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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
301
Patriot Investment Management Group
Tennessee
$210K +$196K +2,700 New
AWMS
302
Advocacy Wealth Management Services
Georgia
$202K -$6.99M -96,425 -97%
MSA
303
Marino Stram & Associates
Massachusetts
$201K +$187K +2,575 New
YWP
304
YorkBridge Wealth Partners
New York
$201K +$187K +2,575 New
AF
305
Advisornet Financial
Minnesota
$188K +$51.1K +705 +41%
SFP
306
Sterling Financial Planning
New Jersey
$186K – – –
BFEC
307
Benjamin F. Edwards & Company
Missouri
$158K -$326K -4,500 -69%
AWM
308
Avior Wealth Management
Nebraska
$156K -$172K -2,375 -54%
CP
309
Corbenic Partners
Pennsylvania
$153K +$7.25K +100 +5%
OFG
310
Oxford Financial Group
Indiana
$146K – – –
Bank of Montreal
311
Bank of Montreal
Ontario, Canada
$135K +$36.2K +500 +41%
IF
312
Ironwood Financial
Arizona
$131K -$2.9K -40 -2%
RPCA
313
Running Point Capital Advisors
California
$113K – – –
AA
314
Addison Advisors
Vermont
$107K +$99.7K +1,375 New
BEI
315
Benjamin Edwards Inc
Missouri
$100K +$5.08K +70 +6%
GEA
316
Glen Eagle Advisors
New Jersey
$97.1K +$74.7K +1,030 +479%
CA
317
Clearstead Advisors
Ohio
$93K – – –
FFA
318
Founders Financial Alliance
North Carolina
$91K – – –
EWM
319
Endurance Wealth Management
Rhode Island
$88K – – –
SBL
320
Sargent Bickham Lagudis
Colorado
$86K – – –
SMA
321
Sage Mountain Advisors
Georgia
$82K – – –
FCMT
322
Founders Capital Management (Texas)
Texas
$78K – – –
KPCM
323
Kings Point Capital Management
New York
$78K – – –
AWA
324
Arkadios Wealth Advisors
Georgia
$60K – – –
TFS
325
TrustCore Financial Services
Tennessee
$59K -$18.1K -250 -25%