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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
376
Larson Financial Group
Missouri
$208K +$9.25K +125 +5%
SS
377
Sunbelt Securities
Texas
$206K +$96.6K +1,305 +105%
HDIM
378
Hanson & Doremus Investment Management
Vermont
$206K
SAM
379
Silvercrest Asset Management
New York
$205K +$187K +2,525 New
GW
380
GW & Wade
Massachusetts
$204K +$186K +2,520 New
BCM
381
Barometer Capital Management
Ontario, Canada
$203K +$185K +2,500 New
MC
382
Middleton & Co
Massachusetts
$203K +$185K +2,500 New
TCG
383
Transcendent Capital Group
Oklahoma
$203K +$185K +2,500 New
FCM
384
Fortis Capital Management
Washington
$201K +$183K +2,475 New
PIMG
385
Patriot Investment Management Group
Tennessee
$201K +$183K +2,475 New
SFA
386
Sequoia Financial Advisors
Ohio
$201K +$183K +2,475 New
CT
387
Colonial Trust
South Carolina
$197K
AIC
388
Ayalon Insurance Company
Israel
$197K -$2.94M -39,790 -94%
CAS
389
Coppell Advisory Solutions
Texas
$189K +$172K +2,330 New
FFL
390
Financial Freedom LLC
Ohio
$182K
GTAM
391
Global Trust Asset Management
Florida
$176K +$83.2K +1,125 +107%
PTC
392
Private Trust Company
Ohio
$158K +$24K +325 +20%
BC
393
Bartlett & Co
Ohio
$155K +$140K +1,895 New
BCWM
394
Bartlett & Co Wealth Management
Ohio
$155K +$140K +1,895 New
AT
395
Arlington Trust
Alabama
$151K +$138K +1,860 New
NS
396
NBC Securities
Alabama
$141K +$31.4K +425 +32%
RP
397
Rice Partnership
Hawaii
$140K
AWM
398
Avior Wealth Management
Nebraska
$139K
GC
399
Garde Capital
Washington
$136K +$124K +1,680 New
RPCA
400
Running Point Capital Advisors
California
$117K