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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
301
Envestnet Portfolio Solutions
Illinois
$409K -$102K -1,242 -21%
BCP
302
Blue Chip Partners
Michigan
$399K
CAM
303
Carret Asset Management
New York
$389K -$16.4K -200 -4%
AWM
304
AE Wealth Management
Kansas
$388K +$33.2K +404 +10%
BJL
305
Brighton Jones LLC
Washington
$386K +$50.3K +612 +16%
Thrivent Financial for Lutherans
306
Thrivent Financial for Lutherans
Minnesota
$378K
MA
307
Montag & Associates
Georgia
$373K -$355K -4,325 -50%
CCM
308
Canal Capital Management
Virginia
$373K
JAG
309
Journey Advisory Group
Kentucky
$369K
SP
310
Sequent Planning
Nebraska
$369K -$49.8K -606 -13%
CG
311
Cynosure Group
Utah
$365K
BFS
312
Bradley Foster & Sargent
Connecticut
$355K
Kovitz Investment Group Partners
313
Kovitz Investment Group Partners
Illinois
$353K +$1.07K +13 +0.3%
MAM
314
MWA Asset Management
Massachusetts
$352K +$8.62K +105 +3%
CS
315
Cannell & Spears
New York
$348K
PWM
316
Perigon Wealth Management
California
$347K +$39.1K +476 +14%
YDMI
317
Y.D. More Investments
Israel
$346K -$57.5K -700 -15%
Parallax Volatility Advisers
318
Parallax Volatility Advisers
California
$330K -$251K -3,050 -45%
CF
319
Centaurus Financial
California
$327K +$206K +2,508 +200%
WSCM
320
Wellington Shields Capital Management
New York
$324K
DFG
321
Dupree Financial Group
Kentucky
$322K -$325K -3,951 -52%
SWP
322
Stratos Wealth Partners
Ohio
$322K +$304K +3,701 New
AAS
323
Ameritas Advisory Services
Nebraska
$319K -$43.8K -533 -13%
S
324
SignatureFD
Georgia
$319K -$3.12K -38 -1%
LWM
325
Lyell Wealth Management
California
$318K -$1.59M -19,369 -84%