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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRA
501
Round Rock Advisors
Connecticut
$512K +$65.4K +736 +15%
Chevy Chase Trust
502
Chevy Chase Trust
Maryland
$509K +$500K +5,621 New
CL
503
Choreo LLC
Illinois
$508K +$147K +1,658 +42%
Franklin Resources
504
Franklin Resources
California
$508K +$98.9K +1,112 +25%
LWM
505
Lyell Wealth Management
California
$505K -$27.7K -312 -5%
NPFS
506
Novak & Powell Financial Services
Florida
$501K -$17.8K -200 -3%
RBWA
507
RFG - Bristol Wealth Advisors
Massachusetts
$499K -$18.8K -211 -4%
MYIA
508
Mount Yale Investment Advisors
Colorado
$498K +$488K +5,493 New
CA
509
COFG Advisors
Illinois
$494K +$50.1K +563 +12%
VFA
510
Voya Financial Advisors
Connecticut
$489K +$484K +5,439 New
HPWM
511
High Point Wealth Management
New Jersey
$487K -$44.5K -500 -9%
RCM
512
RB Capital Management
Nevada
$484K +$89 +1 +0%
MFIM
513
Mesirow Financial Investment Management
Illinois
$480K +$2.22K +25 +0.5%
BP
514
BBR Partners
New York
$477K – – –
PFA
515
Plotkin Financial Advisors
Maryland
$476K +$7.47K +84 +2%
TF
516
Tenzing Financial
Virginia
$467K -$7.11K -80 -2%
DCM
517
Dudley Capital Management
Virginia
$465K +$456K +5,132 New
VAS
518
Vestmark Advisory Solutions
Massachusetts
$465K +$456K +5,130 New
EP
519
Edgestream Partners
New Jersey
$463K +$454K +5,109 New
CS
520
Capital Square
Tennessee
$462K -$169K -1,900 -28%
TC
521
TAGStone Capital
North Carolina
$461K – – –
KWM
522
Koa Wealth Management
California
$457K +$448K +5,043 New
SIC
523
Samalin Investment Counsel
New York
$453K +$52.9K +595 +14%
GC
524
GFG Capital
Florida
$453K – – –
AWCI
525
Alpine Woods Capital Investors
New York
$444K -$285K -3,200 -40%