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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
251
HSBC Holdings
United Kingdom
$1M
ACG
252
Allen Capital Group
Nebraska
$1M +$990K +9,995 New
SF
253
Synovus Financial
Georgia
$1,000K
OAM
254
Oppenheimer Asset Management
New York
$995K -$25K -252 -2%
MOS
255
MGO One Seven
Ohio
$995K +$985K +9,938 New
IP
256
Intellectus Partners
California
$994K
TW
257
TrinityPoint Wealth
Connecticut
$985K +$975K +9,840 New
CM
258
Crestline Management
Texas
$982K -$6.46M -65,188 -87%
EWA
259
EP Wealth Advisors
California
$981K -$92.7K -936 -9%
SSA
260
Schonfeld Strategic Advisors
New York
$981K -$783K -7,900 -45%
MWA
261
Muirfield Wealth Advisors
North Carolina
$974K -$71.8K -725 -7%
GKWIM
262
Gerber Kawasaki Wealth & Investment Management
California
$971K +$17.5K +177 +2%
HIIFS
263
Harel Insurance Investments & Financial Services
Israel
$963K +$624K +6,300 +190%
MA
264
Mutual Advisors
Nebraska
$957K -$2.07M -20,902 -68%
PS
265
Principal Securities
Iowa
$944K +$276K +2,784 +42%
William Blair & Company
266
William Blair & Company
Illinois
$928K +$47K +474 +5%
OCBCO
267
Oversea-Chinese Banking Corp (OCBC)
Singapore
$927K +$4.46K +45 +0.5%
WWM
268
WJ Wealth Management
Arizona
$926K
HH
269
Hilltop Holdings
Texas
$922K +$260K +2,621 +40%
PGFC
270
Peapack-Gladstone Financial Corp
New Jersey
$911K -$7.43K -75 -0.8%
JEST
271
JTC Employer Solutions Trustee
Jersey
$909K -$108K -1,089 -11%
AF
272
Apollon Financial
South Carolina
$906K +$21.8K +220 +2%
JFG
273
Jefferies Financial Group
New York
$906K -$2.25M -22,687 -71%
CFA
274
Cahill Financial Advisors
Minnesota
$905K
KeyBank National Association
275
KeyBank National Association
Ohio
$901K