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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
326
RWA Wealth Partners
Massachusetts
$322K
EP
327
Edgestream Partners
New Jersey
$318K +$305K +3,559 New
CFG
328
Citizens Financial Group
Rhode Island
$317K +$21.4K +250 +8%
BJL
329
Brighton Jones LLC
Washington
$315K -$78K -910 -21%
TWP
330
Tempus Wealth Planning
California
$313K +$3.17K +37 +1%
WA
331
Wealthstream Advisors
New York
$313K
MWM
332
Modera Wealth Management
New Jersey
$312K
CCMW
333
Cypress Capital Management (Wyoming)
Wyoming
$309K +$296K +3,452 New
MCCP
334
Mission Creek Capital Partners
California
$306K -$2.57K -30 -0.9%
IF
335
Ironwood Financial
Arizona
$304K
PWM
336
Perigon Wealth Management
California
$304K -$51.1K -596 -15%
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$303K -$4.37K -51 -1%
FCM
338
Fortis Capital Management
Washington
$301K +$20.4K +238 +8%
WAOTB
339
Wealth Advisors of Tampa Bay
Florida
$298K
HIIFS
340
Harel Insurance Investments & Financial Services
Israel
$297K -$261K -3,050 -48%
RCM
341
RB Capital Management
Nevada
$295K
SWA
342
SOA Wealth Advisors
New York
$294K
FFA
343
First Foundation Advisors
California
$291K -$25.6K -299 -8%
SFA
344
Sequoia Financial Advisors
Ohio
$285K +$73.3K +855 +37%
GWAG
345
Garrett Wealth Advisory Group
Texas
$285K
TC
346
TownSquare Capital
Utah
$284K -$171K -1,995 -39%
CL
347
Choreo LLC
Illinois
$281K
AWM
348
Apollon Wealth Management
South Carolina
$281K -$8.57K -100 -3%
AFM
349
Abbot Financial Management
Massachusetts
$277K
CF
350
Centaurus Financial
California
$277K -$57.3K -668 -18%