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iShares US Healthcare ETF
IYH

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
401
Glenmede Trust
Pennsylvania
$14K – – –
RE
402
RBC Europe
United Kingdom
$14K – – –
BCM
403
Blume Capital Management
California
$14K +$14K +250 New
AWM
404
Avior Wealth Management
Nebraska
$13K – – –
WT
405
Whittier Trust
California
$13K – – –
SCA
406
Stuart Chaussee & Associates
California
$13K +$12.3K +220 New
AIP
407
Ahrens Investment Partners
Louisiana
$12K – – –
BBPWM
408
Blue Bell Private Wealth Management
Pennsylvania
$12K – – –
GAM
409
Gemmer Asset Management
California
$11K – – –
WWP
410
WR Wealth Planners
Missouri
$9.61K +$9.21K +165 New
PP
411
Pacifica Partners
Canada
$9K – – –
SC
412
SouthState Corp
Florida
$7K – – –
AIM
413
Anchor Investment Management
South Carolina
$6.35K -$1.95K -35 -24%
CAAS
414
Capital Asset Advisory Services
Michigan
$6K – – –
ZIG
415
Zullo Investment Group
Pennsylvania
$6K – – –
PFGIA
416
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$55.8K -1,000 -91%
EWA
417
EverSource Wealth Advisors
Alabama
$5K -$558 -10 -10%
KFS
418
Kelly Financial Services
Massachusetts
$4.91K +$4.75K +85 New
RCM
419
Raleigh Capital Management
North Carolina
$4K +$4.19K +75 New
MWM
420
Mascoma Wealth Management
New Hampshire
$3K – – –
LFG
421
Larson Financial Group
Missouri
$2K – – –
MHR
422
Matthew Hamilton Rosenberg
$1K +$837 +15 New
WIM
423
Westside Investment Management
California
$43 – – –
NEPWA
424
New England Private Wealth Advisors
Massachusetts
– -$60K -908,090 Closed
NAM
425
Nexpoint Asset Management
Texas
– -$2.55M -42,500 Closed
15 16
17
18 19