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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
276
J.W. Cole Advisors
Florida
$486K -$206K -2,439 -30%
PI
277
PineBridge Investments
New York
$477K
AFG
278
Atomi Financial Group
New York
$473K +$9.71K +115 +2%
BIA
279
Biondo Investment Advisors
Pennsylvania
$463K +$458K +5,430 New
CI
280
CX Institutional
Indiana
$453K -$8.86K -105 -2%
Pathstone Holdings
281
Pathstone Holdings
New Jersey
$449K
Jones Financial Companies
282
Jones Financial Companies
Missouri
$448K +$133K +1,571 +43%
CIS
283
Custom Index Systems
New York
$444K +$37.1K +440 +9%
EGA
284
E&G Advisors
Texas
$443K +$439K +5,200 New
KNW
285
Kesler Norman & Wride
Utah
$441K +$110K +1,299 +34%
GWM
286
Geneos Wealth Management
Colorado
$439K -$585K -6,931 -57%
AFS
287
Annapolis Financial Services
Maryland
$437K -$2.29M -27,085 -84%
BSHC
288
Breed's Hill Capital
Massachusetts
$426K
GC
289
Gruss & Co
Florida
$426K
MTWSIF
290
Mivtachim The Workers Social Insurance Fund
Israel
$426K -$60.1M -712,500 -99%
JHU
291
Johns Hopkins University
Maryland
$426K
SFP
292
Sandbox Financial Partners
Maryland
$419K +$46.7K +553 +13%
HTC
293
Haverford Trust Company
Pennsylvania
$416K
SP
294
Sequent Planning
Nebraska
$412K +$407K +4,827 New
IFWM
295
Institute for Wealth Management
Colorado
$405K +$81K +960 +25%
CAM
296
Carret Asset Management
New York
$399K
YDMI
297
Y.D. More Investments
Israel
$399K +$14.8K +175 +4%
BCP
298
Blue Chip Partners
Michigan
$392K -$51.1K -605 -12%
WA
299
Westfuller Advisors
New York
$388K +$384K +4,548 New
HWM
300
HB Wealth Management
Georgia
$387K +$383K +4,540 New