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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
351
Cassaday & Co Wealth Management
Virginia
$1.07M +$578K +6,500 +121%
HBT
352
Hills Bank & Trust
Iowa
$1.07M +$72.9K +820 +7%
LP
353
LGL Partners
Pennsylvania
$1.05M +$418K +4,705 +68%
SL
354
Sentinus LLC
Illinois
$1.04M +$1.02M +11,440 New
Point72 Asset Management
355
Point72 Asset Management
Connecticut
$1.04M +$794K +8,927 +357%
RWP
356
RWA Wealth Partners
Massachusetts
$1.03M +$629K +7,079 +164%
BBES
357
Buffalo Business & Estate Services
New York
$1.03M – – –
VVP
358
Venture Visionary Partners
Ohio
$1.03M -$4.04M -45,475 -80%
SW
359
SteelPeak Wealth
California
$1.03M +$642K +7,223 +175%
BMM
360
Berkshire Money Management
Massachusetts
$1.02M – – –
IA
361
IFG Advisory
Georgia
$1.01M +$992K +11,161 New
ARC
362
Advisor Resource Council
Texas
$1.01M -$21.1K -237 -2%
IIA
363
IPG Investment Advisors
California
$1.01M +$274K +3,086 +38%
Bank of Nova Scotia
364
Bank of Nova Scotia
Ontario, Canada
$1M -$47.8M -537,142 -98%
Capstone Investment Advisors
365
Capstone Investment Advisors
New York
$1,000K -$1.68M -18,933 -63%
WIA
366
World Investment Advisors
California
$988K +$46.9K +528 +5%
SF
367
Summit Financial
New Jersey
$986K +$967K +10,881 New
JSL
368
JT Stratford LLC
Georgia
$984K +$965K +10,859 New
BMA
369
Brooks Moore & Associates
Tennessee
$978K +$959K +10,790 New
ALC
370
Alexander Labrunerie & Co
Missouri
$974K +$206K +2,316 +27%
SVWAG
371
Sound View Wealth Advisors Group
Georgia
$974K +$635K +7,146 +198%
LPAM
372
Lodestar Private Asset Management
California
$944K +$23.8K +268 +3%
PEAK6
373
PEAK6
Illinois
$939K +$921K +10,362 New
SIC
374
Sterling Investment Counsel
New York
$938K +$136K +1,531 +17%
LA
375
LM Advisors
California
$938K +$850K +9,566 +1,212%