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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Canal Capital Management
Virginia
$983K +$756K +8,546 +229%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$982K +$723K +8,163 +199%
MCM
303
MAI Capital Management
Ohio
$972K +$109K +1,226 +11%
STA
304
Summit Trail Advisors
New York
$969K -$1.41M -15,945 -57%
EWS
305
Evergreen Wealth Solutions
Pennsylvania
$968K +$1.07M +12,096 New
PI
306
Parkside Investments
Illinois
$961K +$1.06M +12,000 New
Mirae Asset Global Investments
307
Mirae Asset Global Investments
South Korea
$947K +$888K +10,033 +557%
WIA
308
World Investment Advisors
California
$938K +$707K +7,982 +214%
PFPG
309
Pinnacle Financial Partners (Georgia)
Georgia
$930K +$578K +6,531 +128%
PFS
310
Prospera Financial Services
Texas
$925K -$8.98M -101,444 -90%
PG
311
Patten Group
Tennessee
$914K -$497K -5,617 -33%
Twin Tree Management
312
Twin Tree Management
Texas
$903K -$15.1M -170,075 -94%
CPCM
313
Cardinal Point Capital Management
Ontario, Canada
$902K +$997K +11,265 New
BMM
314
Berkshire Money Management
Massachusetts
$899K
PA
315
Pinnacle Associates
New York
$898K -$171K -1,932 -15%
Allianz Asset Management
316
Allianz Asset Management
Germany
$889K +$983K +11,100 New
EWA
317
EP Wealth Advisors
California
$887K -$150K -1,700 -13%
SFP
318
Shepherd Financial Partners
Massachusetts
$887K +$981K +11,077 New
UBS AM
319
UBS AM
Illinois
$882K +$770K +8,701 +375%
OAM
320
OP Asset Management
$879K -$905K -10,226 -48%
HBT
321
Hills Bank & Trust
Iowa
$877K +$970K +10,957 New
ARC
322
Advisor Resource Council
Texas
$872K +$61.4K +694 +7%
PWMA
323
Pension & Wealth Management Advisors
Massachusetts
$866K +$957K +10,812 New
P
324
&Partners
Tennessee
$865K +$90.6K +1,023 +11%
AIS
325
Advocate Investing Services
Maryland
$845K +$837K +9,450 +859%