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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMC
476
Ring Mountain Capital
California
$240K -$13.5K -123 -5%
NL
477
NWAM LLC
Washington
$237K -$1.19M -10,810 -82%
KWA
478
Kingswood Wealth Advisors
California
$236K -$376K -3,423 -61%
CPC
479
Cookson Peirce & Co
Pennsylvania
$236K -$2.42K -22 -1%
BFG
480
Beacon Financial Group
Texas
$235K -$1.98K -18 -0.8%
RPCONE
481
Retirement Planning Company of New England
Rhode Island
$233K -$5.5K -50 -2%
MIA
482
MMBG Investment Advisors
Florida
$233K
BB
483
Busey Bank
Illinois
$231K
EIA
484
Eldridge Investment Advisors
New Hampshire
$231K -$606K -5,515 -72%
Pictet Asset Management
485
Pictet Asset Management
Switzerland
$231K
AWA
486
Ark Wealth Advisors
California
$229K +$239K +2,170 New
Brown Advisory
487
Brown Advisory
Maryland
$228K
BW
488
BIP Wealth
Georgia
$228K +$237K +2,157 New
FLP
489
Financial Life Planners
Arizona
$228K +$14.5K +132 +7%
PWA
490
Prairie Wealth Advisors
Nebraska
$224K -$235K -2,134 Closed
MIG
491
McGuire Investment Group
Rhode Island
$223K
LL
492
LPWM LLC
Minnesota
$221K -$19.8K -180 -8%
BWM
493
BlackDiamond Wealth Management
New York
$221K +$286K +2,598 New
Empower Advisory Group
494
Empower Advisory Group
Colorado
$220K +$229K +2,081 New
WJWM
495
Williams Jones Wealth Management
New York
$220K
FIBOI
496
First International Bank of Israel
$219K +$10.9K +99 +5%
GCA
497
Greenwood Capital Associates
South Carolina
$218K
KWM
498
Kingsview Wealth Management
Oregon
$218K -$88.8K -808 -28%
MKW
499
Mullaney, Keating & Wright
Connecticut
$217K
Vontobel Holding
500
Vontobel Holding
Switzerland
$217K -$230K -2,095 -51%