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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
501
Franklin Resources
California
$508K +$98.9K +1,112 +25%
LWM
502
Lyell Wealth Management
California
$505K -$27.7K -312 -5%
NPFS
503
Novak & Powell Financial Services
Florida
$501K -$17.8K -200 -3%
RBWA
504
RFG - Bristol Wealth Advisors
Massachusetts
$499K -$18.8K -211 -4%
MYIA
505
Mount Yale Investment Advisors
Colorado
$498K +$488K +5,493 New
CA
506
COFG Advisors
Illinois
$494K +$50.1K +563 +12%
VFA
507
Voya Financial Advisors
Connecticut
$489K +$484K +5,439 New
HPWM
508
High Point Wealth Management
New Jersey
$487K -$44.5K -500 -9%
RCM
509
RB Capital Management
Nevada
$484K +$89 +1 +0%
MFIM
510
Mesirow Financial Investment Management
Illinois
$480K +$2.22K +25 +0.5%
BP
511
BBR Partners
New York
$477K
PFA
512
Plotkin Financial Advisors
Maryland
$476K +$7.47K +84 +2%
TF
513
Tenzing Financial
Virginia
$467K -$7.11K -80 -2%
DCM
514
Dudley Capital Management
Virginia
$465K +$456K +5,132 New
VAS
515
Vestmark Advisory Solutions
Massachusetts
$465K +$456K +5,130 New
EP
516
Edgestream Partners
New Jersey
$463K +$454K +5,109 New
CS
517
Capital Square
Tennessee
$462K -$169K -1,900 -28%
TC
518
TAGStone Capital
North Carolina
$461K
KWM
519
Koa Wealth Management
California
$457K +$448K +5,043 New
SIC
520
Samalin Investment Counsel
New York
$453K +$52.9K +595 +14%
GC
521
GFG Capital
Florida
$453K
AWCI
522
Alpine Woods Capital Investors
New York
$444K -$285K -3,200 -40%
VAM
523
Vienna Asset Management
California
$443K +$435K +4,890 New
TWM
524
Thrive Wealth Management
Pennsylvania
$443K
IA
525
Integrity Alliance
Iowa
$434K +$426K +4,794 New