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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
451
Foguth Wealth Management
Michigan
$271K +$18.9K +191 +8%
MWP
452
Moller Wealth Partners
$270K +$268K +2,700 New
GCP
453
GSA Capital Partners
United Kingdom
$266K +$263K +2,655 New
CF
454
Centaurus Financial
California
$265K -$44.4K -448 -14%
BIM
455
Bullseye Investment Management
Ohio
$259K -$336K -3,389 -57%
CWM
456
Copia Wealth Management
Oregon
$258K +$255K +2,578 New
HDIM
457
Hanson & Doremus Investment Management
Vermont
$254K
SWM
458
SeaCrest Wealth Management
New York
$254K +$251K +2,533 New
SAM
459
Silvercrest Asset Management
New York
$253K
ESB
460
Essex Savings Bank
Connecticut
$253K
CPC
461
Cookson Peirce & Co
Pennsylvania
$251K +$249K +2,510 New
SWA
462
Stratos Wealth Advisors
Ohio
$251K +$248K +2,505 New
MC
463
Middleton & Co
Massachusetts
$250K
TCG
464
Transcendent Capital Group
Oklahoma
$250K
RSWM
465
Robertson Stephens Wealth Management
California
$250K -$46.3K -467 -16%
PIMG
466
Patriot Investment Management Group
Tennessee
$248K
AFG
467
ABLE Financial Group
Arizona
$247K +$1.58K +16 +0.7%
Twin Tree Management
468
Twin Tree Management
Texas
$247K +$6.24K +63 +3%
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$246K +$123K +1,239 +101%
KC
470
Kadensa Capital
Hong Kong
$246K +$243K +2,454 New
CCB
471
Cutter & Co Brokerage
Missouri
$244K
CT
472
Colonial Trust
South Carolina
$243K
AIC
473
Ayalon Insurance Company
Israel
$243K
DWM
474
Diversify Wealth Management
Utah
$241K +$245K +2,477 New
P
475
&Partners
Tennessee
$239K +$234K +2,360 New