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iShares US Healthcare ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Collaborative Wealth Management
Florida
$226K
PP
402
Patten & Patten
Tennessee
$221K -$31.5K -500 -13%
GAG
403
GM Advisory Group
New York
$220K +$213K +3,373 New
PMFA
404
Plante Moran Financial Advisors
Michigan
$217K
BFC
405
Bedel Financial Consulting
Indiana
$217K +$210K +3,327 New
SAM
406
Synergy Asset Management
Washington
$215K +$209K +3,305 New
SIC
407
Samalin Investment Counsel
New York
$214K +$207K +3,287 New
Russell Investments Group
408
Russell Investments Group
United Kingdom
$213K -$61.6K -976 -23%
OWA
409
Outlook Wealth Advisors
Texas
$212K +$205K +3,251 New
BEI
410
Benjamin Edwards Inc
Missouri
$212K +$205K +3,249 New
CPA
411
Cardiff Park Advisors
California
$211K +$205K +3,247 New
KWM
412
Kingsview Wealth Management
Oregon
$211K +$205K +3,246 New
Boston Partners
413
Boston Partners
Massachusetts
$211K +$204K +3,234 New
CFD
414
Creative Financial Designs
Indiana
$208K +$757 +12 +0.4%
PNC
415
Park National Corp
Ohio
$205K +$199K +3,150 New
PWA
416
Pitcairn Wealth Advisors
Pennsylvania
$205K +$199K +3,150 New
PAM
417
PCG Asset Management
New Jersey
$202K -$28.4K -450 -13%
NP
418
Nilsine Partners
Colorado
$201K +$195K +3,094 New
VFA
419
Valeo Financial Advisors
Indiana
$200K +$194K +3,076 New
CT
420
Caldwell Trust
Florida
$177K
AEPWM
421
Atlantic Edge Private Wealth Management
Florida
$155K
WA
422
Westfuller Advisors
New York
$153K +$505 +8 +0.3%
SMA
423
Sage Mountain Advisors
Georgia
$150K
FRA
424
Front Row Advisors
California
$140K
BWM
425
BigSur Wealth Management
Florida
$130K