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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ARC
276
Advisor Resource Council
Texas
$913K +$1.12M +10,203 New
KeyBank National Association
277
KeyBank National Association
Ohio
$902K -$30.2K -275 -3%
LI
278
LMCG Investments
Massachusetts
$897K +$9.78K +89 +1%
SWM
279
Sherman Wealth Management
Maryland
$894K +$929K +8,455 New
IWC
280
Integrated Wealth Concepts
Massachusetts
$878K -$828K -7,531 -48%
AssetMark Inc
281
AssetMark Inc
California
$867K -$352K -3,198 -28%
Envestnet Portfolio Solutions
282
Envestnet Portfolio Solutions
Illinois
$857K -$1.31M -11,906 -59%
RPGK
283
Retirement Planning Group (Kansas)
Kansas
$832K -$33.7K -307 -4%
MWA
284
Muirfield Wealth Advisors
North Carolina
$829K +$212K +1,927 +33%
William Blair & Company
285
William Blair & Company
Illinois
$824K -$53.1K -483 -6%
SG
286
Sankala Group
Colorado
$822K +$1.11M +10,083 New
ATPW
287
Ashton Thomas Private Wealth
Arizona
$812K -$149K -1,358 -15%
VFA
288
Valeo Financial Advisors
Indiana
$809K +$87.9K +800 +12%
SIC
289
Sterling Investment Counsel
New York
$804K +$14.5K +132 +2%
OCM
290
One Capital Management
California
$796K +$30.1K +274 +4%
AWCI
291
Alpine Woods Capital Investors
New York
$793K – – –
PA
292
Parallel Advisors
California
$779K -$41.8K -380 -5%
KIM
293
Kane Investment Management
California
$774K -$163K -1,480 -17%
CCAM
294
Cascades Capital Asset Management
North Carolina
$773K -$84.6K -770 -10%
LFS
295
Legacy Financial Strategies
Kansas
$768K -$6.6K -60 -0.8%
WA
296
WBH Advisory
Maryland
$761K – – –
AWM
297
AE Wealth Management
Kansas
$753K -$44K -400 -5%
OCBCO
298
Oversea-Chinese Banking Corp (OCBC)
Singapore
$744K -$82K -746 -10%
JWCA
299
J.W. Cole Advisors
Florida
$741K +$4.4K +40 +0.4%
BCM
300
Brookstone Capital Management
Illinois
$733K -$1.48M -13,429 -66%