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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
251
SVB Wealth
Massachusetts
$273K -$10.7K -190 -4%
AAS
252
Ameritas Advisory Services
Nebraska
$271K -$24.7K -440 -9%
SFP
253
Sandbox Financial Partners
Maryland
$263K -$3.08K -55 -1%
FA
254
Financial Advisors
Massachusetts
$262K
JAG
255
Journey Advisory Group
Kentucky
$259K -$42K -750 -15%
VFA
256
Valeo Financial Advisors
Indiana
$257K +$236K +4,210 New
TC
257
Telemus Capital
Michigan
$253K -$113K -2,010 -33%
MCA
258
Magnolia Capital Advisors
Mississippi
$251K
SIC
259
Samalin Investment Counsel
New York
$250K -$28K -500 -11%
OAJ
260
Ogorek Anthony Joseph
New York
$249K -$18.8K -335 -8%
MMG
261
Monetary Management Group
Missouri
$245K +$170K +3,025 +303%
BFS
262
Bradley Foster & Sargent
Connecticut
$244K
S
263
SignatureFD
Georgia
$235K +$18.5K +330 +9%
SFA
264
Sequoia Financial Advisors
Ohio
$235K -$25.8K -460 -11%
PCIA
265
Prime Capital Investment Advisors
Kansas
$235K -$31.1K -555 -13%
WWM
266
WJ Wealth Management
Arizona
$233K -$284K -5,075 -57%
BIM
267
Bullseye Investment Management
Ohio
$226K -$18.2K -325 -8%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$224K +$14.6K +260 +8%
RJT
269
Raymond James Trust
Florida
$223K +$205K +3,665 New
JWCA
270
J.W. Cole Advisors
Florida
$222K -$28K -500 -12%
Bank of New York Mellon
271
Bank of New York Mellon
New York
$221K -$51.3K -915 -20%
MCA
272
Millennium Capital Advisors
Arkansas
$220K +$203K +3,615 New
HT
273
Headlands Technologies
Illinois
$220K +$202K +3,605 New
FAIM
274
Financial Advocates Investment Management
Washington
$215K +$197K +3,520 New
CRIG
275
Charter Research & Investment Group
Connecticut
$213K +$196K +3,500 New