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iShares US Medical Devices ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
226
Total Clarity Wealth Management
Illinois
$370K +$44.2K +1,050 +12%
LWP
227
Legacy Wealth Planning
Nevada
$369K -$13.4K -318 -3%
CFA
228
Cahill Financial Advisors
Minnesota
$353K -$14.4K -342 -4%
PCFFS
229
Pacific Center for Financial Services
California
$348K +$337K +8,004 +638%
Brown Advisory
230
Brown Advisory
Maryland
$347K +$34.9K +828 +10%
IFWM
231
Institute for Wealth Management
Colorado
$346K -$36.6K -870 -9%
WA
232
WP Advisors
California
$345K
VNA
233
Valley National Advisers
Pennsylvania
$343K +$54.6K +1,296 +17%
IFS
234
Ifrah Financial Services
Arkansas
$340K +$1.52K +36 +0.4%
SEI Investments
235
SEI Investments
Pennsylvania
$338K
Bank of New York Mellon
236
Bank of New York Mellon
New York
$336K -$2.12M -50,430 -85%
CFA
237
Carroll Financial Associates
North Carolina
$335K -$170K -4,026 -31%
BWA
238
Beam Wealth Advisors
Louisiana
$328K -$891K -21,150 -71%
FANJ
239
Financial Architects (New Jersey)
New Jersey
$321K +$146K +3,456 +68%
WAS
240
WESPAC Advisors SoCal
California
$318K -$89.7K -2,130 -23%
RWMH
241
Riverpoint Wealth Management Holdings
Illinois
$315K
CA
242
Cornerstone Advisory
Maryland
$315K +$354K +8,400 New
M&T Bank
243
M&T Bank
New York
$311K +$348K +8,274 New
AL
244
Aspiriant LLC
California
$305K
LRIA
245
Leonard Rickey Investment Advisors
Washington
$304K -$9.6K -228 -3%
KIA
246
KCM Investment Advisors
California
$302K -$37.6K -894 -10%
MIG
247
McGuire Investment Group
Rhode Island
$299K +$47.2K +1,122 +16%
WEC
248
Winslow Evans & Crocker
Massachusetts
$294K +$25.3K +600 +8%
MSAM
249
Moloney Securities Asset Management
Missouri
$289K -$78.6K -1,866 -20%
CT
250
Caldwell Trust
Florida
$285K +$106K +2,520 +50%