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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$629K -$37.9K -726 -6%
PFS
102
Prospera Financial Services
Texas
$622K +$49.4K +948 +9%
GA
103
Geller Advisors
New York
$618K +$570K +10,920 New
Citigroup
104
Citigroup
New York
$612K -$54.4K -1,044 -9%
WP
105
WealthShield Partners
North Carolina
$611K
M&T Bank
106
M&T Bank
New York
$594K +$31.3K +600 +6%
KNW
107
Kesler Norman & Wride
Utah
$575K -$339K -6,498 -39%
OWA
108
One Wealth Advisors
California
$570K -$25.3K -486 -5%
KAH
109
Kathryn A. Hall
$565K
CGL
110
Clarius Group LLC
Washington
$553K
MMA
111
Miracle Mile Advisors
California
$552K +$626 +12 +0.1%
VAS
112
Vestmark Advisory Solutions
Massachusetts
$547K -$5.32K -102 -1%
RG
113
Rathbones Group
United Kingdom
$519K
SF
114
Synovus Financial
Georgia
$504K +$206K +3,942 +79%
BFS
115
Bradley Foster & Sargent
Connecticut
$500K -$14.4K -276 -3%
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$487K
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$479K -$54.4K -1,044 -11%
MOS
118
MGO One Seven
Ohio
$469K +$432K +8,292 New
KWM
119
Keebeck Wealth Management
Illinois
$468K +$431K +8,268 New
KA
120
Kearns & Associates
California
$465K
CWS
121
Cypress Wealth Services
California
$464K +$22.5K +432 +6%
T
122
TCWP
Ohio
$461K +$9.07K +174 +2%
WA
123
WealthTrust Axiom
Pennsylvania
$450K
BCM
124
Becker Capital Management
Oregon
$441K +$407K +7,800 New
CAN
125
Cetera Advisor Networks
California
$437K -$30.7K -588 -7%