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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$952K -$317K -3,224 -28%
KA
177
Kearns & Associates
California
$924K
SWP
178
Stratos Wealth Partners
Ohio
$913K +$29.5K +300 +4%
CWS
179
Cypress Wealth Services
California
$910K -$20.6K -210 -3%
CNBTD
180
Citizens National Bank Trust Department
Mississippi
$896K -$6.68K -68 -0.8%
TCM
181
Tandem Capital Management
New Jersey
$853K +$6.88K +70 +0.9%
EFG
182
Embree Financial Group
Illinois
$830K +$295 +3 +0%
WJA
183
Willis Johnson & Associates
Texas
$827K +$1.67K +17 +0.2%
WA
184
WealthTrust Axiom
Pennsylvania
$823K -$61K -621 -8%
JWCA
185
J.W. Cole Advisors
Florida
$801K +$701K +7,133 New
BIA
186
Biondo Investment Advisors
Pennsylvania
$798K +$18.7K +190 +3%
Lazard Asset Management
187
Lazard Asset Management
New York
$798K
AWA
188
Arkadios Wealth Advisors
Georgia
$795K +$9.33K +95 +1%
RPCONE
189
Retirement Planning Company of New England
Rhode Island
$765K -$1.77K -18 -0.3%
MAM
190
Mystic Asset Management
Rhode Island
$763K +$6.88K +70 +1%
PJSIMP
191
P.J. Schmidt Investment Management (PJS)
Wisconsin
$754K -$16.9K -172 -2%
EWA
192
EP Wealth Advisors
California
$743K +$29.1K +296 +5%
SF
193
Summit Financial
New Jersey
$724K +$633K +6,447 New
SPC
194
Sigma Planning Corp
Michigan
$723K -$29.3K -298 -4%
BG
195
Bollard Group
Massachusetts
$720K +$50.2K +511 +9%
DADC
196
D.A. Davidson & Co
Montana
$719K
FOR
197
Family Office Research
Maryland
$717K +$41.8K +426 +7%
NAMP
198
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$708K
KNW
199
Kesler Norman & Wride
Utah
$703K -$226K -2,305 -27%
FWP
200
Forefront Wealth Partners
Texas
$701K +$270K +2,748 +72%