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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
251
Asio Capital
Kentucky
$11K +$10.3K +162 New
CFB
252
Cullen/Frost Bankers
Texas
$11K +$10.7K +168 New
MA
253
Montag & Associates
Georgia
$9K – – –
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$8.79K +138 New
GA
255
GoalVest Advisory
New York
$8K +$7.64K +120 New
AIC
256
Archer Investment Corporation
Indiana
$7.68K – – –
NFG
257
Next Financial Group
Texas
$7K -$12.6K -198 -65%
COCM
258
Charter Oak Capital Management
New Hampshire
$7K – – –
CAGAS
259
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
FFA
260
Founders Financial Alliance
North Carolina
$5K – – –
HI
261
Harbour Investments
Wisconsin
$5K – – –
PK
262
Pflug Koory
Nebraska
$5K – – –
WT
263
Washington Trust
Rhode Island
$4K – – –
CCM
264
Covington Capital Management
California
$2K +$1.53K +24 New
JFA
265
JNBA Financial Advisors
Minnesota
$2K +$1.53K +24 New
WIM
266
Westside Investment Management
California
$251 -$19.1K -300 -7%
Allianz Asset Management
267
Allianz Asset Management
Germany
– -$3.73M -62,010 Closed
FTUS
268
Flow Traders U.S.
New York
– -$3.05M -47,970 Closed
KPWS
269
Kestra Private Wealth Services
Texas
– -$760K -12,636 Closed
CRWM
270
Castle Rock Wealth Management
California
– -$672K -10,614 Closed
CAS
271
Cascadia Advisory Services
Oregon
– -$413K -6,876 Closed
GVAG
272
Great Valley Advisor Group
Delaware
– -$278K -4,626 Closed
ACM
273
Allred Capital Management
Texas
– -$135K -2,256 Closed
TCWM
274
Total Clarity Wealth Management
Illinois
– -$72K -1,200 Closed
VFA
275
Valeo Financial Advisors
Indiana
– -$40K -660 Closed