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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$727K -$463K -8,448 -36%
Creative Planning
102
Creative Planning
Kansas
$721K +$230K +4,188 +40%
WJA
103
Willis Johnson & Associates
Texas
$713K +$391K +7,134 +96%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$711K -$185K -3,366 -19%
RF
105
Resolute Financial
Massachusetts
$706K -$27.3K -498 -3%
FSA
106
Fort Sheridan Advisors
Illinois
$704K +$313K +5,700 +66%
SCA
107
Snowden Capital Advisors
New York
$698K -$78.7K -1,434 -9%
MAP
108
Milestone Advisory Partners
North Carolina
$671K -$357K -6,516 -32%
MW
109
Marcum Wealth
Ohio
$669K +$50.7K +924 +7%
CAM
110
Cresset Asset Management
Illinois
$665K – – –
Northern Trust
111
Northern Trust
Illinois
$652K +$379K +6,918 +109%
HGWM
112
Horst & Graben Wealth Management
Oregon
$629K -$2.14M -38,928 -75%
9WM
113
9258 Wealth Management
Ohio
$619K +$66.5K +1,212 +11%
BFO
114
Boston Family Office
Massachusetts
$589K – – –
NF
115
Nikulski Financial
Iowa
$585K -$177K -3,228 -21%
SWP
116
Stratos Wealth Partners
Ohio
$577K -$18.1K -330 -3%
M&T Bank
117
M&T Bank
New York
$574K – – –
DADC
118
D.A. Davidson & Co
Montana
$556K – – –
BFS
119
Bard Financial Services
Connecticut
$552K – – –
TFA
120
Teamwork Financial Advisors
Texas
$549K -$591K -10,770 -49%
PFS
121
Prospera Financial Services
Texas
$531K -$5.26K -96 -0.9%
WP
122
WealthShield Partners
North Carolina
$530K – – –
US Bancorp
123
US Bancorp
Minnesota
$507K +$25.7K +468 +5%
GL
124
Graypoint LLC
New York
$505K +$29.6K +540 +6%
KAH
125
Kathryn A. Hall
$490K – – –