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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
401
Tidal Investments
Wisconsin
$201K +$190K +2,314 New
FFL
402
Financial Freedom LLC
Ohio
$192K
PTC
403
Private Trust Company
Ohio
$185K -$6.16K -75 -3%
GTAM
404
Global Trust Asset Management
Florida
$182K -$65.7K -800 -28%
RPCA
405
Running Point Capital Advisors
California
$174K
OSAM
406
O'Shaughnessy Asset Management
Connecticut
$173K +$62.8K +765 +63%
BCWM
407
Bartlett & Co Wealth Management
Ohio
$163K -$20.9K -255 -12%
AT
408
Arlington Trust
Alabama
$162K
NS
409
NBC Securities
Alabama
$152K
AWM
410
Avior Wealth Management
Nebraska
$149K
CAS
411
Coppell Advisory Solutions
Texas
$123K +$116K +1,417 New
GWM
412
Geneos Wealth Management
Colorado
$123K -$306K -3,729 -72%
HT
413
Headlands Technologies
Illinois
$116K +$109K +1,330 New
HNB
414
Huntington National Bank
Ohio
$113K
GRP
415
Global Retirement Partners
California
$113K +$61.2K +745 +134%
RIA
416
Realta Investment Advisors
Delaware
$113K +$30K +365 +39%
AF
417
Allworth Financial
California
$104K
IA
418
IFP Advisors
Florida
$100K -$1.73K -21 -2%
Bank of Montreal
419
Bank of Montreal
Ontario, Canada
$97.9K -$2.95M -35,877 -85%
FFA
420
Founders Financial Alliance
North Carolina
$92.6K
GEA
421
Glen Eagle Advisors
New Jersey
$83.9K
FHA
422
First Horizon Advisors
Tennessee
$80.4K
PMFA
423
Plante Moran Financial Advisors
Michigan
$78.6K
ACA
424
Aptus Capital Advisors
Alabama
$78.2K -$10.5K -128 -12%
GWANC
425
Guardian Wealth Advisors (North Carolina)
North Carolina
$78.2K