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iShares US Healthcare ETF
IYH

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
301
TPG Advisors
Illinois
$313K – – –
SWA
302
Sax Wealth Advisors
New Jersey
$313K – – –
CKAIS
303
Christensen King & Associates Investment Services
Washington
$311K – – –
PA
304
PFG Advisors
Arizona
$308K -$43.3K -701 -12%
KWM
305
Keebeck Wealth Management
Illinois
$306K -$4.33K -70 -1%
RDWM
306
Red Door Wealth Management
Tennessee
$305K – – –
GPA
307
Garrison Point Advisors
California
$301K +$1.54K +25 +0.5%
WG
308
Welch Group
Alabama
$301K +$320K +5,171 New
AHC
309
Adell Harriman & Carpenter
Texas
$300K -$6.18K -100 -2%
GFP
310
Gryphon Financial Partners
Ohio
$296K – – –
FCI
311
Financial Counselors Inc
Kansas
$296K -$18.5K -300 -6%
CIA
312
Concurrent Investment Advisors
Florida
$293K -$25.3K -410 -8%
BPWM
313
Badgley Phelps Wealth Managers
Washington
$293K – – –
TCA
314
Transcend Capital Advisors
New Jersey
$292K -$4.2K -68 -1%
BPC
315
Banque Pictet & Cie
Switzerland
$291K – – –
MM
316
Meridian Management
Arkansas
$291K – – –
REMPR
317
Roof Eidam Maycock Peralta (REMP)
California
$291K – – –
CPIG
318
Chicago Partners Investment Group
Illinois
$286K -$9.02K -146 -3%
GF
319
Gries Financial
Ohio
$285K +$247 +4 +0.1%
LCM
320
Lazari Capital Management
California
$282K +$13.7K +222 +5%
AWS
321
Atria Wealth Solutions
New York
$277K -$1.57M -25,344 -84%
FSA
322
Fort Sheridan Advisors
Illinois
$273K -$7.72K -125 -3%
HWM
323
HB Wealth Management
Georgia
$273K – – –
MWM
324
Modera Wealth Management
New Jersey
$267K – – –
RRA
325
Round Rock Advisors
Connecticut
$267K – – –
11 12
13
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