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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSA
101
Fort Sheridan Advisors
Illinois
$224K +$242K +7,836 New
IA
102
IFP Advisors
Florida
$219K -$25.8K -834 -10%
PL
103
Plancorp LLC
Missouri
$214K
CAM
104
Concorde Asset Management
Michigan
$206K -$15K -486 -6%
PG
105
Patten Group
Tennessee
$198K -$375K -12,120 -64%
US Bancorp
106
US Bancorp
Minnesota
$180K
PMFA
107
Plante Moran Financial Advisors
Michigan
$172K
WIM
108
Westside Investment Management
California
$155K
PA
109
Parallel Advisors
California
$125K
PCG
110
Private Capital Group
Connecticut
$124K
APC
111
Aspire Private Capital
North Carolina
$124K +$134K +4,320 New
Bessemer Group
112
Bessemer Group
New Jersey
$123K +$93K +3,006 +234%
SFA
113
Semmax Financial Advisors
North Carolina
$119K +$129K +4,170 New
CWA
114
Clarus Wealth Advisors
Arizona
$95K +$186 +6 +0.2%
NFG
115
Next Financial Group
Texas
$86K +$15.6K +504 +20%
BWP
116
Baldwin Wealth Partners
Massachusetts
$71K
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$69K
DWM
118
Doyle Wealth Management
Florida
$69K +$74.2K +2,400 New
WF
119
WealthTrust Fairport
Ohio
$46K
BWL
120
Bogart Wealth LLC
Virginia
$41K
HNB
121
Huntington National Bank
Ohio
$34K
UBS AM
122
UBS AM
Illinois
$33.1K
IBOK
123
Independence Bank of Kentucky
Kentucky
$27K
MIM
124
Macroview Investment Management
Maryland
$19K +$21K +678 New
KPW
125
Kore Private Wealth
New York
$17K +$18.6K +600 New