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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEI
176
Benjamin Edwards Inc
Missouri
$725K +$302 +3 +0%
MAM
177
Mystic Asset Management
Rhode Island
$725K -$3.02K -30 -0.4%
Lazard Asset Management
178
Lazard Asset Management
New York
$725K
WLPWM
179
Walled Lake Planning & Wealth Management
Illinois
$717K +$27.7K +276 +4%
PJSIMP
180
P.J. Schmidt Investment Management (PJS)
Wisconsin
$705K -$1.91K -19 -0.3%
RPCONE
181
Retirement Planning Company of New England
Rhode Island
$697K -$1.21K -12 -0.2%
PAS
182
Park Avenue Securities
New York
$694K +$277K +2,760 +68%
SVWAG
183
Sound View Wealth Advisors Group
Georgia
$684K +$101 +1 +0%
BA
184
Bristlecone Advisors
Washington
$684K
EB
185
Eastern Bank
Massachusetts
$674K +$42.2K +420 +7%
AWA
186
Arkadios Wealth Advisors
Georgia
$672K +$58.2K +579 +10%
SF
187
Synovus Financial
Georgia
$668K -$101 -1 -0%
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$664K +$61.2K +609 +10%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$663K +$85.4K +850 +15%
DADC
190
D.A. Davidson & Co
Montana
$654K -$10.1K -100 -2%
BIA
191
Biondo Investment Advisors
Pennsylvania
$652K +$82.9K +825 +15%
EWA
192
EP Wealth Advisors
California
$643K +$65.6K +653 +12%
NAMP
193
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$643K -$72.4K -720 -10%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$632K
Franklin Resources
195
Franklin Resources
California
$626K
FOR
196
Family Office Research
Maryland
$616K +$607K +6,037 New
CA
197
Clearstead Advisors
Ohio
$615K +$136K +1,350 +29%
JWCA
198
J.W. Cole Advisors
Florida
$614K
CIA
199
Concurrent Investment Advisors
Florida
$608K +$199K +1,982 +50%
RW
200
Ridgeline Wealth
Arizona
$608K +$598K +5,953 New