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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
326
HBK Sorce Advisory
Pennsylvania
$666K
TSS
327
Two Sigma Securities
New York
$656K +$385K +3,899 +112%
CIBC World Market
328
CIBC World Market
Ontario, Canada
$647K +$104K +1,058 +17%
BCM
329
Brookstone Capital Management
Illinois
$642K +$713K +7,218 New
GIA
330
Gladstone Institutional Advisory
Florida
$642K +$437K +4,425 +159%
PAS
331
Park Avenue Securities
New York
$639K -$125K -1,262 -15%
Bessemer Group
332
Bessemer Group
New Jersey
$634K +$1.78K +18 +0.3%
LFS
333
Legacy Financial Strategies
Kansas
$633K +$6.32K +64 +0.9%
AWM
334
AE Wealth Management
Kansas
$626K +$47.4K +480 +7%
MWA
335
Muirfield Wealth Advisors
North Carolina
$618K -$275K -2,787 -29%
MWP
336
Madison Wealth Partners
Wisconsin
$617K +$49.7K +503 +8%
OCM
337
One Capital Management
California
$614K +$104K +1,055 +18%
VFA
338
Valeo Financial Advisors
Indiana
$610K -$12.7K -129 -2%
JWCA
339
J.W. Cole Advisors
Florida
$604K +$130K +1,313 +24%
MMG
340
Monetary Management Group
Missouri
$598K +$133K +1,350 +25%
PI
341
PFG Investments
New York
$597K +$2.47K +25 +0.4%
TSWM
342
Triangle Securities Wealth Management
North Carolina
$594K +$19.8K +200 +3%
Focus Partners Wealth
343
Focus Partners Wealth
Massachusetts
$590K -$7.68M -77,783 -92%
OP
344
ORG Partners
Indiana
$585K +$640K +6,475 New
SWM
345
SFG Wealth Management
Maryland
$576K +$639K +6,470 New
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$575K
RG
347
Rathbones Group
United Kingdom
$566K -$102K -1,031 -14%
Walleye Trading
348
Walleye Trading
New York
$563K +$625K +6,330 New
NPFS
349
Novak & Powell Financial Services
Florida
$563K -$9.88K -100 -2%
WIA
350
World Investment Advisors
California
$562K +$324K +3,284 +108%