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BCTK

Baron Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$50.4M +$2.86M +115,934 +6%
LPL Financial
2
LPL Financial
California
$7.07M +$1.89M +76,561 +34%
VA
3
VestGen Advisors
Illinois
$5.16M +$518 +21 +0%
MS
4
Madden Securities
Texas
$3.03M +$112K +4,535 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.65M -$422K -17,100 -13%
WPWM
6
Western Pacific Wealth Management
Illinois
$2.15M +$341K +13,817 +18%
Citadel Advisors
7
Citadel Advisors
Florida
$1.64M +$1.74M +70,420 New
Lido Advisors
8
Lido Advisors
California
$1.41M +$1.49M +60,245 New
JPLA
9
Joseph P. Lucia & Associates
New York
$940K +$48.9K +1,980 +5%
ZIG
10
Zuckerman Investment Group
Illinois
$716K
BCI
11
Brinker Capital Investments
Pennsylvania
$692K -$634K -25,675 -46%
Osaic Holdings
12
Osaic Holdings
Arizona
$690K -$624K -25,289 -46%
EFS
13
Essex Financial Services
Connecticut
$491K -$40.7K -1,650 -7%
RFA
14
Rollins Financial Advisors
New York
$484K +$512K +20,743 New
PA
15
Procyon Advisors
Connecticut
$368K +$389K +15,767 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$353K +$74.5K +3,019 +25%
CL
17
Choreo LLC
Illinois
$206K
Morgan Stanley
18
Morgan Stanley
New York
$203K +$205K +8,283 +1,949%
AIFS
19
A&I Financial Services
Colorado
$202K
KFP
20
Kerr Financial Planning
California
$131K -$4.94K -200 -4%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$93.3K +$98.7K +3,998 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$89K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$33.4K -$17.3K -700 -33%
KFI
24
Key Financial Inc
Pennsylvania
$23.3K +$24.7K +1,000 New
CTB
25
Country Trust Bank
Illinois
$14.7K +$15.6K +631 New