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iShares Expanded Tech Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$896K – – –
EWM
202
Empirical Wealth Management
Washington
$895K +$212K +1,801 +34%
AWA
203
Arkadios Wealth Advisors
Georgia
$879K -$11.6K -98 -1%
PWP
204
Phillips Wealth Planners
Mississippi
$879K +$806K +6,837 New
WJA
205
Willis Johnson & Associates
Texas
$872K -$50.8K -431 -6%
AA
206
Ancora Advisors
Ohio
$871K +$672K +5,701 +470%
Lido Advisors
207
Lido Advisors
California
$866K +$88.5K +750 +12%
IWC
208
Integrated Wealth Concepts
Massachusetts
$860K -$868K -7,358 -52%
RPCONE
209
Retirement Planning Company of New England
Rhode Island
$858K – – –
MAM
210
Mystic Asset Management
Rhode Island
$853K -$1.77K -15 -0.2%
KIG
211
Kennedy Investment Group
New Jersey
$842K +$119K +1,010 +18%
WIA
212
World Investment Advisors
California
$834K +$781K +6,621 New
PJSIMP
213
P.J. Schmidt Investment Management (PJS)
Wisconsin
$825K -$19.1K -162 -2%
SSWM
214
Strait & Sound Wealth Management
California
$822K +$82K +695 +12%
CIA
215
Capital Investment Advisors
Georgia
$819K -$363K -3,078 -32%
ATS
216
Ashton Thomas Securities
New York
$814K +$762K +6,462 New
KNW
217
Kesler Norman & Wride
Utah
$813K +$200K +1,697 +27%
CFG
218
Citizens Financial Group
Rhode Island
$812K +$536K +4,543 +238%
BG
219
Bollard Group
Massachusetts
$807K +$236 +2 +0%
FOR
220
Family Office Research
Maryland
$804K – – –
NAMP
221
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$793K – – –
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$776K +$11.8K +100 +2%
SVWAG
223
Sound View Wealth Advisors Group
Georgia
$775K +$118 +1 +0%
PCA
224
Prosperity Capital Advisors
Ohio
$771K +$8.85K +75 +1%
RW
225
Ridgeline Wealth
Arizona
$749K -$354 -3 -0.1%