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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Ameritas Advisory Services
Nebraska
$385K +$103K +1,395 +42%
CAM
302
Carret Asset Management
New York
$380K -$1.85K -25 -0.5%
EP
303
Edgestream Partners
New Jersey
$376K -$606K -8,190 -64%
PS
304
Principal Securities
Iowa
$375K +$342K +4,620 New
YDMI
305
Y.D. More Investments
Israel
$365K -$8.14K -110 -2%
SFP
306
Sandbox Financial Partners
Maryland
$353K +$740 +10 +0.2%
JAG
307
Journey Advisory Group
Kentucky
$345K
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$342K +$14.1K +190 +5%
CG
309
Cynosure Group
Utah
$341K
ASFA
310
All Season Financial Advisors
Colorado
$340K -$8.14K -110 -3%
MAM
311
MWA Asset Management
Massachusetts
$335K +$30K +405 +11%
MMG
312
Monetary Management Group
Missouri
$327K
BFS
313
Bradley Foster & Sargent
Connecticut
$325K
CS
314
Cannell & Spears
New York
$325K
SIC
315
Samalin Investment Counsel
New York
$324K -$370 -5 -0.1%
SVWAG
316
Sound View Wealth Advisors Group
Georgia
$319K +$291K +3,935 New
KNW
317
Kesler Norman & Wride
Utah
$314K +$57.3K +775 +25%
IFWM
318
Institute for Wealth Management
Colorado
$308K +$281K +3,795 New
WSCM
319
Wellington Shields Capital Management
New York
$302K
TC
320
Telemus Capital
Michigan
$301K -$1.85K -25 -0.7%
S
321
SignatureFD
Georgia
$299K -$11.1K -150 -4%
Jones Financial Companies
322
Jones Financial Companies
Missouri
$299K +$253K +3,415 +1,289%
KWM
323
Kingsview Wealth Management
Oregon
$296K +$270K +3,650 New
Tudor Investment Corp
324
Tudor Investment Corp
Connecticut
$296K -$1.73M -23,385 -87%
Thrivent Financial for Lutherans
325
Thrivent Financial for Lutherans
Minnesota
$293K -$64.7K -875 -20%