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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
376
Davenport & Co
Virginia
$632K -$1.5M -16,995 -68%
FPW
377
Fairvoy Private Wealth
Alabama
$630K +$696K +7,866 New
GVAG
378
Great Valley Advisor Group
Delaware
$629K +$456K +5,156 +191%
KeyBank National Association
379
KeyBank National Association
Ohio
$629K -$60.2K -680 -8%
CIEC
380
Crédit Industriel et Commercial
France
$625K +$691K +7,803 New
CIA
381
Capital Investment Advisors
Georgia
$620K +$685K +7,742 New
CCG
382
Chatham Capital Group
Georgia
$610K +$159K +1,800 +31%
BlackRock
383
BlackRock
New York
$610K +$389K +4,391 +136%
EDRH
384
Edmond de Rothschild Holding
Switzerland
$606K +$670K +7,574 New
HSA
385
HBK Sorce Advisory
Pennsylvania
$604K +$107K +1,214 +22%
BPAMU
386
BTG Pactual Asset Management US
New York
$603K +$667K +7,539 New
SWA
387
Sax Wealth Advisors
New Jersey
$602K
XT
388
XTX Topco
Cayman Islands
$601K +$664K +7,506 New
GEM
389
Global Endowment Management
North Carolina
$600K +$664K +7,500 New
WWM
390
Western Wealth Management
Colorado
$599K +$63.6K +719 +11%
OCM
391
One Capital Management
California
$594K -$10.5K -119 -2%
PA
392
Parallel Advisors
California
$590K
CS
393
Capital Square
Tennessee
$588K +$611K +6,902 New
GA
394
Greenspring Advisors
Maryland
$585K +$92.7K +1,047 +17%
AWM
395
AE Wealth Management
Kansas
$572K +$2.57K +29 +0.4%
NL
396
NVWM LLC
Pennsylvania
$572K -$402K -4,540 -39%
TSWM
397
Triangle Securities Wealth Management
North Carolina
$561K +$46.5K +525 +8%
BI
398
Bramshill Investments
Florida
$560K -$929K -10,500 -60%
Walleye Capital
399
Walleye Capital
New York
$560K +$620K +7,000 New
IP
400
Ignite Planners
California
$556K -$61.1K -690 -9%