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iShares US Healthcare ETF
IYH

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
251
Buckingham Strategic Wealth
Missouri
$246K – – –
SNT
252
Security National Trust
West Virginia
$246K – – –
OAM
253
Occidental Asset Management
California
$244K +$237K +4,470 New
TAM
254
Trillium Asset Management
Massachusetts
$238K – – –
XSC
255
X-Square Capital
Puerto Rico
$238K +$529 +10 +0.2%
SS
256
Sunbelt Securities
Texas
$238K +$226K +4,270 New
AIA
257
Arbor Investment Advisors
North Carolina
$237K – – –
SFS
258
Summit Financial Strategies
Ohio
$237K +$230K +4,340 New
CCFM
259
Clear Creek Financial Management
Washington
$237K +$230K +4,350 New
JWM
260
JGP Wealth Management
Oregon
$236K -$15.1M -285,520 -99%
SFG
261
SNS Financial Group
Minnesota
$235K – – –
TFF
262
The Family Firm
Maryland
$233K +$1.06K +20 +0.5%
GW
263
GW & Wade
Massachusetts
$232K – – –
WMP
264
Wealth Management Partners
Arizona
$232K – – –
CPIG
265
Chicago Partners Investment Group
Illinois
$232K +$265 +5 +0.1%
NFP
266
Novak Financial Planning
Maryland
$231K – – –
IWA
267
IBEX Wealth Advisors
New Jersey
$229K +$222K +4,200 New
AWA
268
Acorn Wealth Advisors
Michigan
$225K +$529 +10 +0.2%
AWA
269
Arkadios Wealth Advisors
Georgia
$225K +$14K +265 +7%
PBC
270
Pavion Blue Capital
California
$221K – – –
FAM
271
Flaharty Asset Management
Florida
$220K – – –
PA
272
Parallel Advisors
California
$218K -$21.2K -400 -9%
BBNA
273
Bremer Bank National Association
Minnesota
$213K +$206K +3,895 New
ATPW
274
Ashton Thomas Private Wealth
Arizona
$212K +$206K +3,885 New
HTC
275
Haverford Trust Company
Pennsylvania
$211K +$204K +3,860 New
9 10
11
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