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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
551
Winthrop Advisory Group
Massachusetts
$209K +$189K +1,912 New
APA
552
Astoria Portfolio Advisors
New York
$208K -$73.3K -741 -29%
HNW
553
High Note Wealth
Minnesota
$206K
CFP
554
Comprehensive Financial Planning
Pennsylvania
$205K +$4.95K +50 +3%
M&T Bank
555
M&T Bank
New York
$205K +$185K +1,870 New
NG
556
Norden Group
Utah
$204K +$184K +1,865 New
AT
557
Arlington Trust
Alabama
$204K
RFC
558
Regions Financial Corp
Alabama
$203K +$183K +1,852 New
CIAS
559
CFS Investment Advisory Services
New Jersey
$201K +$181K +1,834 New
CVM
560
Cheviot Value Management
California
$197K
NEWAS
561
N.E.W. Advisory Services
Wisconsin
$196K -$51.5K -521 -23%
GRP
562
Global Retirement Partners
California
$184K +$166K +1,679 New
FFL
563
Financial Freedom LLC
Ohio
$179K -$56.8K -574 -26%
OFA
564
Oak Family Advisors
Illinois
$173K +$156K +1,580 New
IWA
565
Icon Wealth Advisors
Texas
$155K +$27.1K +274 +24%
CA
566
CoreCap Advisors
Michigan
$153K -$38.5K -389 -22%
FHA
567
First Horizon Advisors
Tennessee
$131K -$2.57K -26 -2%
WSFS
568
Wilmington Savings Fund Society
Delaware
$120K +$15.9K +161 +17%
CWM
569
Copia Wealth Management
Oregon
$119K -$203K -2,054 -65%
HAP
570
Harbor Asset Planning
Massachusetts
$118K +$107K +1,077 New
GWM
571
Geneos Wealth Management
Colorado
$111K
HNB
572
Huntington National Bank
Ohio
$107K
GEA
573
Glen Eagle Advisors
New Jersey
$99.9K
PMFA
574
Plante Moran Financial Advisors
Michigan
$99.1K
GWANC
575
Guardian Wealth Advisors (North Carolina)
North Carolina
$98.5K -$25.9K -262 -23%