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iShares US Healthcare ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
301
SNS Financial Group
Minnesota
$231K – – –
CAM
302
Cresset Asset Management
Illinois
$231K +$236K +4,300 New
OWA
303
One Wealth Advisors
California
$230K -$420K -7,655 -64%
CPIG
304
Chicago Partners Investment Group
Illinois
$230K +$274 +5 +0.1%
PP
305
Patten & Patten
Tennessee
$224K – – –
MSFS
306
Main Street Financial Solutions
Pennsylvania
$222K -$201K -3,670 -47%
Bank of New York Mellon
307
Bank of New York Mellon
New York
$221K +$225K +4,095 New
NCM
308
NCM Capital Management
New Jersey
$220K -$14K -255 -6%
BHB
309
Bank Hapoalim BM
Israel
$220K – – –
PBC
310
Pavion Blue Capital
California
$218K – – –
KPWS
311
Kestra Private Wealth Services
Texas
$218K +$274 +5 +0.1%
TFF
312
The Family Firm
Maryland
$218K +$549 +10 +0.2%
TAM
313
Trillium Asset Management
Massachusetts
$215K -$9.33K -170 -4%
OWA
314
Outlook Wealth Advisors
Texas
$213K – – –
JE
315
JMAC Enterprises
Pennsylvania
$210K +$549 +10 +0.3%
UCMOK
316
United Capital Management of KS
Kansas
$209K -$5.49K -100 -3%
SWM
317
SeaCrest Wealth Management
New York
$209K +$274 +5 +0.1%
DAS
318
Dynamic Advisor Solutions
Arizona
$206K +$210K +3,825 New
HTC
319
Haverford Trust Company
Pennsylvania
$205K – – –
SFS
320
Summit Financial Strategies
Ohio
$205K – – –
LFAS
321
Level Four Advisory Services
Texas
$202K -$37.1K -675 -15%
BBNA
322
Bremer Bank National Association
Minnesota
$202K -$1.92K -35 -0.9%
NCM
323
Narwhal Capital Management
Georgia
$202K – – –
IC
324
Inscription Capital
Texas
$201K +$205K +3,735 New
CCA
325
Column Capital Advisors
Indiana
$191K – – –