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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
276
Shearwater Capital
Colorado
$214K +$216K +4,175 New
JWCA
277
J.W. Cole Advisors
Florida
$212K -$6.22K -120 -3%
MCA
278
Magnolia Capital Advisors
Mississippi
$211K
FFA
279
First Foundation Advisors
California
$209K +$211K +4,080 New
BIM
280
Bullseye Investment Management
Ohio
$206K -$29.3K -565 -12%
BFS
281
Bradley Foster & Sargent
Connecticut
$205K
BCV
282
Banque Cantonale Vaudoise
Switzerland
$189K -$46.9K -905 -20%
S
283
SignatureFD
Georgia
$180K
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$175K -$5.18K -100 -3%
SWA
285
SOA Wealth Advisors
New York
$155K -$13.5K -260 -8%
FFL
286
Financial Freedom LLC
Ohio
$146K +$148K +2,855 New
PIMG
287
Patriot Investment Management Group
Tennessee
$140K +$128K +2,475 New
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$133K -$28.1M -542,690 -100%
HDIM
289
Hanson & Doremus Investment Management
Vermont
$130K
CT
290
Colonial Trust
South Carolina
$124K
AWM
291
Angeles Wealth Management
California
$114K +$116K +2,230 New
BFEC
292
Benjamin F. Edwards & Company
Missouri
$104K
LFG
293
Larson Financial Group
Missouri
$104K -$3.89K -75 -4%
First Manhattan
294
First Manhattan
New York
$95.9K
AWM
295
Avior Wealth Management
Nebraska
$95.4K
RP
296
Rice Partnership
Hawaii
$88K +$89.2K +1,720 New
PTC
297
Private Trust Company
Ohio
$79K -$14K -270 -15%
IA
298
IFP Advisors
Florida
$78K +$518 +10 +0.4%
TAM
299
Townsend Asset Management
North Carolina
$74.2K
RPCA
300
Running Point Capital Advisors
California
$73.9K