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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
301
Sequent Planning
Nebraska
$386K +$7.97K +93 +2%
CCM
302
Canal Capital Management
Virginia
$384K
CAM
303
Carret Asset Management
New York
$383K -$16.3K -190 -4%
FTS
304
Fifth Third Securities
Ohio
$376K -$1.61M -18,727 -82%
WWM
305
Western Wealth Management
Colorado
$376K +$157K +1,835 +77%
CG
306
Cynosure Group
Utah
$375K
JAG
307
Journey Advisory Group
Kentucky
$369K
BFS
308
Bradley Foster & Sargent
Connecticut
$365K
SFS
309
Sharp Financial Services
Pennsylvania
$360K +$138K +1,612 +67%
MAM
310
MWA Asset Management
Massachusetts
$357K -$3.86K -45 -1%
CS
311
Cannell & Spears
New York
$357K
Envestnet Portfolio Solutions
312
Envestnet Portfolio Solutions
Illinois
$356K -$61.6K -719 -15%
YDMI
313
Y.D. More Investments
Israel
$355K
MGIA
314
Matthew Goff Investment Advisor
Texas
$354K +$103K +1,207 +44%
LWM
315
Lyell Wealth Management
California
$342K +$15K +175 +5%
MWA
316
Merkkuri Wealth Advisors
New York
$337K +$88.8K +1,036 +38%
DFG
317
Dupree Financial Group
Kentucky
$334K +$2.66K +31 +0.8%
WSCM
318
Wellington Shields Capital Management
New York
$333K
SWP
319
Stratos Wealth Partners
Ohio
$332K +$1.63K +19 +0.5%
B
320
Bailard
California
$332K +$318K +3,714 New
Kovitz Investment Group Partners
321
Kovitz Investment Group Partners
Illinois
$330K -$5.74K -67 -2%
S
322
SignatureFD
Georgia
$328K
BBHC
323
Brown Brothers Harriman & Co
New York
$324K
MCA
324
Millennium Capital Advisors
Arkansas
$322K
SIC
325
Samalin Investment Counsel
New York
$322K