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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Caprock Group
Idaho
$655K +$12.9K +155 +2%
CPC
227
Cookson Peirce & Co
Pennsylvania
$637K -$49.7K -595 -7%
AFS
228
Access Financial Services
Minnesota
$636K +$668K +8,000 New
MWP
229
Madison Wealth Partners
Wisconsin
$633K +$111K +1,335 +20%
OCM
230
Objective Capital Management
Ohio
$626K +$658K +7,875 New
CNBTD
231
Citizens National Bank Trust Department
Mississippi
$618K -$411K -4,925 -39%
CAN
232
Claraphi Advisory Network
United States
$617K -$835 -10 -0.1%
KPW
233
Kore Private Wealth
New York
$582K – – –
CWM
234
Calamos Wealth Management
Illinois
$581K – – –
SC
235
Scotia Capital
Ontario, Canada
$563K +$12.1K +145 +2%
KeyBank National Association
236
KeyBank National Association
Ohio
$553K – – –
SFI
237
SPC Financial Inc
Maryland
$552K – – –
PCS
238
Personal CFO Solutions
New Jersey
$547K -$20K -240 -3%
VAS
239
Vestmark Advisory Solutions
Massachusetts
$537K +$30.1K +360 +6%
BCV
240
Banque Cantonale Vaudoise
Switzerland
$531K +$171K +2,045 +44%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$530K – – –
CS
242
Cannell & Spears
New York
$526K -$75.2K -900 -12%
Northern Trust
243
Northern Trust
Illinois
$519K -$37.6K -450 -6%
OCM
244
One Capital Management
California
$519K +$545K +6,530 New
WWM
245
Western Wealth Management
Colorado
$518K +$543K +6,505 New
KA
246
Kovack Advisors
Florida
$515K -$13.4K -160 -2%
GCM
247
Goldstream Capital Management
Hong Kong
$507K +$533K +6,380 New
MIA
248
MMBG Investment Advisors
Florida
$505K +$530K +6,350 New
OWA
249
Outlook Wealth Advisors
Texas
$504K -$18.4K -220 -3%
SFM
250
Signet Financial Management
New Jersey
$503K -$162K -1,940 -23%