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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LI
301
LMCG Investments
Massachusetts
$966K +$67.9K +613 +8%
William Blair & Company
302
William Blair & Company
Illinois
$952K +$78.1K +706 +9%
FGA
303
Fortis Group Advisors
New Jersey
$951K -$73.1K -660 -7%
RPGK
304
Retirement Planning Group (Kansas)
Kansas
$940K -$238K -2,146 -21%
CCAM
305
Cascades Capital Asset Management
North Carolina
$930K -$166K -1,500 -16%
GIA
306
Gladstone Institutional Advisory
Florida
$899K +$31.5K +285 +4%
OCBCO
307
Oversea-Chinese Banking Corp (OCBC)
Singapore
$895K – – –
PA
308
Parallel Advisors
California
$892K – – –
EIA
309
Eldridge Investment Advisors
New Hampshire
$886K +$161K +1,459 +23%
AWM
310
AE Wealth Management
Kansas
$865K -$50K -452 -6%
AWCI
311
Alpine Woods Capital Investors
New York
$863K – – –
SIC
312
Sterling Investment Counsel
New York
$860K +$92.5K +836 +13%
QCM
313
Quantinno Capital Management
New York
$846K +$10.3K +93 +1%
LFS
314
Legacy Financial Strategies
Kansas
$843K +$24.1K +218 +3%
OCM
315
One Capital Management
California
$835K +$13.8K +125 +2%
WA
316
WBH Advisory
Maryland
$828K -$34.2K -309 -4%
VA
317
VestGen Advisors
Illinois
$798K -$1.82M -16,442 -70%
HSA
318
HBK Sorce Advisory
Pennsylvania
$792K -$55.3K -500 -7%
MWP
319
Madison Wealth Partners
Wisconsin
$791K – – –
SOS
320
Silver Oak Securities
Tennessee
$790K +$180K +1,627 +31%
VFA
321
Valeo Financial Advisors
Indiana
$788K – – –
MMG
322
Monetary Management Group
Missouri
$785K +$11.1K +100 +1%
BL
323
Balentine LLC
Georgia
$773K +$744K +6,724 New
Capstone Investment Advisors
324
Capstone Investment Advisors
New York
$769K +$740K +6,686 New
TSWM
325
Triangle Securities Wealth Management
North Carolina
$768K – – –