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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
251
PFG Investments
New York
$629K +$6.98K +85 +1%
EWA
252
EP Wealth Advisors
California
$598K -$21.4K -260 -4%
CTA
253
Colonial Trust Advisors
South Carolina
$598K
VFA
254
Valeo Financial Advisors
Indiana
$597K
CWM
255
Calamos Wealth Management
Illinois
$591K
RJT
256
Raymond James Trust
Florida
$588K -$59.8K -728 -10%
GIM
257
Goelzer Investment Management
Indiana
$587K
Jane Street
258
Jane Street
New York
$584K -$2.35M -28,656 -81%
US Bancorp
259
US Bancorp
Minnesota
$583K -$44.6K -543 -7%
HH
260
Hilltop Holdings
Texas
$577K -$386K -4,700 -41%
NPFS
261
Novak & Powell Financial Services
Florida
$576K -$1.23K -15 -0.2%
3F
262
360 Financial
Minnesota
$571K -$9.61M -116,993 -95%
TA
263
TruWealth Advisors
Louisiana
$570K +$44.8K +545 +9%
MWP
264
Madison Wealth Partners
Wisconsin
$560K +$6.65K +81 +1%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$559K
PFA
266
Plotkin Financial Advisors
Maryland
$558K
LFS
267
Legacy Financial Strategies
Kansas
$554K +$38.9K +474 +8%
HIIFS
268
Harel Insurance Investments & Financial Services
Israel
$554K -$485K -5,900 -48%
ICM
269
Ionic Capital Management
New York
$550K
IWC
270
Integrated Wealth Concepts
Massachusetts
$549K -$943K -11,475 -65%
GCA
271
Greenwood Capital Associates
South Carolina
$526K -$37.9K -461 -7%
PCA
272
Pallas Capital Advisors
Massachusetts
$523K -$5.09K -62 -1%
CCM
273
Cinctive Capital Management
New York
$521K +$493K +6,000 New
AFG
274
Atomi Financial Group
New York
$518K +$34K +414 +7%
CCG
275
Chatham Capital Group
Georgia
$506K