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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
551
Joseph Group Capital Management
Ohio
$49.1K +$48.6K +490 New
CFGS
552
Concourse Financial Group Securities
Alabama
$47.9K
WB
553
Webster Bank
Connecticut
$45.1K
KSWA
554
Kathleen S. Wright Associates
Pennsylvania
$44.1K
BA
555
Bristlecone Advisors
Washington
$42.6K
EFG
556
Ethos Financial Group
Pennsylvania
$39.6K +$39.2K +396 New
EW
557
Element Wealth
Mississippi
$39.5K
TIM
558
Tortoise Investment Management
New York
$37.5K
RMC
559
Resources Management Corp
Connecticut
$35K
MAM
560
Morse Asset Management
Connecticut
$34.7K +$7.13K +72 +26%
AIM
561
Anchor Investment Management
South Carolina
$33.9K +$2.38K +24 +8%
KIM
562
Kestra Investment Management
Texas
$33.8K +$33.5K +338 New
WT
563
Whittier Trust
California
$32K
MHR
564
Matthew Hamilton Rosenberg
$32K +$31.7K +320 New
HHGA
565
Halbert Hargrove Global Advisors
California
$31.5K +$31.2K +315 New
MA
566
Montag & Associates
Georgia
$30K
AIC
567
Archer Investment Corporation
Indiana
$29K
PIS
568
POM Investment Strategies
North Carolina
$29K
VWM
569
Venturi Wealth Management
Texas
$29K
PS
570
Pinney & Scofield
Massachusetts
$28K +$27.7K +280 New
CSWG
571
Cardinal Strategic Wealth Guidance
Kentucky
$27.1K +$26.9K +271 New
PK
572
Pflug Koory
Nebraska
$26.5K
WSFS
573
Wilmington Savings Fund Society
Delaware
$26.1K +$25.9K +261 New
GGI
574
Godsey & Gibb Inc
Virginia
$26K
PSFG
575
Park Square Financial Group
Georgia
$25K +$24.8K +250 New