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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
51
Voya Financial Advisors
Connecticut
$1.09M -$463K -14,982 -28%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$1.09M -$86.4M -2,795,466 -99%
SB
53
Suntrust Banks
Georgia
$1.02M +$192K +6,204 +21%
WB
54
Webster Bank
Connecticut
$997K
BRWA
55
B. Riley Wealth Advisors
Florida
$946K -$24.3K -786 -2%
MML Investors Services
56
MML Investors Services
Massachusetts
$908K +$66.8K +2,160 +7%
WCM
57
WealthBridge Capital Management
Ohio
$906K +$978K +31,644 New
AG
58
Advisor Group
Arizona
$839K +$112K +3,606 +14%
GWM
59
Geneos Wealth Management
Colorado
$753K -$9.83K -318 -1%
Stifel Financial
60
Stifel Financial
Missouri
$740K -$18.6K -600 -2%
M&T Bank
61
M&T Bank
New York
$630K
JMPWA
62
JP Morgan Private Wealth Advisors
California
$585K +$10K +324 +2%
TFF
63
The Family Firm
Maryland
$576K +$222K +7,194 +56%
SWM
64
Sequoia Wealth Management
Illinois
$563K -$332K -10,752 -35%
HighTower Advisors
65
HighTower Advisors
Illinois
$551K +$12.2K +396 +2%
SMC
66
Smith, Moore & Co
Missouri
$524K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$496K -$135K -4,380 -20%
CSIC
68
Clifford Swan Investment Counsel
California
$489K
LFS
69
Legacy Financial Strategies
Kansas
$487K +$25.4K +822 +5%
SPC
70
Sigma Planning Corp
Michigan
$482K +$35.3K +1,140 +7%
ASN
71
Advisory Services Network
Georgia
$467K
HFA
72
High Falls Advisors
New York
$455K
SS
73
Simplicity Solutions
Minnesota
$430K +$465K +15,042 New
PWM
74
Perigon Wealth Management
California
$429K
APA
75
American Portfolios Advisors
New York
$392K -$15.6K -504 -4%