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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Calton & Associates
Florida
$943K +$369K +6,738 +71%
JIP
102
Jaffetilchin Investment Partners
Florida
$873K -$70.3K -1,284 -8%
CB
103
Commerce Bank
Missouri
$844K +$55.9K +1,020 +8%
WA
104
WESPAC Advisors
California
$840K +$789K +14,400 New
Brown Advisory
105
Brown Advisory
Maryland
$786K
Baird Financial Group
106
Baird Financial Group
Wisconsin
$777K -$33.2K -606 -4%
CCA
107
Cadent Capital Advisors
Oklahoma
$777K +$729K +13,320 New
KPWS
108
Kestra Private Wealth Services
Texas
$772K -$46.3K -846 -6%
SCA
109
Snowden Capital Advisors
New York
$770K +$233K +4,254 +48%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$763K -$6.9K -126 -1%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$761K +$240K +4,374 +50%
RF
112
Rollins Financial
Georgia
$735K +$690K +12,606 New
APA
113
American Portfolios Advisors
New York
$703K -$68.3K -1,248 -9%
BFO
114
Boston Family Office
Massachusetts
$700K
CAM
115
Cresset Asset Management
Illinois
$693K
SWP
116
Stratos Wealth Partners
Ohio
$681K +$243K +4,446 +61%
PWM
117
Perigon Wealth Management
California
$668K
BFS
118
Bard Financial Services
Connecticut
$656K +$616K +11,250 New
Creative Planning
119
Creative Planning
Kansas
$651K +$6.24K +114 +1%
CRWM
120
Castle Rock Wealth Management
California
$637K +$581K +10,614 New
SC
121
Slow Capital
California
$616K -$76.6K -1,398 -12%
US Bancorp
122
US Bancorp
Minnesota
$614K +$183K +3,336 +46%
TCM
123
Tufton Capital Management
Maryland
$612K -$82.1K -1,500 -13%
HFA
124
High Falls Advisors
New York
$612K +$575K +10,500 New
KAH
125
Kathryn A. Hall
$582K