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iShares US Healthcare ETF
IYH

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
301
Kaydan Wealth Management
Michigan
$242K +$230K +4,030 New
GG
302
Gofen & Glossberg
Illinois
$242K +$230K +4,030 New
NA
303
Nottingham Advisors
New York
$233K – – –
BBNA
304
Bremer Bank National Association
Minnesota
$232K – – –
KIA
305
KCM Investment Advisors
California
$230K – – –
HTC
306
Haverford Trust Company
Pennsylvania
$229K – – –
NCM
307
Narwhal Capital Management
Georgia
$225K – – –
CPIG
308
Chicago Partners Investment Group
Illinois
$225K +$286 +5 +0.1%
IC
309
Inscription Capital
Texas
$224K +$213K +3,735 New
JWA
310
JFS Wealth Advisors
Pennsylvania
$223K -$265K -4,645 -56%
CWM
311
Collaborative Wealth Management
Florida
$218K +$207K +3,630 New
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$216K +$205K +3,590 New
CCA
313
Column Capital Advisors
Indiana
$214K – – –
CW
314
CreativeOne Wealth
Kansas
$213K +$203K +3,545 New
ANTB
315
AMG National Trust Bank
Colorado
$211K +$200K +3,505 New
FAM
316
Flaharty Asset Management
Florida
$210K -$10.9K -190 -5%
SAM
317
Secure Asset Management
Michigan
$206K +$195K +3,420 New
TF
318
Trek Financial
Arizona
$204K +$194K +3,400 New
FRA
319
Front Row Advisors
California
$201K – – –
KWS
320
Keystone Wealth Services
California
$201K +$191K +3,350 New
PMFA
321
Plante Moran Financial Advisors
Michigan
$200K – – –
WMP
322
Wealth Management Partners
Arizona
$200K +$286K +5,000 New
CFD
323
Creative Financial Designs
Indiana
$198K +$39.4K +690 +26%
HDIM
324
Hanson & Doremus Investment Management
Vermont
$196K – – –
PA
325
Parallel Advisors
California
$190K +$12.3K +215 +7%
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