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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
276
Stratos Wealth Partners
Ohio
$243K -$309K -4,360 -55%
SBSB
277
Sullivan, Bruyette, Speros & Blaney
Virginia
$240K – – –
CRIG
278
Charter Research & Investment Group
Connecticut
$239K – – –
FNT
279
First National Trust
Pennsylvania
$239K – – –
RWP
280
RWA Wealth Partners
Massachusetts
$239K – – –
NL
281
NWAM LLC
Washington
$239K +$13.5K +190 +6%
MCCP
282
Mission Creek Capital Partners
California
$238K – – –
PFM
283
Parsec Financial Management
North Carolina
$238K – – –
NFSG
284
Newbridge Financial Services Group
Florida
$235K +$24.8K +350 +11%
CF
285
Centaurus Financial
California
$230K -$400K -5,645 -63%
MIG
286
McGuire Investment Group
Rhode Island
$225K -$1.77K -25 -0.8%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$224K – – –
BFA
288
Beaumont Financial Advisors
Massachusetts
$223K +$4.25K +60 +2%
KIA
289
KCM Investment Advisors
California
$212K – – –
BFA
290
Beacon Financial Advisory
Ohio
$209K +$217K +3,055 New
LNC
291
Lincoln National Corp
Pennsylvania
$207K -$24.5K -345 -10%
MBT
292
Montecito Bank & Trust
California
$206K -$39K -550 -15%
WANY
293
Wealthspire Advisors (New York)
New York
$206K +$11.3K +160 +6%
GI
294
Glovista Investments
New Jersey
$205K -$3.69M -52,100 -95%
BFM
295
Boothbay Fund Management
New York
$205K +$213K +3,000 New
Baird Financial Group
296
Baird Financial Group
Wisconsin
$203K -$9.57K -135 -4%
MCM
297
MAI Capital Management
Ohio
$200K -$33.7K -475 -14%
AA
298
AlphaMark Advisors
Kentucky
$185K -$86.1K -1,215 -31%
SFP
299
Sterling Financial Planning
New Jersey
$163K -$114K -1,615 -40%
OFG
300
Oxford Financial Group
Indiana
$128K +$133K +1,875 New