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iShares US Healthcare ETF
IYH

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
351
Apollon Financial
South Carolina
$219K +$220K +3,600 New
MW
352
Maia Wealth
Colorado
$216K -$13.8K -226 -6%
SSWM
353
Smith Salley Wealth Management
North Carolina
$214K – – –
PWMAG
354
Pinnacle Wealth Management Advisory Group
New Jersey
$213K +$2.57K +42 +1%
PAM
355
PCG Asset Management
New Jersey
$213K -$47.7K -780 -18%
ANTB
356
AMG National Trust Bank
Colorado
$213K – – –
BCP
357
Berkeley Capital Partners
Georgia
$213K – – –
WWM
358
Western Wealth Management
Colorado
$212K +$213K +3,478 New
CWM
359
Collaborative Wealth Management
Florida
$211K – – –
MCM
360
Mendel Capital Management
Arkansas
$209K -$4.09K -67 -2%
BCFS
361
Butensky & Cohen Financial Security
Florida
$208K -$12.4K -203 -6%
SG
362
Sharper & Granite
California
$207K -$145K -2,380 -41%
VFA
363
Valeo Financial Advisors
Indiana
$206K +$207K +3,387 New
GAG
364
GM Advisory Group
New York
$205K +$206K +3,371 New
PA
365
Parallel Advisors
California
$204K +$7.82K +128 +4%
CIA
366
Cladis Investment Advisory
Montana
$203K +$204K +3,340 New
PMFA
367
Plante Moran Financial Advisors
Michigan
$203K – – –
PI
368
PFG Investments
New York
$203K +$203K +3,328 New
JPLA
369
Joseph P. Lucia & Associates
New York
$202K +$203K +3,324 New
AWS
370
Atria Wealth Solutions
New York
$201K -$88.9K -1,455 -31%
IAS
371
Insigneo Advisory Services
Florida
$201K +$201K +3,296 New
PA
372
Promethium Advisors
Maryland
$201K +$201K +3,295 New
AF
373
Allworth Financial
California
$200K +$10.2K +167 +5%
CT
374
Caldwell Trust
Florida
$196K – – –
CFD
375
Creative Financial Designs
Indiana
$193K +$489 +8 +0.3%
13 14
15
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