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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
301
Charter Research & Investment Group
Connecticut
$278K
PFM
302
Parsec Financial Management
North Carolina
$278K
KIA
303
KCM Investment Advisors
California
$277K
MCCP
304
Mission Creek Capital Partners
California
$277K +$418 +5 +0.1%
NL
305
NWAM LLC
Washington
$276K +$2.09K +25 +0.7%
CSWM
306
Cassady Schiller Wealth Management
Ohio
$276K +$290K +3,475 New
CW
307
CreativeOne Wealth
Kansas
$264K +$39.7K +475 +17%
HFS
308
Howard Financial Services
Texas
$262K
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$261K
BFEC
310
Benjamin F. Edwards & Company
Missouri
$261K +$18.4K +220 +7%
MIG
311
McGuire Investment Group
Rhode Island
$260K
5L
312
55I LLC
Massachusetts
$258K +$271K +3,240 New
BFA
313
Beaumont Financial Advisors
Massachusetts
$252K
SW
314
Signify Wealth
Missouri
$245K +$258K +3,085 New
BFA
315
Beacon Financial Advisory
Ohio
$243K
JCM
316
J2 Capital Management
Michigan
$240K +$252K +3,015 New
NFSG
317
Newbridge Financial Services Group
Florida
$233K -$31.3K -375 -11%
TYCC
318
Texas Yale Capital Corp
Florida
$233K
Squarepoint
319
Squarepoint
New York
$232K +$243K +2,915 New
AR
320
Apeiron RIA
Texas
$232K +$244K +2,920 New
HIS
321
Harvest Investment Services
Illinois
$231K -$835 -10 -0.3%
KTC
322
Kistler-Tiffany Companies
Pennsylvania
$227K +$239K +2,860 New
MGIA
323
Matthew Goff Investment Advisor
Texas
$219K
Baird Financial Group
324
Baird Financial Group
Wisconsin
$217K -$620K -7,425 -73%
AA
325
AlphaMark Advisors
Kentucky
$216K