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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
176
Orleans Capital Management
Louisiana
$316K – – –
Renaissance Technologies
177
Renaissance Technologies
New York
$314K +$285K +4,800 New
BF
178
Blankinship & Foster
California
$313K -$47.1K -792 -14%
4WM
179
4J Wealth Management
Virginia
$311K -$20.7K -348 -7%
SEP
180
Southland Equity Partners
Missouri
$301K +$20K +336 +8%
CMS
181
Capital Market Strategies
Florida
$297K +$269K +4,530 New
GA
182
Geller Advisors
New York
$296K -$380K -6,396 -59%
GRP
183
Global Retirement Partners
California
$294K – – –
RC
184
Roundview Capital
New Jersey
$293K – – –
SCA
185
Sandy Cove Advisors
Massachusetts
$292K +$265K +4,458 New
AWM
186
Aries Wealth Management
Maine
$289K – – –
PA
187
Parallel Advisors
California
$288K – – –
PFP
188
Paragon Financial Partners
California
$287K – – –
VVP
189
Venture Visionary Partners
Ohio
$281K – – –
MCM
190
Manchester Capital Management
Vermont
$278K – – –
BMC
191
Beaton Management Company
Massachusetts
$275K – – –
PG
192
Patten Group
Tennessee
$269K – – –
VA
193
Valmark Advisers
Ohio
$267K -$6.42K -108 -3%
OC
194
Oppenheimer & Co
New York
$266K +$7.49K +126 +3%
CL
195
Choreo LLC
Illinois
$264K – – –
HSWM
196
Hubbell Strickland Wealth Management
Louisiana
$257K +$11.4K +192 +5%
HFA
197
High Falls Advisors
New York
$255K – – –
KIG
198
Kennedy Investment Group
New Jersey
$253K – – –
RI
199
Rinkey Investments
California
$253K +$8.92K +150 +4%
SC
200
Seldon Capital
California
$248K – – –