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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
301
RWA Wealth Partners
Massachusetts
$278K -$6.39M -76,485 -96%
CRIG
302
Charter Research & Investment Group
Connecticut
$278K – – –
PFM
303
Parsec Financial Management
North Carolina
$278K – – –
KIA
304
KCM Investment Advisors
California
$277K – – –
MCCP
305
Mission Creek Capital Partners
California
$277K +$418 +5 +0.1%
NL
306
NWAM LLC
Washington
$276K +$2.09K +25 +0.7%
CSWM
307
Cassady Schiller Wealth Management
Ohio
$276K +$290K +3,475 New
CW
308
CreativeOne Wealth
Kansas
$264K +$39.7K +475 +17%
HFS
309
Howard Financial Services
Texas
$262K – – –
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$261K – – –
BFEC
311
Benjamin F. Edwards & Company
Missouri
$261K +$18.4K +220 +7%
MIG
312
McGuire Investment Group
Rhode Island
$260K – – –
5L
313
55I LLC
Massachusetts
$258K +$271K +3,240 New
BFA
314
Beaumont Financial Advisors
Massachusetts
$252K – – –
SW
315
Signify Wealth
Missouri
$245K +$258K +3,085 New
BFA
316
Beacon Financial Advisory
Ohio
$243K – – –
JCM
317
J2 Capital Management
Michigan
$240K +$252K +3,015 New
NFSG
318
Newbridge Financial Services Group
Florida
$233K -$31.3K -375 -11%
TYCC
319
Texas Yale Capital Corp
Florida
$233K – – –
Squarepoint
320
Squarepoint
New York
$232K +$243K +2,915 New
AR
321
Apeiron RIA
Texas
$232K +$244K +2,920 New
HIS
322
Harvest Investment Services
Illinois
$231K -$835 -10 -0.3%
KTC
323
Kistler-Tiffany Companies
Pennsylvania
$227K +$239K +2,860 New
MGIA
324
Matthew Goff Investment Advisor
Texas
$219K – – –
Baird Financial Group
325
Baird Financial Group
Wisconsin
$217K -$620K -7,425 -73%