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iShares US Healthcare ETF
IYH

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
501
SageView Advisory Group
California
$16.6K +$16.1K +255 New
BNA
502
BankChampaign National Association
Illinois
$16.4K +$22K +349 New
KFP
503
Kerr Financial Planning
California
$16.3K -$65.4K -1,036 -80%
AWM
504
Aberdeen Wealth Management
Illinois
$16.3K – – –
CTB
505
Country Trust Bank
Illinois
$16.3K – – –
WIM
506
Westside Investment Management
California
$16.3K – – –
GT
507
Glenmede Trust
Pennsylvania
$16.3K +$15.8K +250 New
CRI
508
Commonwealth Retirement Investments
Virginia
$16.1K +$15.6K +247 New
CWM
509
Cranbrook Wealth Management
Michigan
$15.8K – – –
TCM
510
TD Capital Management
Tennessee
$14.7K +$14.3K +226 New
SWM
511
SHP Wealth Management
Massachusetts
$14K +$13.6K +215 New
CJ
512
Caitlin John
Michigan
$12.3K +$12K +190 New
CTA
513
Colonial Trust Advisors
South Carolina
$12K – – –
FHA
514
Flagship Harbor Advisors
Massachusetts
$11.7K +$11.4K +180 New
PP
515
Pacifica Partners
Canada
$10.5K – – –
RIL
516
Rothschild Investment LLC
Illinois
$9.77K – – –
MCP
517
Miller Capital Partners
Michigan
$9.77K +$9.46K +150 New
MSWA
518
Marshall & Sterling Wealth Advisors
New York
$9.19K – – –
GSWM
519
Golden State Wealth Management
California
$8.35K – – –
AIM
520
Arcadia Investment Management
Michigan
$8.14K – – –
ADL
521
Asset Dedication LLC
California
$7.49K – – –
PWA
522
Physician Wealth Advisors
Utah
$7.49K – – –
SC
523
SouthState Corp
Florida
$7.49K – – –
AIM
524
Access Investment Management
Georgia
$7.34K – – –
FWP
525
FAS Wealth Partners
Kansas
$7.01K +$63 +1 +0.9%
19 20
21
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