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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
251
Personal CFO Solutions
New Jersey
$379K -$95.8K -1,395 -20%
CIC
252
Carnegie Investment Counsel
Ohio
$373K +$371K +5,400 New
KA
253
Kovack Advisors
Florida
$368K -$78.3K -1,140 -18%
JGC
254
J. Goldman & Co
New York
$366K +$364K +5,305 New
NLG
255
New Legacy Group
New York
$357K -$51.8K -755 -13%
JAG
256
Journey Advisory Group
Kentucky
$354K
LWAC
257
Laurel Wealth Advisors (California)
California
$354K
RJT
258
Raymond James Trust
Florida
$351K -$687 -10 -0.2%
FAIM
259
Financial Advocates Investment Management
Washington
$348K +$16.5K +240 +5%
Bank of New York Mellon
260
Bank of New York Mellon
New York
$347K +$4.46K +65 +1%
AIP
261
Almanack Investment Partners
Pennsylvania
$346K -$1.72K -25 -0.5%
OCM
262
Objective Capital Management
Ohio
$341K -$201K -2,925 -37%
WS
263
Wedbush Securities
California
$340K -$77.3K -1,125 -19%
HFS
264
Heritage Financial Services
Massachusetts
$339K
MCC
265
Money Concepts Capital
Florida
$338K +$310K +4,520 +1,174%
OWA
266
Outlook Wealth Advisors
Texas
$337K -$99.6K -1,450 -23%
Thrivent Financial for Lutherans
267
Thrivent Financial for Lutherans
Minnesota
$337K +$335K +4,880 New
HTC
268
Haverford Trust Company
Pennsylvania
$336K -$34.3K -500 -9%
EVM
269
Eaton Vance Management
Massachusetts
$327K
ACM
270
AlphaStar Capital Management
North Carolina
$319K +$70.7K +1,030 +29%
AFG
271
Arkansas Financial Group
Arkansas
$318K +$3.09K +45 +1%
JWCA
272
J.W. Cole Advisors
Florida
$307K -$17.9K -260 -6%
AAS
273
Ameritas Advisory Services
Nebraska
$307K +$4.46K +65 +1%
WWM
274
WJ Wealth Management
Arizona
$306K
APS
275
American Planning Services
Florida
$304K -$3.24M -47,215 -91%