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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
276
Parsec Financial Management
North Carolina
$312K – – –
PWM
277
Perigon Wealth Management
California
$309K +$59.6K +730 +23%
YIH
278
Y-Intercept (HK)
Hong Kong
$309K +$315K +3,865 New
EWP
279
Engrave Wealth Partners
Texas
$308K – – –
S
280
SignatureFD
Georgia
$308K – – –
Bessemer Group
281
Bessemer Group
New Jersey
$300K – – –
ASN
282
Advisory Services Network
Georgia
$295K -$114K -1,400 -27%
IFS
283
Ifrah Financial Services
Arkansas
$291K +$408 +5 +0.1%
BBVA
284
Banco Bilbao Vizcaya Argentaria
Spain
$284K -$4.17M -51,150 -94%
CRIG
285
Charter Research & Investment Group
Connecticut
$279K – – –
MCCP
286
Mission Creek Capital Partners
California
$278K -$408 -5 -0.1%
KIA
287
KCM Investment Advisors
California
$278K +$30.6K +375 +12%
TI
288
Trexquant Investment
Connecticut
$276K +$282K +3,460 New
NL
289
NWAM LLC
Washington
$275K – – –
CIC
290
Carnegie Investment Counsel
Ohio
$272K -$3.27K -40 -1%
MCM
291
MAI Capital Management
Ohio
$269K +$35.9K +440 +15%
NFSG
292
Newbridge Financial Services Group
Florida
$264K -$408 -5 -0.2%
HFS
293
Howard Financial Services
Texas
$263K +$48.6K +595 +22%
CS
294
Comerica Securities
Michigan
$263K +$269K +3,290 New
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$262K – – –
MIG
296
McGuire Investment Group
Rhode Island
$261K – – –
BFA
297
Beaumont Financial Advisors
Massachusetts
$253K -$8.16K -100 -3%
BFA
298
Beacon Financial Advisory
Ohio
$244K – – –
BFEC
299
Benjamin F. Edwards & Company
Missouri
$244K +$84.5K +1,035 +51%
LWM
300
Liberty Wealth Management
California
$241K +$239K +2,925 +3,250%