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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
401
Brown Brothers Harriman & Co
New York
$413K – – –
NS
402
NBC Securities
Alabama
$412K -$56.6K -511 -12%
FCM
403
Fortis Capital Management
Washington
$408K – – –
DFG
404
Dupree Financial Group
Kentucky
$407K -$5.31K -48 -1%
WA
405
Wealthstream Advisors
New York
$403K – – –
OP
406
ORG Partners
Indiana
$403K -$36K -325 -8%
CIA
407
Concurrent Investment Advisors
Florida
$399K -$3.41M -30,838 -90%
BRWA
408
B. Riley Wealth Advisors
Florida
$398K -$38.2K -345 -9%
SWA
409
SOA Wealth Advisors
New York
$396K +$16.7K +151 +5%
IF
410
Ironwood Financial
Arizona
$392K – – –
Thrivent Financial for Lutherans
411
Thrivent Financial for Lutherans
Minnesota
$389K +$374K +3,380 New
PWM
412
Perigon Wealth Management
California
$386K +$6.2K +56 +2%
CI
413
Ceera Investments
Texas
$385K +$32.7K +295 +10%
MCCP
414
Mission Creek Capital Partners
California
$382K -$7.75K -70 -2%
TCA
415
Transcend Capital Advisors
New Jersey
$381K -$2.67M -24,158 -88%
PWM
416
Purus Wealth Management
California
$380K +$5.53K +50 +2%
RCM
417
RB Capital Management
Nevada
$380K – – –
WAOTB
418
Wealth Advisors of Tampa Bay
Florida
$376K – – –
FFA
419
First Foundation Advisors
California
$375K – – –
SWM
420
SFG Wealth Management
Maryland
$372K -$358K -3,235 -50%
TWP
421
Tempus Wealth Planning
California
$368K +$8.19K +74 +2%
GWAG
422
Garrett Wealth Advisory Group
Texas
$368K – – –
KWM
423
Kingsman Wealth Management
Florida
$365K – – –
WIA
424
World Investment Advisors
California
$362K -$456K -4,117 -57%
BlackRock
425
BlackRock
New York
$358K +$328K +2,960 +1,973%