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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
301
Willow Creek Wealth Management
California
$259K – – –
PS
302
Principal Securities
Iowa
$257K – – –
WIM
303
Westside Investment Management
California
$257K – – –
FAIM
304
Financial Advocates Investment Management
Washington
$256K -$1.01K -10 -0.4%
Financial Engines Advisors
305
Financial Engines Advisors
California
$253K -$21.3K -211 -7%
PI
306
PFG Investments
New York
$252K -$38.8K -384 -12%
RC
307
Roundview Capital
New Jersey
$245K -$136K -1,350 -33%
RDWM
308
Red Door Wealth Management
Tennessee
$242K – – –
SSI
309
Scott & Selber Inc
Texas
$240K – – –
GIA
310
Gladstone Institutional Advisory
Florida
$240K – – –
MFA
311
Mayflower Financial Advisors
Massachusetts
$238K +$50.2K +497 +23%
VFA
312
Valeo Financial Advisors
Indiana
$235K +$202 +2 +0.1%
SAG
313
SageView Advisory Group
California
$235K -$40.7K -403 -13%
BONH
314
Bank of New Hampshire
New Hampshire
$234K – – –
RMC
315
Ring Mountain Capital
California
$227K – – –
AWM
316
Aries Wealth Management
Maine
$227K -$193K -1,910 -43%
William Blair & Company
317
William Blair & Company
Illinois
$224K +$220K +2,174 +725%
AP
318
Adero Partners
California
$218K – – –
MWAM
319
Manhattan West Asset Management
California
$218K – – –
Barclays
320
Barclays
United Kingdom
$218K +$121K +1,200 +100%
BWA
321
BlueChip Wealth Advisors
Georgia
$217K – – –
ACM
322
Advisors Capital Management
New Jersey
$211K – – –
GCL
323
Gouws Capital LLC
North Carolina
$209K +$232K +2,300 New
KFS
324
Kelly Financial Services
Massachusetts
$208K +$232K +2,297 New
HTIM
325
Harbour Trust & Investment Management
Indiana
$205K – – –