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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
126
Clarius Group LLC
Washington
$730K
MMA
127
Miracle Mile Advisors
California
$729K
HB
128
Horizon Bancorp
Indiana
$695K +$93.9K +1,374 +17%
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$694K
RG
130
Rathbones Group
United Kingdom
$686K
RWB
131
RMR Wealth Builders
New Jersey
$684K -$44.7K -654 -7%
AG
132
AlTi Global
New York
$672K +$615K +8,994 New
SF
133
Synovus Financial
Georgia
$666K
GFPC
134
Global Financial Private Client
Florida
$665K +$125K +1,824 +26%
RPCONE
135
Retirement Planning Company of New England
Rhode Island
$663K +$3.28K +48 +0.5%
MML Investors Services
136
MML Investors Services
Massachusetts
$663K +$126K +1,836 +26%
WJA
137
Willis Johnson & Associates
Texas
$662K -$27.9K -408 -4%
BFS
138
Bradley Foster & Sargent
Connecticut
$661K
US Bancorp
139
US Bancorp
Minnesota
$659K -$61.5K -900 -9%
KA
140
Kearns & Associates
California
$614K
WA
141
WealthTrust Axiom
Pennsylvania
$594K
SWP
142
Stratos Wealth Partners
Ohio
$583K +$44.7K +654 +9%
TSWM
143
Tyler-Stone Wealth Management
Ohio
$579K +$820 +12 +0.2%
KWM
144
Keebeck Wealth Management
Illinois
$579K -$15.2K -222 -3%
SAG
145
SageView Advisory Group
California
$570K +$410 +6 +0.1%
OWA
146
One Wealth Advisors
California
$565K -$10.7K -156 -2%
CWS
147
Cypress Wealth Services
California
$563K +$9.85K +144 +2%
EFG
148
Embree Financial Group
Illinois
$550K +$504K +7,368 New
IFA
149
Interactive Financial Advisors
Illinois
$541K -$887K -12,972 -32%
Lazard Asset Management
150
Lazard Asset Management
New York
$531K