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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
526
Realta Investment Advisors
Delaware
$124K +$78.5K +795 +134%
FHA
527
First Horizon Advisors
Tennessee
$108K +$15K +152 +14%
GWANC
528
Guardian Wealth Advisors (North Carolina)
North Carolina
$103K +$25.9K +262 +29%
IWA
529
Icon Wealth Advisors
Texas
$102K +$113K +1,144 New
FDW
530
Fourth Dimension Wealth
Ohio
$92.5K – – –
WCM
531
Winthrop Capital Management
Indiana
$90K -$4.94K -50 -5%
GWM
532
Geneos Wealth Management
Colorado
$89.9K -$40K -405 -29%
FFA
533
Founders Financial Alliance
North Carolina
$88.5K – – –
HNB
534
Huntington National Bank
Ohio
$88.5K – – –
WSFS
535
Wilmington Savings Fund Society
Delaware
$83.3K +$66.7K +675 +259%
GTAM
536
Global Trust Asset Management
Florida
$83.2K -$75.1K -760 -45%
GEA
537
Glen Eagle Advisors
New Jersey
$81.2K +$5.14K +52 +6%
PMFA
538
Plante Moran Financial Advisors
Michigan
$80.5K – – –
HC
539
Hurley Capital
New York
$79.6K – – –
MMCM
540
Murphy & Mullick Capital Management
New York
$79.4K -$7.41K -75 -8%
FWP
541
FAS Wealth Partners
Kansas
$75.6K – – –
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$74.7K +$12.5K +127 +18%
TLA
543
Tanglewood Legacy Advisors
Texas
$69K – – –
WB
544
Webster Bank
Connecticut
$60.9K +$23.1K +234 +52%
ZBNA
545
Zions Bancorporation, National Association
Utah
$60.5K +$67.2K +680 New
SC
546
SouthState Corp
Florida
$58.3K +$50.8K +514 +365%
WSC
547
Wellington Shields & Co
New York
$57.8K – – –
DAM
548
Delta Asset Management
Tennessee
$55.6K – – –
IRC
549
Investors Research Corp
Georgia
$55.6K – – –
AWM
550
Abound Wealth Management
Tennessee
$52.5K – – –