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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIP
351
Ellis Investment Partners
Pennsylvania
$33K
MPCG
352
Matrix Private Capital Group
New York
$32K
AF
353
Advisornet Financial
Minnesota
$30K -$165K -2,025 -84%
AF
354
Allworth Financial
California
$30K
PWA
355
Phoenix Wealth Advisors
North Carolina
$30K
SWM
356
Spire Wealth Management
Virginia
$28K -$19.6K -240 -41%
FCA
357
FinTrust Capital Advisors
South Carolina
$28K
AA
358
Ancora Advisors
Ohio
$27K
QCG
359
Quadrant Capital Group
Ohio
$27K
GLLW
360
Graves Light Lenhart Wealth
Virginia
$24K
HPC
361
HM Payson & Co
Maine
$24K
MAM
362
McCarthy Asset Management
California
$24K
AIC
363
Archer Investment Corporation
Indiana
$23.1K
BWL
364
Bogart Wealth LLC
Virginia
$23K -$6.12K -75 -21%
GRP
365
Global Retirement Partners
California
$23K
VCM
366
Versant Capital Management
Arizona
$23K
EDRH
367
Edmond de Rothschild Holding
Switzerland
$23K +$18.4K +225 +346%
BU
368
BBVA USA
Alabama
$20K
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$20K
CHA
370
Carmichael Hill & Associates
Maryland
$20K +$20K +245 New
BW
371
Bison Wealth
Georgia
$19K -$2.04K -25 -10%
RMC
372
Resources Management Corp
Connecticut
$16K
IWA
373
IBEX Wealth Advisors
New Jersey
$16K +$15.9K +195 New
RE
374
RBC Europe
United Kingdom
$16K
HWA
375
HHM Wealth Advisors
Tennessee
$14K