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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
601
Bramshill Investments
Florida
$317K -$311K -3,500 -50%
CA
602
Cache Advisors
California
$316K – – –
MCA
603
Millennium Capital Advisors
Arkansas
$315K – – –
TWP
604
Tempus Wealth Planning
California
$314K +$13K +146 +4%
WFL
605
Wealth Forward LLC
North Dakota
$310K +$304K +3,422 New
IAN
606
Integrated Advisors Network
Texas
$309K -$259K -2,910 -46%
Neuberger Berman Group
607
Neuberger Berman Group
New York
$308K -$107K -1,203 -26%
IFWM
608
Institute for Wealth Management
Colorado
$307K +$56.6K +637 +23%
DFG
609
Dupree Financial Group
Kentucky
$306K +$1.42K +16 +0.5%
S
610
SignatureFD
Georgia
$306K +$123K +1,380 +69%
EIP
611
Ellis Investment Partners
Pennsylvania
$306K -$27.6K -310 -8%
CMI
612
Clare Market Investments
Texas
$300K -$210K -2,360 -42%
ESB
613
Essex Savings Bank
Connecticut
$299K +$62.7K +705 +27%
WAOTB
614
Wealth Advisors of Tampa Bay
Florida
$296K – – –
PAM
615
PVG Asset Management
Colorado
$296K +$290K +3,265 New
MWM
616
Modera Wealth Management
New Jersey
$295K -$13.3K -150 -4%
NL
617
NWAM LLC
Washington
$293K +$288K +3,234 New
WA
618
Westfuller Advisors
New York
$293K – – –
LSA
619
Lansing Street Advisors
Pennsylvania
$291K -$228K -2,568 -44%
GWAG
620
Garrett Wealth Advisory Group
Texas
$290K – – –
CF
621
Canoe Financial
Alberta, Canada
$285K – – –
CA
622
Calton & Associates
Florida
$284K +$279K +3,135 New
SFA
623
Sequoia Financial Advisors
Ohio
$283K -$13.3K -150 -5%
IP
624
Indivisible Partners
Florida
$283K +$278K +3,122 New
CCP
625
Cane Capital Partners
Louisiana
$283K -$1.81M -20,361 -87%