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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
226
Cookson Peirce & Co
Pennsylvania
$637K -$49.7K -595 -7%
AFS
227
Access Financial Services
Minnesota
$636K +$668K +8,000 New
MWP
228
Madison Wealth Partners
Wisconsin
$633K +$111K +1,335 +20%
OCM
229
Objective Capital Management
Ohio
$626K +$658K +7,875 New
CNBTD
230
Citizens National Bank Trust Department
Mississippi
$618K -$411K -4,925 -39%
CAN
231
Claraphi Advisory Network
United States
$617K -$835 -10 -0.1%
KPW
232
Kore Private Wealth
New York
$582K
CWM
233
Calamos Wealth Management
Illinois
$581K
SC
234
Scotia Capital
Ontario, Canada
$563K +$12.1K +145 +2%
KeyBank National Association
235
KeyBank National Association
Ohio
$553K
SFI
236
SPC Financial Inc
Maryland
$552K
PCS
237
Personal CFO Solutions
New Jersey
$547K -$20K -240 -3%
VAS
238
Vestmark Advisory Solutions
Massachusetts
$537K +$30.1K +360 +6%
BCV
239
Banque Cantonale Vaudoise
Switzerland
$531K +$171K +2,045 +44%
Thrivent Financial for Lutherans
240
Thrivent Financial for Lutherans
Minnesota
$530K
CS
241
Cannell & Spears
New York
$526K -$75.2K -900 -12%
Northern Trust
242
Northern Trust
Illinois
$519K -$37.6K -450 -6%
OCM
243
One Capital Management
California
$519K +$545K +6,530 New
WWM
244
Western Wealth Management
Colorado
$518K +$543K +6,505 New
KA
245
Kovack Advisors
Florida
$515K -$13.4K -160 -2%
GCM
246
Goldstream Capital Management
Hong Kong
$507K +$533K +6,380 New
MIA
247
MMBG Investment Advisors
Florida
$505K +$530K +6,350 New
OWA
248
Outlook Wealth Advisors
Texas
$504K -$18.4K -220 -3%
SFM
249
Signet Financial Management
New Jersey
$503K -$162K -1,940 -23%
PIM
250
Parker Investment Management
California
$500K