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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFP
351
Paragon Financial Partners
California
$501K +$495K +5,000 New
TC
352
Torno Capital
Massachusetts
$501K +$495K +5,000 New
BCP
353
Blue Chip Partners
Michigan
$498K +$37.2K +375 +8%
PWM
354
Perigon Wealth Management
California
$493K +$155K +1,565 +46%
HTC
355
Haverford Trust Company
Pennsylvania
$488K
SFP
356
Sandbox Financial Partners
Maryland
$484K +$15.8K +159 +3%
GCA
357
Greenwood Capital Associates
South Carolina
$474K -$101K -1,023 -18%
Vontobel Holding
358
Vontobel Holding
Switzerland
$461K +$178K +1,800 +64%
WA
359
Westfuller Advisors
New York
$455K
B
360
Bailard
California
$453K +$80.7K +814 +22%
Kovitz Investment Group Partners
361
Kovitz Investment Group Partners
Illinois
$448K +$47.9K +483 +12%
IMC
362
Investment Management Corporation
Virginia
$444K +$440K +4,439 New
MSFS
363
Main Street Financial Solutions
Pennsylvania
$444K +$440K +4,439 New
EGA
364
E&G Advisors
Texas
$441K -$79.3K -800 -15%
LWM
365
Lyell Wealth Management
California
$437K +$52.8K +533 +14%
CCM
366
Canal Capital Management
Virginia
$430K
SP
367
Sequent Planning
Nebraska
$429K -$3.27K -33 -0.8%
MA
368
Maxele Advisors
Missouri
$423K +$418K +4,220 New
CAM
369
Carret Asset Management
New York
$422K -$7.93K -80 -2%
CG
370
Cynosure Group
Utah
$421K
BFF
371
Byrne Financial Freedom
Massachusetts
$417K +$413K +4,169 New
WP
372
Woodline Partners
California
$415K +$410K +4,141 New
SOS
373
Silver Oak Securities
Tennessee
$414K +$406K +4,097 New
FTS
374
Fifth Third Securities
Ohio
$411K -$10.6K -107 -3%
FIM
375
Freedom Investment Management
Connecticut
$409K +$405K +4,086 New