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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$1.27M +$1.25M +39,510 New
WB
52
Webster Bank
Connecticut
$1.14M -$4.73K -150 -0.4%
BRWA
53
B. Riley Wealth Advisors
Florida
$1.14M +$1.7K +54 +0.2%
SC
54
Scotia Capital
Ontario, Canada
$976K +$18.9K +600 +2%
GWM
55
Geneos Wealth Management
Colorado
$942K -$27.8K -882 -3%
SWM
56
Sequoia Wealth Management
Illinois
$942K +$33.1K +1,050 +4%
HFM
57
Harvest Fund Management
China
$940K -$284K -9,000 -24%
SB
58
Suntrust Banks
Georgia
$899K +$206K +6,546 +31%
Stifel Financial
59
Stifel Financial
Missouri
$852K +$458K +14,538 +121%
Creative Planning
60
Creative Planning
Kansas
$692K +$247K +7,830 +57%
UIA
61
UBP Investment Advisors
Switzerland
$651K
JMPWA
62
JP Morgan Private Wealth Advisors
California
$647K
DG
63
Delek Group
Israel
$620K +$607K +19,260 New
PG
64
Patten Group
Tennessee
$615K
HighTower Advisors
65
HighTower Advisors
Illinois
$593K
FAAS
66
First Allied Advisory Services
California
$591K -$81.2K -2,574 -12%
SMC
67
Smith, Moore & Co
Missouri
$588K +$7.57K +240 +1%
ASN
68
Advisory Services Network
Georgia
$558K +$6.62K +210 +1%
CSIC
69
Clifford Swan Investment Counsel
California
$550K
Fidelity Investments
70
Fidelity Investments
Massachusetts
$536K +$72.1K +2,286 +16%
SC
71
Slow Capital
California
$536K +$416K +13,200 +381%
M&T Bank
72
M&T Bank
New York
$531K -$68.1K -2,160 -12%
HFA
73
High Falls Advisors
New York
$511K
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$510K -$121K -3,834 -19%
APA
75
American Portfolios Advisors
New York
$455K -$12.7K -402 -3%