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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
326
Sax Wealth Advisors
New Jersey
$605K +$307K +3,097 +105%
UCFA
327
United Capital Financial Advisors
Texas
$603K +$69K +696 +13%
BCI
328
Brinker Capital Investments
Pennsylvania
$603K +$596K +6,018 New
OPS
329
Orion Portfolio Solutions
Nebraska
$603K +$596K +6,018 New
HWM
330
HB Wealth Management
Georgia
$602K +$22.2K +224 +4%
JRP
331
Jasper Ridge Partners
California
$601K -$3.58M -36,175 -86%
PCA
332
Pallas Capital Advisors
Massachusetts
$590K -$1.49K -15 -0.3%
PPP
333
Private Portfolio Partners
New Jersey
$586K +$345K +3,477 +146%
OCM
334
One Capital Management
California
$585K +$579K +5,845 New
CCG
335
Chatham Capital Group
Georgia
$583K
IAG
336
Investmark Advisory Group
Connecticut
$580K
Tudor Investment Corp
337
Tudor Investment Corp
Connecticut
$576K -$558K -5,633 -49%
CTA
338
Colonial Trust Advisors
South Carolina
$576K
Thrivent Financial for Lutherans
339
Thrivent Financial for Lutherans
Minnesota
$575K +$119K +1,200 +28%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$574K -$77.5K -782 -12%
PFA
341
Plotkin Financial Advisors
Maryland
$570K -$72.3K -730 -11%
IAIM
342
International Assets Investment Management
Florida
$558K +$554K +5,586 New
JWCA
343
J.W. Cole Advisors
Florida
$548K -$2.97K -30 -0.5%
MMG
344
Monetary Management Group
Missouri
$538K +$19.8K +200 +4%
SWP
345
Stratos Wealth Partners
Ohio
$530K +$156K +1,578 +42%
IFWM
346
Institute for Wealth Management
Colorado
$516K +$25.3K +255 +5%
IA
347
IFP Advisors
Florida
$513K +$339K +3,425 +202%
WWM
348
Western Wealth Management
Colorado
$512K +$89.7K +905 +22%
BIA
349
Biondo Investment Advisors
Pennsylvania
$508K -$20.8K -210 -4%
BSHC
350
Breed's Hill Capital
Massachusetts
$501K