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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$1.75M +$71K +768 +4%
WB
102
Webster Bank
Connecticut
$1.73M
SMC
103
Smith, Moore & Co
Missouri
$1.73M -$55.4K -600 -3%
M&T Bank
104
M&T Bank
New York
$1.68M
CSC
105
Caldwell Sutter Capital
California
$1.62M
AC
106
Avestar Capital
New York
$1.55M -$7.65M -82,787 -84%
KAS
107
Kestra Advisory Services
Texas
$1.53M +$9.15K +99 +0.6%
AAS
108
Avantax Advisory Services
Texas
$1.52M -$93.7K -1,014 -6%
Brown Advisory
109
Brown Advisory
Maryland
$1.52M +$11.6K +125 +0.8%
TSWM
110
Tyler-Stone Wealth Management
Ohio
$1.52M +$731K +7,915 +100%
GVAG
111
Great Valley Advisor Group
Delaware
$1.51M -$102K -1,100 -7%
SFS
112
Security Financial Services
Indiana
$1.48M +$51.6K +558 +4%
NF
113
Nikulski Financial
Iowa
$1.47M -$188K -2,029 -12%
FA
114
Fiducient Advisors
Illinois
$1.45M -$92.4K -1,000 -6%
CSIC
115
Clifford Swan Investment Counsel
California
$1.44M
IWA
116
Icon Wealth Advisors
Texas
$1.41M +$1.36M +14,688 New
CGA
117
Crescent Grove Advisors
Illinois
$1.38M
GRP
118
Global Retirement Partners
California
$1.35M +$87.7K +949 +7%
OCM
119
Osterweis Capital Management
California
$1.33M
MML Investors Services
120
MML Investors Services
Massachusetts
$1.31M +$296K +3,201 +31%
KWM
121
Keebeck Wealth Management
Illinois
$1.28M +$538K +5,817 +77%
LEA
122
Legacy Edge Advisors
New York
$1.28M -$11.3K -122 -0.9%
Northern Trust
123
Northern Trust
Illinois
$1.24M +$79.1K +856 +7%
CWM
124
Congress Wealth Management
Massachusetts
$1.23M +$1.11K +12 +0.1%
HH
125
Hilltop Holdings
Texas
$1.23M +$495K +5,358 +72%