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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$856K +$19.4K +294 +2%
TFF
102
The Family Firm
Maryland
$843K -$276K -4,188 -24%
PWM
103
Perigon Wealth Management
California
$836K -$118K -1,788 -12%
M&T Bank
104
M&T Bank
New York
$822K +$198K +3,000 +30%
CWM
105
Congress Wealth Management
Massachusetts
$815K +$844K +12,798 New
BFO
106
Boston Family Office
Massachusetts
$801K -$139K -2,112 -14%
RWA
107
Ropes Wealth Advisors
Massachusetts
$769K
Northern Trust
108
Northern Trust
Illinois
$747K +$383K +5,802 +98%
SPIA
109
Steward Partners Investment Advisory
New York
$746K -$20.2K -306 -3%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$733K -$42.3K -642 -5%
WP
111
WealthSource Partners
California
$718K -$254K -3,846 -25%
WP
112
WealthShield Partners
North Carolina
$689K
Citigroup
113
Citigroup
New York
$655K -$29.3K -444 -4%
KAH
114
Kathryn A. Hall
$636K
AIC
115
Ayalon Insurance Company
Israel
$635K +$657K +9,966 New
RWB
116
RMR Wealth Builders
New Jersey
$625K +$791 +12 +0.1%
CGL
117
Clarius Group LLC
Washington
$623K
MMA
118
Miracle Mile Advisors
California
$622K
US Bancorp
119
US Bancorp
Minnesota
$619K -$540K -8,190 -46%
Belvedere Trading
120
Belvedere Trading
Illinois
$610K +$631K +9,576 New
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$592K
WJA
122
Willis Johnson & Associates
Texas
$590K -$47.1K -714 -7%
RG
123
Rathbones Group
United Kingdom
$585K
BFS
124
Bradley Foster & Sargent
Connecticut
$579K
TA
125
Tiedemann Advisors
New York
$573K -$173K -2,622 -23%