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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
501
All Terrain Financial Advisors
Minnesota
$140K – – –
SIAP
502
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$138K – – –
GBBWRPM
503
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$135K +$140K +1,261 New
TCOV
504
Trust Company of Vermont
Vermont
$132K +$42.6K +384 +45%
MWM
505
MinichMacGregor Wealth Management
New York
$130K -$22.2K -200 -14%
ACM
506
AUA Capital Management
Pennsylvania
$128K – – –
BG
507
Bollard Group
Massachusetts
$126K – – –
BFC
508
Bedel Financial Consulting
Indiana
$119K +$124K +1,116 New
RFWA
509
RPg Family Wealth Advisory
Massachusetts
$118K +$23.8K +215 +24%
TFO
510
Tarbox Family Office
California
$113K – – –
QCG
511
Quadrant Capital Group
Ohio
$111K +$116K +1,050 New
CG
512
Cutler Group
California
$106K -$3.97M -35,828 -97%
CFD
513
Creative Financial Designs
Indiana
$103K -$109K -986 -51%
CAL
514
Capital Analysts LLC
Pennsylvania
$97K -$224K -2,020 -69%
RWA
515
Ropes Wealth Advisors
Massachusetts
$97K -$32.6K -294 -25%
FANJ
516
Financial Architects (New Jersey)
New Jersey
$96K -$168K -1,515 -63%
ADL
517
Asset Dedication LLC
California
$96K – – –
KC
518
KHP Capital
Oklahoma
$96K +$99.8K +900 New
IAS
519
INR Advisory Services
Pennsylvania
$86K – – –
FRA
520
Front Row Advisors
California
$83K – – –
LWCFA
521
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82K – – –
VFA
522
Valeo Financial Advisors
Indiana
$80K -$1.66K -15 -2%
AWM
523
AllSquare Wealth Management
New York
$78K -$11.1K -100 -12%
AIM
524
Advantage Investment Management
Iowa
$78K -$7.32K -66 -8%
NSB
525
Norway Savings Bank
Maine
$72K -$55.3K -499 -43%
19 20
21
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