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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
301
Carmichael Hill & Associates
Maryland
$61.2K
UIA
302
Ulland Investment Advisors
Minnesota
$61K
AA
303
Addison Advisors
Vermont
$60.9K
HR
304
Howe & Rusling
New York
$60.9K +$56.1K +1,000 New
Simplex Trading
305
Simplex Trading
Illinois
$60K +$56.1K +1,000 New
FHA
306
First Horizon Advisors
Tennessee
$56.4K
SS
307
Sunbelt Securities
Texas
$55.9K +$52.7K +940 New
RFA
308
Resurgent Financial Advisors
Georgia
$55.2K
PMFA
309
Plante Moran Financial Advisors
Michigan
$55.2K +$50.7K +905 New
SWM
310
Spire Wealth Management
Virginia
$53.3K +$49K +875 New
AF
311
Allworth Financial
California
$53K +$14K +250 +40%
FWP
312
FAS Wealth Partners
Kansas
$51.8K
GEA
313
Glen Eagle Advisors
New Jersey
$47.5K
CIAS
314
Capital Investment Advisory Services
North Carolina
$44.1K +$4.2K +75 +12%
EI
315
Ellevest Inc
New York
$43K +$39.5K +705 New
WIM
316
WealthPlan Investment Management
Nebraska
$42.8K +$39.5K +705 New
AA
317
AlphaMark Advisors
Kentucky
$41K -$19.3K -345 -34%
IRC
318
Investors Research Corp
Georgia
$40.8K
PCMC
319
Private Capital Management (Colorado)
Colorado
$39.9K +$36.7K +655 New
CTC
320
Central Trust Company
Missouri
$39.6K
DAM
321
Delta Asset Management
Tennessee
$38.1K -$7.01K -125 -17%
AWA
322
Alaska Wealth Advisors
Alaska
$37.5K +$34.5K +615 New
AWM
323
Abound Wealth Management
Tennessee
$36K
PC
324
Pecaut & Co
Iowa
$35.7K
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$32.6K -$841 -15 -3%