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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
226
MMBG Investment Advisors
Florida
$387K – – –
MMA
227
Miracle Mile Advisors
California
$372K -$20.5K -365 -6%
SFI
228
SPC Financial Inc
Maryland
$369K +$4.48K +80 +1%
JRP
229
Jasper Ridge Partners
California
$366K – – –
WAOTB
230
Wealth Advisors of Tampa Bay
Florida
$361K +$332K +5,930 New
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$349K +$179K +3,190 +126%
PWM
232
Purus Wealth Management
California
$348K – – –
CCG
233
Chatham Capital Group
Georgia
$347K -$455K -8,125 -59%
FFS
234
Founders Financial Securities
Maryland
$343K -$60K -1,070 -16%
BCP
235
Blue Chip Partners
Michigan
$334K +$307K +5,475 New
BAM
236
Belpointe Asset Management
Nevada
$320K -$46.5K -830 -14%
CCM
237
Canal Capital Management
Virginia
$320K -$2.5M -44,575 -89%
Vontobel Holding
238
Vontobel Holding
Switzerland
$320K -$140K -2,500 -32%
NLG
239
New Legacy Group
New York
$315K – – –
CAM
240
Carret Asset Management
New York
$310K +$18.2K +325 +7%
JHU
241
Johns Hopkins University
Maryland
$305K – – –
MTWSIF
242
Mivtachim The Workers Social Insurance Fund
Israel
$305K +$280K +5,000 New
PAMP
243
Polar Asset Management Partners
Ontario, Canada
$305K -$37.5M -668,500 -99%
AMC
244
Asset Management Corp
Illinois
$305K -$266K -4,750 -49%
HTC
245
Haverford Trust Company
Pennsylvania
$297K – – –
IC
246
IEQ Capital
California
$296K +$272K +4,860 New
Bessemer Group
247
Bessemer Group
New Jersey
$293K +$33.1K +590 +14%
PI
248
PFG Investments
New York
$287K +$264K +4,715 New
TFCP
249
Twin Focus Capital Partners
Massachusetts
$283K – – –
FIA
250
Foundations Investment Advisors
Arizona
$278K +$256K +4,570 New