Wealth Management
New York
$93K +$89.1K +834 New
IAS
511
INR Advisory Services
Pennsylvania
$90K – – –
AIM
512
Advantage Investment Management
Iowa
$89K – – –
EWM
513
Edge Wealth Management
New York
$88K – – –
PCM
514
Prelude Capital Management
New York
$88K +$84.6K +792 New
APSP
515
Asset Planning Services (Pennsylvania)
Pennsylvania
$83K +$21.5K +201 +37%
ASN
516
Advisory Services Network
Georgia
$80K -$6.73K -63 -8%
BP
517
Ballentine Partners
Massachusetts
$75K – – –
VFA
518
Valeo Financial Advisors
Indiana
$71K +$68.6K +642 New
OAM
519
Oppenheimer Asset Management
New York
$67K -$12.8K -120 -17%
AOWM
520
Alpha Omega Wealth Management
Virginia
$67K – – –
NSIM
521
North Star Investment Management
Illinois
$67K – – –
PWM
522
Perigon Wealth Management
California
$67K – – –
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$67K +$64.1K +600 New
RE
524
RBC Europe
United Kingdom
$66.7K +$64.1K +600 New
BWA
525
BDO Wealth Advisors
Florida
$64K +$46.2K +432 +294%
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