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iShares US Healthcare ETF
IYH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
201
Cresset Asset Management
Illinois
$565K -$94.6K -1,677 -14%
MA
202
Montag & Associates
Georgia
$565K – – –
SRWM
203
Shira Ridge Wealth Management
California
$565K -$26.1K -462 -4%
CIC
204
Carnegie Investment Counsel
Ohio
$562K – – –
ASBI
205
American State Bank (Iowa)
Iowa
$560K -$16.9K -300 -3%
TP
206
Tranquility Partners
Tennessee
$552K – – –
GFL
207
Granite FO LLC
New Hampshire
$552K – – –
PIMG
208
Patriot Investment Management Group
Tennessee
$546K +$56 +1 +0%
FWCM
209
Ferguson Wellman Capital Management
Oregon
$545K -$10.7M -189,426 -95%
SFS
210
Symphony Financial Services
Ohio
$532K – – –
EWA
211
EP Wealth Advisors
California
$530K +$36.3K +643 +7%
OC
212
Oppenheimer & Co
New York
$528K -$54.6K -969 -9%
TNB
213
Thomasville National Bank
Georgia
$524K +$49.9K +885 +11%
CVA
214
Central Valley Advisors
California
$515K – – –
AC
215
Allstate Corporation
Illinois
$511K +$510K +9,050 New
BFAG
216
Blackston Financial Advisory Group
Florida
$510K -$18.8K -334 -4%
AIA
217
Armor Investment Advisors
North Carolina
$505K -$2.93K -52 -0.6%
AIM
218
Acropolis Investment Management
Missouri
$500K -$65.7K -1,165 -12%
DWP
219
Daymark Wealth Partners
Ohio
$494K -$2.71K -48 -0.5%
CAGAS
220
Capital Advisory Group Advisory Services
Minnesota
$488K +$5.08K +90 +1%
SI
221
Stephens Inc
Arkansas
$487K -$206K -3,650 -30%
AIC
222
Archer Investment Corporation
Indiana
$487K +$56 +1 +0%
MLIC
223
Mandatum Life Insurance Company
Finland
$478K -$836K -14,817 -64%
RFA
224
Rollins Financial Advisors
New York
$476K -$4.91K -87 -1%
WANY
225
Wealthspire Advisors (New York)
New York
$476K +$14.7K +260 +3%
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9
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