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iShares US Healthcare ETF
IYH

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
201
WealthPLAN Partners
Nebraska
$212K – – –
CCM
202
Colorado Capital Management
Colorado
$211K – – –
BBNA
203
Bremer Bank National Association
Minnesota
$210K +$212K +5,575 New
CRC
204
Curi RMB Capital
Illinois
$208K +$204K +5,365 New
ASN
205
Advisory Services Network
Georgia
$201K +$4.75K +125 +2%
NFG
206
Next Financial Group
Texas
$200K +$26K +685 +15%
NFH
207
NEXT Financial Holdings
Texas
$200K +$196K +5,160 New
BC
208
Bartlett & Co
Ohio
$199K – – –
BCWM
209
Bartlett & Co Wealth Management
Ohio
$199K – – –
SSB
210
Sandy Spring Bank
Maryland
$196K – – –
KTC
211
Kistler-Tiffany Companies
Pennsylvania
$194K – – –
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$194K +$33.8K +890 +22%
LWANC
213
Laurel Wealth Advisors (North Carolina)
North Carolina
$189K +$5.7K +150 +3%
HDIM
214
Hanson & Doremus Investment Management
Vermont
$185K – – –
SNT
215
Security National Trust
West Virginia
$174K – – –
MRCM
216
M&R Capital Management
New Jersey
$164K – – –
HWA
217
Heritage Wealth Advisors
Virginia
$163K -$55.1K -1,450 -26%
CF
218
Centaurus Financial
California
$161K -$412K -10,855 -72%
DSC
219
Duncker Streett & Co
Missouri
$161K +$19.6K +515 +14%
SWM
220
SeaCrest Wealth Management
New York
$155K +$760 +20 +0.5%
PMFA
221
Plante Moran Financial Advisors
Michigan
$151K -$10.4K -275 -7%
FRA
222
Front Row Advisors
California
$137K – – –
LPIC
223
LeJeune Puetz Investment Counsel
Michigan
$126K – – –
SF
224
Synovus Financial
Georgia
$122K -$1.9K -50 -2%
EWM
225
Executive Wealth Management
Michigan
$120K -$22.2K -585 -16%
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9
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