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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
326
Brown Brothers Harriman & Co
New York
$315K -$3.29K -40 -1%
MCA
327
Millennium Capital Advisors
Arkansas
$313K
SIC
328
Samalin Investment Counsel
New York
$313K -$7.31K -89 -2%
RWP
329
RWA Wealth Partners
Massachusetts
$313K
FFA
330
First Foundation Advisors
California
$309K +$24.6K +300 +9%
WA
331
Wealthstream Advisors
New York
$304K
MWM
332
Modera Wealth Management
New Jersey
$303K
TWP
333
Tempus Wealth Planning
California
$301K -$31.3K -381 -10%
BFWM
334
Bright Futures Wealth Management
New York
$301K +$18.2K +222 +6%
RSWM
335
Robertson Stephens Wealth Management
California
$301K -$196K -2,387 -41%
MCCP
336
Mission Creek Capital Partners
California
$300K
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$299K
IF
338
Ironwood Financial
Arizona
$296K
Vontobel Holding
339
Vontobel Holding
Switzerland
$295K
BWP
340
Balboa Wealth Partners
Arizona
$295K +$279K +3,392 New
BPAMU
341
BTG Pactual Asset Management US
New York
$293K +$277K +3,375 New
VWM
342
Venturi Wealth Management
Texas
$292K +$411 +5 +0.1%
WAOTB
343
Wealth Advisors of Tampa Bay
Florida
$290K
TPWA
344
TRUE Private Wealth Advisors
Oregon
$287K +$4.11K +50 +2%
RCM
345
RB Capital Management
Nevada
$287K
CFG
346
Citizens Financial Group
Rhode Island
$287K +$271K +3,300 New
SWA
347
SOA Wealth Advisors
New York
$286K
JWCA
348
J.W. Cole Advisors
Florida
$282K -$202K -2,456 -43%
AWM
349
Apollon Wealth Management
South Carolina
$282K -$1.64K -20 -0.6%
CL
350
Choreo LLC
Illinois
$280K