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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Endurance Wealth Management
Rhode Island
$69K – – –
CHA
302
Carmichael Hill & Associates
Maryland
$61.2K – – –
UIA
303
Ulland Investment Advisors
Minnesota
$61K – – –
AA
304
Addison Advisors
Vermont
$60.9K – – –
HR
305
Howe & Rusling
New York
$60.9K +$56.1K +1,000 New
Simplex Trading
306
Simplex Trading
Illinois
$60K +$56.1K +1,000 New
FHA
307
First Horizon Advisors
Tennessee
$56.4K – – –
SS
308
Sunbelt Securities
Texas
$55.9K +$52.7K +940 New
RFA
309
Resurgent Financial Advisors
Georgia
$55.2K – – –
PMFA
310
Plante Moran Financial Advisors
Michigan
$55.2K +$50.7K +905 New
SWM
311
Spire Wealth Management
Virginia
$53.3K +$49K +875 New
AF
312
Allworth Financial
California
$53K +$14K +250 +40%
FWP
313
FAS Wealth Partners
Kansas
$51.8K – – –
GEA
314
Glen Eagle Advisors
New Jersey
$47.5K – – –
CIAS
315
Capital Investment Advisory Services
North Carolina
$44.1K +$4.2K +75 +12%
EI
316
Ellevest Inc
New York
$43K +$39.5K +705 New
WIM
317
WealthPlan Investment Management
Nebraska
$42.8K +$39.5K +705 New
AA
318
AlphaMark Advisors
Kentucky
$41K -$19.3K -345 -34%
IRC
319
Investors Research Corp
Georgia
$40.8K – – –
PCMC
320
Private Capital Management (Colorado)
Colorado
$39.9K +$36.7K +655 New
CTC
321
Central Trust Company
Missouri
$39.6K – – –
DAM
322
Delta Asset Management
Tennessee
$38.1K -$7.01K -125 -17%
AWA
323
Alaska Wealth Advisors
Alaska
$37.5K +$34.5K +615 New
AWM
324
Abound Wealth Management
Tennessee
$36K – – –
PC
325
Pecaut & Co
Iowa
$35.7K – – –