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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
101
Bard Financial Services
Connecticut
$636K – – –
PWM
102
Perigon Wealth Management
California
$629K -$37.9K -726 -6%
PFS
103
Prospera Financial Services
Texas
$622K +$49.4K +948 +9%
GA
104
Geller Advisors
New York
$618K +$570K +10,920 New
Citigroup
105
Citigroup
New York
$612K -$54.4K -1,044 -9%
WP
106
WealthShield Partners
North Carolina
$611K – – –
M&T Bank
107
M&T Bank
New York
$594K +$31.3K +600 +6%
KNW
108
Kesler Norman & Wride
Utah
$575K -$339K -6,498 -39%
OWA
109
One Wealth Advisors
California
$570K -$25.3K -486 -5%
KAH
110
Kathryn A. Hall
$565K – – –
CGL
111
Clarius Group LLC
Washington
$553K – – –
MMA
112
Miracle Mile Advisors
California
$552K +$626 +12 +0.1%
VAS
113
Vestmark Advisory Solutions
Massachusetts
$547K -$5.32K -102 -1%
RG
114
Rathbones Group
United Kingdom
$519K – – –
SF
115
Synovus Financial
Georgia
$504K +$206K +3,942 +79%
BFS
116
Bradley Foster & Sargent
Connecticut
$500K -$14.4K -276 -3%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$487K – – –
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$479K -$54.4K -1,044 -11%
MOS
119
MGO One Seven
Ohio
$469K +$432K +8,292 New
KWM
120
Keebeck Wealth Management
Illinois
$468K +$431K +8,268 New
KA
121
Kearns & Associates
California
$465K – – –
CWS
122
Cypress Wealth Services
California
$464K +$22.5K +432 +6%
T
123
TCWP
Ohio
$461K +$9.07K +174 +2%
WA
124
WealthTrust Axiom
Pennsylvania
$450K – – –
BCM
125
Becker Capital Management
Oregon
$441K +$407K +7,800 New