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iShares US Healthcare ETF
IYH

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
351
Smith Salley Wealth Management
North Carolina
$215K – – –
ANTB
352
AMG National Trust Bank
Colorado
$215K – – –
BCP
353
Berkeley Capital Partners
Georgia
$214K – – –
IAIM
354
International Assets Investment Management
Florida
$214K +$210K +3,496 New
CWM
355
Collaborative Wealth Management
Florida
$213K – – –
AF
356
Advisornet Financial
Minnesota
$212K +$60 +1 +0%
PI
357
PFG Investments
New York
$211K -$40.9K -679 -16%
HIP
358
HUB Investment Partners
Texas
$210K +$206K +3,430 New
CW
359
CIC Wealth
Maryland
$210K -$154K -2,565 -43%
CFD
360
Creative Financial Designs
Indiana
$208K +$421 +7 +0.2%
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$207K – – –
CFG
362
Cooper Financial Group
California
$207K +$203K +3,375 New
VFA
363
Valeo Financial Advisors
Indiana
$206K +$203K +3,370 New
GAG
364
GM Advisory Group
New York
$206K – – –
MW
365
Maia Wealth
Colorado
$205K +$198K +3,294 New
ICP
366
Interchange Capital Partners
Pennsylvania
$205K +$201K +3,342 New
PMFA
367
Plante Moran Financial Advisors
Michigan
$204K – – –
JPLA
368
Joseph P. Lucia & Associates
New York
$203K +$200K +3,320 New
CVA
369
Central Valley Advisors
California
$203K -$83.4K -1,386 -13%
CT
370
Caldwell Trust
Florida
$197K -$40.3K -670 -17%
HI
371
Harbour Investments
Wisconsin
$197K -$14.6K -243 -7%
FRA
372
Front Row Advisors
California
$188K – – –
PA
373
Parallel Advisors
California
$176K -$13.5K -224 -7%
FAM
374
Family Asset Management
South Carolina
$175K -$2.41K -40 -1%
WT
375
Washington Trust
Rhode Island
$166K -$16.2K -270 -9%
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15
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