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iShares US Healthcare ETF
IYH

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
201
Sandy Spring Bank
Maryland
$271K -$3.4K -75 -1%
EIA
202
Eldridge Investment Advisors
New Hampshire
$268K – – –
BPB
203
Badgley, Phelps & Bell
Washington
$267K – – –
BP
204
BBR Partners
New York
$267K +$266K +5,875 New
PP
205
Patten & Patten
Tennessee
$262K -$22.6K -500 -8%
NCM
206
Narwhal Capital Management
Georgia
$261K – – –
EBT
207
Enterprise Bank & Trust
Massachusetts
$254K – – –
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$254K +$25.6K +565 +11%
GFP
209
Gryphon Financial Partners
Ohio
$254K +$32.1K +710 +15%
CAM
210
Cozad Asset Management
Illinois
$253K -$65.6K -1,450 -21%
FMWA
211
Forvis Mazars Wealth Advisors
Missouri
$250K – – –
PA
212
Procyon Advisors
Connecticut
$250K – – –
MWM
213
Modera Wealth Management
New Jersey
$249K – – –
CRC
214
Curi RMB Capital
Illinois
$249K +$905 +20 +0.4%
BWA
215
BDO Wealth Advisors
Florida
$248K -$28.1K -620 -10%
CCM
216
Colorado Capital Management
Colorado
$248K – – –
FM
217
Family Management
New York
$244K -$81.5K -1,800 -25%
DY
218
Dowling & Yahnke
California
$242K -$24.2K -535 -9%
CWM
219
Cornerstone Wealth Management
Missouri
$242K -$22.6K -500 -9%
GPA
220
Garrison Point Advisors
California
$241K -$4.53K -100 -2%
CT
221
Caldwell Trust
Florida
$241K +$60K +1,325 +33%
GP
222
Girard Partners
Pennsylvania
$240K -$52.7K -1,165 -18%
IWC
223
Integrated Wealth Concepts
Massachusetts
$240K +$239K +5,280 New
CAN
224
Cetera Advisor Networks
California
$237K -$104K -2,300 -31%
DWM
225
Darwin Wealth Management
Florida
$234K – – –
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9
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