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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
Regal Investment Advisors
Michigan
$1.29M +$1.34M +12,214 New
HFRG
227
Houlihan Financial Resource Group
Virginia
$1.27M +$759K +6,909 +116%
NL
228
NVWM LLC
Pennsylvania
$1.24M +$27.9K +254 +2%
CWM
229
Chicago Wealth Management
Illinois
$1.23M -$10.5M -95,085 -89%
BMM
230
Berkshire Money Management
Massachusetts
$1.19M +$1.23M +11,230 New
Qube Research & Technologies (QRT)
231
Qube Research & Technologies (QRT)
United Kingdom
$1.19M -$44.1M -401,554 -97%
Bank of New York Mellon
232
Bank of New York Mellon
New York
$1.17M -$13.4M -122,203 -92%
HI
233
Harper Investing
California
$1.17M +$145K +1,320 +14%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$1.17M +$1.32K +12 +0.1%
SG
235
StoneX Group
New York
$1.16M -$22.4K -204 -2%
IWM
236
IHT Wealth Management
Illinois
$1.16M -$143K -1,298 -11%
MCM
237
MAI Capital Management
Ohio
$1.15M -$17.6K -160 -1%
UIA
238
Ulland Investment Advisors
Minnesota
$1.15M -$63.8K -580 -5%
PS
239
Principal Securities
Iowa
$1.15M +$65.3K +594 +6%
OCA
240
Odyssey Capital Advisors
Pennsylvania
$1.14M +$1.19M +10,833 New
GFPC
241
Global Financial Private Client
Florida
$1.14M +$14K +127 +1%
VVP
242
Venture Visionary Partners
Ohio
$1.14M -$45.4K -413 -4%
FIA
243
Foundations Investment Advisors
Arizona
$1.13M -$87.3M -793,892 -99%
GCA
244
Genesee Capital Advisors
New York
$1.12M -$349K -3,175 -23%
CNBTD
245
Citizens National Bank Trust Department
Mississippi
$1.08M -$24K -218 -2%
UCB
246
United Community Bank
South Carolina
$1.07M -$9.89K -90 -0.9%
MOS
247
MGO One Seven
Ohio
$1.07M -$341K -3,103 -24%
CWA
248
Cascade Wealth Advisors
Washington
$1.06M – – –
MFG
249
Merit Financial Group
Georgia
$1.05M +$67.4K +613 +7%
KIA
250
KCM Investment Advisors
California
$1.05M -$1.1K -10 -0.1%