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iShares US Healthcare ETF
IYH

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
351
Narwhal Capital Management
Georgia
$244K – – –
KWS
352
Keystone Wealth Services
California
$243K -$8.95K -140 -4%
PBC
353
Pavion Blue Capital
California
$242K – – –
IAA
354
Independent Advisor Alliance
North Carolina
$241K +$237K +3,703 New
KWM
355
Kaydan Wealth Management
Michigan
$239K – – –
RW
356
REDW Wealth
New Mexico
$238K – – –
APW
357
Aurora Private Wealth
New Jersey
$237K +$575 +9 +0.2%
BCFS
358
Butensky & Cohen Financial Security
Florida
$236K -$511 -8 -0.2%
CIAS
359
CFS Investment Advisory Services
New Jersey
$235K -$11.8K -184 -5%
TFF
360
The Family Firm
Maryland
$234K -$40.2K -629 -15%
PWMAG
361
Pinnacle Wealth Management Advisory Group
New Jersey
$234K – – –
SSWM
362
Smith Salley Wealth Management
North Carolina
$228K – – –
ANTB
363
AMG National Trust Bank
Colorado
$228K – – –
BCP
364
Berkeley Capital Partners
Georgia
$228K – – –
CWM
365
Collaborative Wealth Management
Florida
$226K – – –
ICP
366
Interchange Capital Partners
Pennsylvania
$226K +$8.18K +128 +4%
AF
367
Advisornet Financial
Minnesota
$226K +$64 +1 +0%
MFGM
368
Marshall Financial Group (Maryland)
Maryland
$224K -$23.9K -374 -10%
PI
369
PFG Investments
New York
$224K +$64 +1 +0%
HIP
370
HUB Investment Partners
Texas
$223K +$192 +3 +0.1%
IP
371
Ignite Planners
California
$222K -$109K -1,704 -33%
CFD
372
Creative Financial Designs
Indiana
$221K +$767 +12 +0.4%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$220K – – –
VFA
374
Valeo Financial Advisors
Indiana
$219K +$383 +6 +0.2%
GAG
375
GM Advisory Group
New York
$219K +$64 +1 +0%
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