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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
501
Measured Wealth Private Client Group
New Hampshire
$6.72K – – –
EWM
502
Evermay Wealth Management
Virginia
$5.81K +$5.83K +45 New
PCTC
503
Perkins Coie Trust Company
Washington
$5.81K – – –
LFG
504
Larson Financial Group
Missouri
$5.46K – – –
CPBTD
505
Central Pacific Bank - Trust Division
Hawaii
$5.3K – – –
SWM
506
SHP Wealth Management
Massachusetts
$3.88K +$3.89K +30 New
HIMS
507
Hager Investment Management Services
New Hampshire
$3.62K +$3.63K +28 New
LA
508
LM Advisors
California
$3K -$338K -2,613 -87%
ADL
509
Asset Dedication LLC
California
$2.71K – – –
RWS
510
Retirement Wealth Solutions
Wisconsin
$2.33K +$2.33K +18 New
MWA
511
Medallion Wealth Advisors
Connecticut
$2.2K +$259 +2 +13%
GIL
512
Go Invest LLC
Utah
$1.78K +$1.81K +14 New
NRC
513
New Republic Capital
North Carolina
$517 – – –
TCM
514
Tradewinds Capital Management
Washington
$130 – – –
SCA
515
Stuart Chaussee & Associates
California
– -$28.8M -228,640 Closed
SW
516
SteelPeak Wealth
California
– -$25.8M -204,668 Closed
Kovitz Investment Group Partners
517
Kovitz Investment Group Partners
Illinois
– -$7.36M -58,441 Closed
Manulife (Manufacturers Life Insurance)
518
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$4.33M -34,404 Closed
PAS
519
Park Avenue Securities
New York
– -$3.51M -27,893 Closed
MWM
520
Moulton Wealth Management
Washington
– -$2.83M -22,489 Closed
TRCT
521
Tower Research Capital (TRC)
New York
– -$2.44M -19,347 Closed
JWCA
522
J.W. Cole Advisors
Florida
– -$898K -7,134 Closed
ATS
523
Ashton Thomas Securities
New York
– -$814K -6,462 Closed
Two Sigma Investments
524
Two Sigma Investments
New York
– -$718K -5,700 Closed
EA
525
Everpar Advisors
Oklahoma
– -$562K -4,462 Closed