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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
301
Advocacy Wealth Management Services
Georgia
$202K -$6.99M -96,425 -97%
MSA
302
Marino Stram & Associates
Massachusetts
$201K +$187K +2,575 New
YWP
303
YorkBridge Wealth Partners
New York
$201K +$187K +2,575 New
AF
304
Advisornet Financial
Minnesota
$188K +$51.1K +705 +41%
SFP
305
Sterling Financial Planning
New Jersey
$186K
BFEC
306
Benjamin F. Edwards & Company
Missouri
$158K -$326K -4,500 -69%
AWM
307
Avior Wealth Management
Nebraska
$156K -$172K -2,375 -54%
CP
308
Corbenic Partners
Pennsylvania
$153K +$7.25K +100 +5%
OFG
309
Oxford Financial Group
Indiana
$146K
Bank of Montreal
310
Bank of Montreal
Ontario, Canada
$135K +$36.2K +500 +41%
IF
311
Ironwood Financial
Arizona
$131K -$2.9K -40 -2%
RPCA
312
Running Point Capital Advisors
California
$113K
AA
313
Addison Advisors
Vermont
$107K +$99.7K +1,375 New
BEI
314
Benjamin Edwards Inc
Missouri
$100K +$5.08K +70 +6%
GEA
315
Glen Eagle Advisors
New Jersey
$97.1K +$74.7K +1,030 +479%
CA
316
Clearstead Advisors
Ohio
$93K
FFA
317
Founders Financial Alliance
North Carolina
$91K
EWM
318
Endurance Wealth Management
Rhode Island
$88K
SBL
319
Sargent Bickham Lagudis
Colorado
$86K
SMA
320
Sage Mountain Advisors
Georgia
$82K
FCMT
321
Founders Capital Management (Texas)
Texas
$78K
KPCM
322
Kings Point Capital Management
New York
$78K
AWA
323
Arkadios Wealth Advisors
Georgia
$60K
TFS
324
TrustCore Financial Services
Tennessee
$59K -$18.1K -250 -25%
DAM
325
Delta Asset Management
Tennessee
$59K