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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
276
Charter Research & Investment Group
Connecticut
$213K +$196K +3,500 New
RWP
277
RWA Wealth Partners
Massachusetts
$213K +$196K +3,500 New
PFM
278
Parsec Financial Management
North Carolina
$213K +$196K +3,490 New
MCCP
279
Mission Creek Capital Partners
California
$212K +$195K +3,480 New
LWM
280
Lyell Wealth Management
California
$212K +$195K +3,475 New
Northern Trust
281
Northern Trust
Illinois
$202K +$186K +3,315 New
RCM
282
RB Capital Management
Nevada
$201K +$185K +3,300 New
SWA
283
SOA Wealth Advisors
New York
$201K +$14.6K +260 +9%
GTAM
284
Global Trust Asset Management
Florida
$168K +$154K +2,750 New
HDIM
285
Hanson & Doremus Investment Management
Vermont
$155K – – –
CT
286
Colonial Trust
South Carolina
$148K – – –
FFL
287
Financial Freedom LLC
Ohio
$137K -$34.2K -610 -21%
LFG
288
Larson Financial Group
Missouri
$123K -$280 -5 -0.2%
First Manhattan
289
First Manhattan
New York
$114K – – –
AWM
290
Avior Wealth Management
Nebraska
$114K – – –
GWM
291
Geneos Wealth Management
Colorado
$110K +$45.4K +810 +81%
RP
292
Rice Partnership
Hawaii
$105K – – –
BFEC
293
Benjamin F. Edwards & Company
Missouri
$101K -$21.3K -380 -19%
PTC
294
Private Trust Company
Ohio
$94.2K – – –
GRP
295
Global Retirement Partners
California
$93K +$38.7K +690 +75%
TAM
296
Townsend Asset Management
North Carolina
$88.4K – – –
RPCA
297
Running Point Capital Advisors
California
$88.1K – – –
IA
298
IFP Advisors
Florida
$70.8K -$8.97K -160 -6%
FFA
299
Founders Financial Alliance
North Carolina
$70.5K – – –
Franklin Resources
300
Franklin Resources
California
$70.1K – – –