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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$538K -$45.7K -630 -8%
SC
227
Scotia Capital
Ontario, Canada
$537K -$286K -3,945 -36%
3F
228
360 Financial
Minnesota
$530K -$7.59M -104,740 -94%
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
$530K – – –
OWA
230
Outlook Wealth Advisors
Texas
$524K -$5.89M -81,285 -92%
KA
231
Kovack Advisors
Florida
$524K -$360K -4,965 -42%
TSWM
232
Triangle Securities Wealth Management
North Carolina
$518K +$23.6K +325 +5%
JWCA
233
J.W. Cole Advisors
Florida
$507K -$9.06K -125 -2%
GTAM
234
Global Trust Asset Management
Florida
$507K +$471K +6,500 New
GCA
235
Greenwood Capital Associates
South Carolina
$506K +$469K +6,475 New
MWP
236
Madison Wealth Partners
Wisconsin
$505K +$173K +2,385 +58%
PIM
237
Parker Investment Management
California
$481K -$5.8K -80 -1%
First Manhattan
238
First Manhattan
New York
$478K – – –
Vontobel Holding
239
Vontobel Holding
Switzerland
$452K +$78.7K +1,085 +23%
VAS
240
Vestmark Advisory Solutions
Massachusetts
$451K +$1.45K +20 +0.3%
CCA
241
Cadent Capital Advisors
Oklahoma
$444K -$240K -3,315 -37%
HTC
242
Haverford Trust Company
Pennsylvania
$439K – – –
TWP
243
Tempus Wealth Planning
California
$432K +$49.3K +680 +14%
Bank of New York Mellon
244
Bank of New York Mellon
New York
$429K -$22.8K -315 -5%
WWM
245
Western Wealth Management
Colorado
$425K -$385K -5,310 -49%
CCB
246
Cutter & Co Brokerage
Missouri
$425K +$725 +10 +0.2%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$423K +$28.3K +390 +8%
IWM
248
IHT Wealth Management
Illinois
$413K -$3.63K -50 -0.9%
LWAC
249
Laurel Wealth Advisors (California)
California
$405K -$12K -165 -3%
ASFA
250
All Season Financial Advisors
Colorado
$400K +$372K +5,125 New