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Invesco Biotechnology & Genome ETF
PBE

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.9M -$89.9K -1,459 -0.8%
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$10.8M +$1.48M +24,058 +15%
UBS Group
3
UBS Group
Switzerland
$5.05M -$320K -5,191 -6%
Wells Fargo
4
Wells Fargo
California
$4.68M +$986 +16 +0%
Bank of America
5
Bank of America
North Carolina
$3.56M +$781K +12,668 +27%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.49M -$571K -9,267 -14%
LPL Financial
7
LPL Financial
California
$2.51M +$826K +13,399 +46%
CW
8
CreativeOne Wealth
Kansas
$1.48M +$1.55M +25,184 New
YIA
9
YHB Investment Advisors
Connecticut
$1.34M +$4.93K +80 +0.4%
IFWM
10
Institute for Wealth Management
Colorado
$1.26M -$12.3K -200 -0.9%
M&T Bank
11
M&T Bank
New York
$1.18M – – –
Stifel Financial
12
Stifel Financial
Missouri
$1.18M -$11K -179 -0.9%
CAN
13
Cetera Advisor Networks
California
$1.14M -$63.9K -1,037 -5%
US Bancorp
14
US Bancorp
Minnesota
$973K -$28.7K -465 -3%
AFM
15
Abbot Financial Management
Massachusetts
$968K -$23.1K -375 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$919K +$19.9K +323 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$854K +$619K +10,039 +226%
NDSI
18
Newman Dignan & Sheerar Inc
Rhode Island
$778K – – –
DWM
19
Dakota Wealth Management
Florida
$759K +$794K +12,880 New
JMPWA
20
JP Morgan Private Wealth Advisors
California
$731K – – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$684K +$120K +1,955 +20%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$623K +$651K +10,573 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$589K – – –
HBT
24
Hills Bank & Trust
Iowa
$514K -$11K -178 -2%
FHA
25
Flagship Harbor Advisors
Massachusetts
$509K -$64.7K -1,050 -11%
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