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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
326
Marshall & Sterling Wealth Advisors
New York
$518K +$60.8K +406 +15%
GWM
327
Geneos Wealth Management
Colorado
$516K – – –
WIM
328
WealthPlan Investment Management
Nebraska
$508K -$1.35K -9 -0.3%
WAM
329
WNY Asset Management
New York
$491K – – –
PI
330
PFG Investments
New York
$489K -$27K -180 -6%
LA
331
LM Advisors
California
$480K +$396K +2,644 +743%
QA
332
Quattro Advisors
Pennsylvania
$476K +$436K +2,911 New
MSR
333
Main Street Research
Connecticut
$461K +$132K +884 +46%
TFM
334
TFC Financial Management
Massachusetts
$460K – – –
CFB
335
Cullen/Frost Bankers
Texas
$459K +$37.7K +252 +10%
PWM
336
Peck Wealth Management
New York
$454K – – –
BlackRock
337
BlackRock
New York
$451K +$35.1K +234 +9%
PWP
338
Phillips Wealth Planners
Mississippi
$451K -$77.3K -516 -15%
SAG
339
SageView Advisory Group
California
$448K -$4.49K -30 -1%
HPWM
340
High Point Wealth Management
New Jersey
$446K – – –
RC
341
Roundview Capital
New Jersey
$445K – – –
RDWM
342
Red Door Wealth Management
Tennessee
$441K +$3.29K +22 +0.8%
SSI
343
Scott & Selber Inc
Texas
$433K – – –
GFPC
344
Global Financial Private Client
Florida
$431K – – –
VFA
345
Valeo Financial Advisors
Indiana
$426K – – –
BONH
346
Bank of New Hampshire
New Hampshire
$422K – – –
KCM
347
Kathmere Capital Management
Pennsylvania
$422K – – –
CFA
348
Cahill Financial Advisors
Minnesota
$421K +$4.19K +28 +1%
RMC
349
Ring Mountain Capital
California
$412K – – –
NW
350
NewEdge Wealth
Pennsylvania
$409K +$374K +2,500 New