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iShares US Healthcare ETF
IYH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
226
Modera Wealth Management
New Jersey
$300K -$113K -2,130 -28%
FMWA
227
Forvis Mazars Wealth Advisors
Missouri
$300K – – –
PA
228
Procyon Advisors
Connecticut
$300K – – –
WANY
229
Wealthspire Advisors (New York)
New York
$298K -$92.9K -1,755 -24%
CCM
230
Colorado Capital Management
Colorado
$297K – – –
UCMOK
231
United Capital Management of KS
Kansas
$296K -$27.3K -515 -9%
GPA
232
Garrison Point Advisors
California
$291K – – –
CSIC
233
Clifford Swan Investment Counsel
California
$289K – – –
CT
234
Caldwell Trust
Florida
$289K – – –
DY
235
Dowling & Yahnke
California
$284K -$17.2K -325 -6%
DWM
236
Darwin Wealth Management
Florida
$281K – – –
FHA
237
First Horizon Advisors
Tennessee
$276K +$21.7K +410 +9%
OPS
238
Orion Portfolio Solutions
Nebraska
$274K – – –
BPC
239
Banque Pictet & Cie
Switzerland
$273K – – –
KTC
240
Kistler-Tiffany Companies
Pennsylvania
$273K – – –
MM
241
Meridian Management
Arkansas
$273K – – –
REMPR
242
Roof Eidam Maycock Peralta (REMP)
California
$273K – – –
BHB
243
Bank Hapoalim BM
Israel
$269K -$7.94K -150 -3%
PWM
244
Perigon Wealth Management
California
$269K +$261K +4,930 New
RW
245
REDW Wealth
New Mexico
$266K – – –
RWA
246
Ropes Wealth Advisors
Massachusetts
$266K – – –
FLPIM
247
F.L. Putnam Investment Management
Massachusetts
$255K – – –
CWM
248
Cornerstone Wealth Management
Missouri
$252K -$17.2K -325 -7%
GIA
249
Gladstone Institutional Advisory
Florida
$252K +$245K +4,620 New
LWAC
250
Laurel Wealth Advisors (California)
California
$249K -$3.97K -75 -2%
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