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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$864K -$67.9K -1,782 -8%
TFF
77
The Family Firm
Maryland
$699K -$33.1K -870 -5%
CSIC
78
Clifford Swan Investment Counsel
California
$690K
SMC
79
Smith, Moore & Co
Missouri
$663K -$48K -1,260 -7%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$637K -$17.4K -456 -3%
NFG
81
Next Financial Group
Texas
$631K -$5.71K -150 -1%
KAH
82
Kathryn A. Hall
$579K
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$579K +$457 +12 +0.1%
APA
84
American Portfolios Advisors
New York
$576K -$7.31K -192 -1%
IA
85
IFP Advisors
Florida
$574K -$39.1K -1,026 -7%
CB
86
Commerce Bank
Missouri
$543K
PWM
87
Perigon Wealth Management
California
$530K
HFA
88
High Falls Advisors
New York
$521K
PAG
89
Private Advisor Group
New Jersey
$494K +$5.94K +156 +1%
Creative Planning
90
Creative Planning
Kansas
$490K +$111K +2,916 +32%
BFO
91
Boston Family Office
Massachusetts
$484K
SC
92
Slow Capital
California
$484K
TCM
93
Tufton Capital Management
Maryland
$484K
CAM
94
Cresset Asset Management
Illinois
$479K
RJT
95
Raymond James Trust
Florida
$474K +$34.5K +906 +8%
PFS
96
Prospera Financial Services
Texas
$441K -$26.3K -690 -6%
TA
97
Tiedemann Advisors
New York
$420K +$6.86K +180 +2%
PSUF
98
People's United Financial
Connecticut
$412K
SWM
99
Sequoia Wealth Management
Illinois
$395K -$291K -7,638 -44%
DADC
100
D.A. Davidson & Co
Montana
$387K