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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TLA
551
Tanglewood Legacy Advisors
Texas
$81.9K – – –
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$81.6K -$5.72K -52 -6%
RPC
553
Rossmore Private Capital
Connecticut
$77.5K +$80.6K +733 New
EWP
554
Elevation Wealth Partners
California
$75.7K +$78.7K +716 New
CICI
555
Capital Investment Counsel Inc
North Carolina
$74.5K +$77.5K +705 New
FDW
556
Fourth Dimension Wealth
Ohio
$72.1K – – –
SC
557
SouthState Corp
Florida
$69.2K – – –
WSC
558
Wellington Shields & Co
New York
$68.7K – – –
DAM
559
Delta Asset Management
Tennessee
$66.1K – – –
GT
560
Glenmede Trust
Pennsylvania
$60.9K +$63.3K +576 New
AA
561
Addison Advisors
Vermont
$59.7K – – –
APW
562
Aventura Private Wealth
Florida
$59.4K – – –
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$57.1K – – –
IRC
564
Investors Research Corp
Georgia
$55.5K – – –
UBP
565
Union Bancaire Privee
Switzerland
$54K -$339K -3,086 -83%
FFO
566
Fortitude Family Office
Arizona
$52.8K – – –
MCM
567
Manchester Capital Management
Vermont
$52.8K – – –
FFA
568
Founders Financial Alliance
North Carolina
$51.3K -$56.1K -510 -51%
PWA
569
Physician Wealth Advisors
Utah
$50K -$1.98K -18 -4%
FIM
570
FWL Investment Management
Texas
$49.5K +$5.17K +47 +11%
AGWCA
571
Annis Gardner Whiting Capital Advisors
Florida
$48.4K +$50.3K +458 New
WB
572
Webster Bank
Connecticut
$47.6K – – –
RPA
573
Redwood Park Advisors
California
$46.9K -$5.5K -50 -10%
JWA
574
JFS Wealth Advisors
Pennsylvania
$46.5K +$39K +355 +418%
FC
575
Fairscale Capital
New Hampshire
$44.4K – – –