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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
176
Grassi Investment Management
California
$415K – – –
EWA
177
EP Wealth Advisors
California
$410K -$15.2K -222 -4%
MC
178
Moors & Cabot
Massachusetts
$407K +$372K +5,448 New
SI
179
Saxon Interests
Texas
$404K +$370K +5,412 New
BSW
180
Buckingham Strategic Wealth
Missouri
$403K – – –
SQA
181
Simon Quick Advisors
New Jersey
$389K +$356K +5,214 New
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$381K +$249K +3,642 +249%
EWM
183
Empirical Wealth Management
Washington
$381K -$22.2K -324 -6%
BFG
184
Bouchey Financial Group
New York
$379K – – –
SAM
185
Sawgrass Asset Management
Florida
$379K – – –
WLPWM
186
Walled Lake Planning & Wealth Management
Illinois
$376K -$2.46K -36 -0.7%
FCH
187
Freestone Capital Holdings
Washington
$368K -$37.3K -546 -10%
SIAG
188
Safeguard Investment Advisory Group
California
$364K – – –
OCM
189
Orleans Capital Management
Louisiana
$360K – – –
BF
190
Blankinship & Foster
California
$357K – – –
IWC
191
Integrated Wealth Concepts
Massachusetts
$355K +$325K +4,752 New
HVIA
192
Hudson Valley Investment Advisors
New York
$354K – – –
GRP
193
Global Retirement Partners
California
$340K +$410 +6 +0.1%
CMS
194
Capital Market Strategies
Florida
$338K – – –
SCA
195
Sandy Cove Advisors
Massachusetts
$334K +$1.23K +18 +0.4%
AWM
196
Aries Wealth Management
Maine
$329K – – –
PA
197
Parallel Advisors
California
$328K – – –
PFP
198
Paragon Financial Partners
California
$327K +$820 +12 +0.3%
VR
199
Valued Retirements
Texas
$324K +$297K +4,344 New
GA
200
Geller Advisors
New York
$323K -$15.2K -222 -5%