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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Scotia Capital
Ontario, Canada
$349K +$46.1K +920 +18%
BFEC
227
Benjamin F. Edwards & Company
Missouri
$348K -$1.5K -30 -0.5%
CG
228
Caprock Group
Idaho
$348K +$307K +6,120 New
VAS
229
Vestmark Advisory Solutions
Massachusetts
$347K -$18.3K -365 -6%
Cerity Partners
230
Cerity Partners
New York
$340K +$11.3K +225 +4%
CIC
231
Carnegie Investment Counsel
Ohio
$322K +$34.4K +685 +14%
Baird Financial Group
232
Baird Financial Group
Wisconsin
$314K -$1.5K -30 -0.5%
CCB
233
Cutter & Co Brokerage
Missouri
$311K +$251 +5 +0.1%
UAS
234
United Asset Strategies
New York
$302K +$267K +5,315 New
Prudential Financial
235
Prudential Financial
New Jersey
$299K -$791K -15,775 -75%
MCCP
236
Mission Creek Capital Partners
California
$298K
BRWA
237
B. Riley Wealth Advisors
Florida
$297K -$42.1K -840 -14%
US Bancorp
238
US Bancorp
Minnesota
$297K +$166K +3,320 +174%
FAIM
239
Financial Advocates Investment Management
Washington
$296K +$388K +7,730 New
AFG
240
Arkansas Financial Group
Arkansas
$288K -$4.01K -80 -2%
AA
241
AlphaMark Advisors
Kentucky
$284K +$251K +5,000 New
CA
242
Cornerstone Advisory
Maryland
$284K +$251K +5,000 New
Neuberger Berman Group
243
Neuberger Berman Group
New York
$283K +$249K +4,970 New
NFG
244
Next Financial Group
Texas
$281K +$54.4K +1,085 +28%
SBSB
245
Sullivan, Bruyette, Speros & Blaney
Virginia
$280K
HTC
246
Haverford Trust Company
Pennsylvania
$277K
LFS
247
Legacy Financial Strategies
Kansas
$274K
CWA
248
Clarus Wealth Advisors
Arizona
$274K +$236K +4,710 New
DC
249
Davenport & Co
Virginia
$260K +$230K +4,580 New
KIA
250
KCM Investment Advisors
California
$256K +$225K +4,495 New