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iShares US Healthcare ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Lenox Wealth Management
Ohio
$27K +$25.7K +805 New
NA
202
NewEdge Advisors
Louisiana
$25.4K +$24.4K +765 New
BGC
203
Blue Granite Capital
South Carolina
$21K – – –
TDC
204
Thompson Davis & Co
Virginia
$17K -$160K -5,000 -91%
FHA
205
First Horizon Advisors
Tennessee
$16K – – –
SEI Investments
206
SEI Investments
Pennsylvania
$16K – – –
PG
207
Patten Group
Tennessee
$13K – – –
KPCM
208
Kings Point Capital Management
New York
$12K – – –
MWM
209
MinichMacGregor Wealth Management
New York
$9K – – –
TSW
210
Thompson Siegel & Walmsley
Virginia
$8K – – –
HFM
211
Hartford Financial Management
Connecticut
$8K +$8.14K +255 New
AWM
212
Avior Wealth Management
Nebraska
$7K – – –
SIA
213
Spruce Investment Advisors
Connecticut
$6K – – –
WA
214
WFG Advisors
Texas
$5K -$2.88K -90 -36%
BTIS
215
BB&T Investment Services
North Carolina
$5K – – –
YWP
216
YorkBridge Wealth Partners
New York
$3K – – –
AssetMark Inc
217
AssetMark Inc
California
$2K – – –
M&T Bank
218
M&T Bank
New York
– -$1.81M -58,090 Closed
CAM
219
Concorde Asset Management
Michigan
– -$464K -14,890 Closed
SS
220
Simplicity Solutions
Minnesota
– -$456K -14,630 Closed
VFA
221
Voya Financial Advisors
Connecticut
– -$447K -14,320 Closed
PAG
222
Private Advisory Group
Washington
– -$438K -14,065 Closed
BFG
223
Barber Financial Group
Kansas
– -$393K -12,635 Closed
GLA
224
Good Life Advisors
Pennsylvania
– -$260K -8,385 Closed
DW
225
Domani Wealth
Pennsylvania
– -$202K -6,500 Closed