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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Calton & Associates
Florida
$991K -$120K -1,890 -11%
EWA
102
EP Wealth Advisors
California
$901K +$852K +13,386 New
Brown Advisory
103
Brown Advisory
Maryland
$898K -$9.55K -150 -1%
JIP
104
Jaffetilchin Investment Partners
Florida
$873K +$954K +14,976 New
DADC
105
D.A. Davidson & Co
Montana
$870K +$6.88K +108 +0.8%
BFO
106
Boston Family Office
Massachusetts
$808K
CAM
107
Cresset Asset Management
Illinois
$800K
M&T Bank
108
M&T Bank
New York
$788K -$306K -4,806 -29%
MML Investors Services
109
MML Investors Services
Massachusetts
$766K +$151K +2,370 +26%
BFS
110
Bard Financial Services
Connecticut
$757K
SWP
111
Stratos Wealth Partners
Ohio
$742K +$48.9K +768 +7%
AAS
112
Avantax Advisory Services
Texas
$735K +$400K +6,282 +137%
RF
113
Rollins Financial
Georgia
$732K -$111K -1,740 -14%
Creative Planning
114
Creative Planning
Kansas
$727K -$39.4K -618 -5%
PWM
115
Perigon Wealth Management
California
$710K
HFA
116
High Falls Advisors
New York
$707K
US Bancorp
117
US Bancorp
Minnesota
$698K +$3.44K +54 +0.5%
CFD
118
Creative Financial Designs
Indiana
$684K +$16.4K +258 +3%
SS
119
Sunbelt Securities
Texas
$680K -$89K -1,398 -12%
KAH
120
Kathryn A. Hall
$673K
PSUF
121
People's United Financial
Connecticut
$671K
SCA
122
Snowden Capital Advisors
New York
$663K -$423K -6,636 -40%
SC
123
Slow Capital
California
$650K -$222K -3,480 -27%
KPW
124
Kore Private Wealth
New York
$650K +$615K +9,654 New
PWLP
125
Prio Wealth Limited Partnership
Massachusetts
$636K