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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
401
Centaurus Financial
California
$357K -$150K -1,364 -29%
PI
402
PineBridge Investments
New York
$356K +$103K +935 +38%
LJCM
403
Lee Johnson Capital Management
Texas
$356K -$1.33M -12,112 -78%
CI
404
Ceera Investments
Texas
$354K – – –
DFG
405
Dupree Financial Group
Kentucky
$351K -$24.6K -224 -6%
RCM
406
RB Capital Management
Nevada
$349K – – –
OFO
407
OneAscent Family Office
Alabama
$347K +$90.2K +821 +33%
HWMG
408
Harbour Wealth Management Group
South Carolina
$347K +$361K +3,281 New
BRWA
409
B. Riley Wealth Advisors
Florida
$346K -$20K -182 -5%
WAOTB
410
Wealth Advisors of Tampa Bay
Florida
$345K – – –
BP
411
BBR Partners
New York
$345K +$359K +3,267 New
SWM
412
SFG Wealth Management
Maryland
$342K – – –
BlackRock
413
BlackRock
New York
$341K +$12.5K +114 +4%
T2I
414
Turim 21 Investimentos
Brazil
$340K – – –
GWAG
415
Garrett Wealth Advisory Group
Texas
$338K – – –
SSCA
416
South Shore Capital Advisors
Massachusetts
$337K +$350K +3,187 New
JFG
417
Jefferies Financial Group
New York
$336K -$5.59M -50,864 -94%
KWM
418
Kingsman Wealth Management
Florida
$336K – – –
FFA
419
First Foundation Advisors
California
$334K -$10.4K -95 -3%
SWP
420
Strategic Wealth Partners
Ohio
$323K -$194K -1,769 -37%
AC
421
Avestar Capital
New York
$321K -$6.66M -60,595 -95%
SIA
422
Soltis Investment Advisors
Utah
$320K – – –
AFM
423
Abbot Financial Management
Massachusetts
$320K -$8.24K -75 -2%
TWP
424
Tempus Wealth Planning
California
$320K -$19.6K -178 -6%
ICP
425
Interchange Capital Partners
Pennsylvania
$318K – – –