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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
176
Bristlecone Advisors
Washington
$642K
SPIA
177
Steward Partners Investment Advisory
New York
$630K -$31K -335 -5%
SF
178
Synovus Financial
Georgia
$627K +$92 +1 +0%
DADC
179
D.A. Davidson & Co
Montana
$624K
KIG
180
Kowal Investment Group
Wisconsin
$614K +$592K +6,404 New
BG
181
Bollard Group
Massachusetts
$614K +$462 +5 +0.1%
Franklin Resources
182
Franklin Resources
California
$608K
KNW
183
Kesler Norman & Wride
Utah
$601K -$113K -1,222 -16%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$594K
EB
185
Eastern Bank
Massachusetts
$593K -$12K -130 -2%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$585K +$312K +3,372 +134%
MC
187
Moors & Cabot
Massachusetts
$580K +$55.4K +600 +11%
JWCA
188
J.W. Cole Advisors
Florida
$577K
AWA
189
Arkadios Wealth Advisors
Georgia
$576K +$5.45K +59 +1%
PCMC
190
Private Capital Management (Colorado)
Colorado
$576K
SWA
191
SOA Wealth Advisors
New York
$553K +$554 +6 +0.1%
TCM
192
Tufton Capital Management
Maryland
$547K
EWA
193
EP Wealth Advisors
California
$542K -$78.1K -845 -13%
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$542K +$522K +5,645 New
TCM
195
Tandem Capital Management
New Jersey
$537K +$44K +476 +9%
BCM
196
Becker Capital Management
Oregon
$537K
BIA
197
Biondo Investment Advisors
Pennsylvania
$534K +$2.31K +25 +0.5%
IWC
198
Integrated Wealth Concepts
Massachusetts
$531K +$94.4K +1,021 +23%
WWC
199
Waypoint Wealth Counsel
Georgia
$505K +$190K +2,054 +64%
SPC
200
Sigma Planning Corp
Michigan
$505K +$40.5K +438 +9%