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iShares Biotechnology ETF
IBB

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
526
North Star Investment Management
Illinois
$144K +$80.2K +750 +125%
ATFA
527
All Terrain Financial Advisors
Minnesota
$140K +$140K +1,310 New
EA
528
Edge Advisors
Georgia
$139K – – –
SIAP
529
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$138K – – –
EWM
530
Edge Wealth Management
New York
$136K +$51.3K +480 +61%
AF
531
Advisornet Financial
Minnesota
$133K +$133K +1,242 New
ACM
532
AUA Capital Management
Pennsylvania
$128K – – –
RWA
533
Ropes Wealth Advisors
Massachusetts
$128K +$32.1K +300 +33%
BG
534
Bollard Group
Massachusetts
$126K – – –
NSB
535
Norway Savings Bank
Maine
$125K -$242K -2,267 -66%
KF
536
Krilogy Financial
Missouri
$123K +$12.1K +113 +11%
TFO
537
Tarbox Family Office
California
$113K – – –
AIP
538
Ameritas Investment Partners
Nebraska
$102K +$107 +1 +0.3%
ADL
539
Asset Dedication LLC
California
$96K – – –
RFWA
540
RPg Family Wealth Advisory
Massachusetts
$94.8K – – –
TCOV
541
Trust Company of Vermont
Vermont
$91K – – –
AWM
542
AllSquare Wealth Management
New York
$89K – – –
AIM
543
Advantage Investment Management
Iowa
$86K – – –
IAS
544
INR Advisory Services
Pennsylvania
$86K – – –
ASN
545
Advisory Services Network
Georgia
$86K +$9.09K +85 +12%
FRA
546
Front Row Advisors
California
$83K +$83.4K +780 New
LWCFA
547
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82K +$49.7K +465 +155%
VFA
548
Valeo Financial Advisors
Indiana
$81K +$12.8K +120 +19%
LWA
549
Lenox Wealth Advisors
New York
$72K +$71.8K +672 New
BP
550
Ballentine Partners
Massachusetts
$70K -$2.25K -21 -3%
20 21
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