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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
326
Benjamin F. Edwards & Company
Missouri
$141K +$23.5K +375 +23%
GWM
327
Geneos Wealth Management
Colorado
$125K
RP
328
Rice Partnership
Hawaii
$119K
AWM
329
Avior Wealth Management
Nebraska
$119K -$9.42K -150 -8%
PTC
330
Private Trust Company
Ohio
$112K +$4.71K +75 +5%
GRP
331
Global Retirement Partners
California
$107K -$3.77K -60 -4%
CF
332
Centaurus Financial
California
$107K +$97.3K +1,550 New
GTAM
333
Global Trust Asset Management
Florida
$102K -$80.1K -1,275 -46%
TAM
334
Townsend Asset Management
North Carolina
$100K
RPCA
335
Running Point Capital Advisors
California
$100K
SS
336
Sunbelt Securities
Texas
$92.7K +$25.1K +400 +43%
RIA
337
Realta Investment Advisors
Delaware
$81.6K +$74.1K +1,180 New
FFA
338
Founders Financial Alliance
North Carolina
$80.3K
Franklin Resources
339
Franklin Resources
California
$79.6K
EWM
340
Endurance Wealth Management
Rhode Island
$79K
CHA
341
Carmichael Hill & Associates
Maryland
$69.5K
AF
342
Allworth Financial
California
$69.2K +$8.16K +130 +15%
UIA
343
Ulland Investment Advisors
Minnesota
$69K
FHA
344
First Horizon Advisors
Tennessee
$64K
PMFA
345
Plante Moran Financial Advisors
Michigan
$62.6K
RFA
346
Resurgent Financial Advisors
Georgia
$62.6K
AA
347
Addison Advisors
Vermont
$62.3K -$6.28K -100 -10%
SWA
348
Sutton Wealth Advisors
Florida
$61.2K +$55.6K +885 New
GEA
349
Glen Eagle Advisors
New Jersey
$60.9K +$6.59K +105 +13%
SWM
350
Spire Wealth Management
Virginia
$60.5K