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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
301
Madison Wealth Partners
Wisconsin
$732K +$4.95K +45 +0.7%
WETS
302
Wealth Enhancement Trust Services
South Dakota
$729K +$758K +6,898 New
MMG
303
Monetary Management Group
Missouri
$721K
FGA
304
Fortis Group Advisors
New Jersey
$717K -$31.8K -289 -4%
WWM
305
Western Wealth Management
Colorado
$715K +$87.8K +799 +13%
PIA
306
Perennial Investment Advisors
California
$711K +$739K +6,725 New
BL
307
Balentine LLC
Georgia
$711K
GCP
308
GSA Capital Partners
United Kingdom
$703K +$71K +646 +11%
WA
309
WestEnd Advisors
North Carolina
$703K -$759K -6,902 -51%
KNW
310
Kesler Norman & Wride
Utah
$697K -$115K -1,044 -14%
APP
311
Avantax Planning Partners
Iowa
$692K
IP
312
Ignite Planners
California
$690K +$282K +2,565 +51%
TSWM
313
Triangle Securities Wealth Management
North Carolina
$685K -$22K -200 -3%
GIM
314
Goelzer Investment Management
Indiana
$684K
RG
315
Rathbones Group
United Kingdom
$672K
AWM
316
Apollon Wealth Management
South Carolina
$664K +$41.2K +375 +6%
GA
317
Greenspring Advisors
Maryland
$661K +$365K +3,323 +113%
NPFS
318
Novak & Powell Financial Services
Florida
$647K -$11K -100 -2%
CW
319
CreativeOne Wealth
Kansas
$637K +$35.5K +323 +6%
HH
320
Hilltop Holdings
Texas
$636K -$447K -4,064 -40%
Verition Fund Management
321
Verition Fund Management
Connecticut
$634K +$660K +6,000 New
SS
322
Sunbelt Securities
Texas
$629K -$29.6K -269 -4%
HPWM
323
High Point Wealth Management
New Jersey
$621K +$646K +5,875 New
BEI
324
Benjamin Edwards Inc
Missouri
$621K +$6.92K +63 +1%
PI
325
PFG Investments
New York
$620K -$31.9K -290 -5%