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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
651
MassMutual Private Wealth & Trust
Connecticut
$59.6K -$2.48K -28 -4%
APW
652
Aventura Private Wealth
Florida
$54.6K +$10.6K +120 +21%
SC
653
SouthState Corp
Florida
$52.4K – – –
DAM
654
Delta Asset Management
Tennessee
$50K – – –
WIM
655
Westside Investment Management
California
$48.1K +$44.3K +500 +500%
BFO
656
Biltmore Family Office
North Carolina
$45.5K +$39.3K +444 +355%
AA
657
Addison Advisors
Vermont
$45.2K – – –
MA
658
Montag & Associates
Georgia
$44.7K +$22.8K +258 +86%
T2I
659
Turim 21 Investimentos
Brazil
$44.5K -$3.54M -40,000 -87%
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$43.2K – – –
IRC
661
Investors Research Corp
Georgia
$42K – – –
SWM
662
SHP Wealth Management
Massachusetts
$41K +$45.3K +512 New
AAP
663
Arax Advisory Partners
Colorado
$40.5K -$472K -5,335 -91%
FFO
664
Fortitude Family Office
Arizona
$40K – – –
MCM
665
Manchester Capital Management
Vermont
$40K – – –
FF
666
Finley Financial
Nevada
$40K +$44.3K +500 New
LC
667
Longitude (Cayman)
Cayman Islands
$40K +$44.3K +500 New
JWA
668
JFS Wealth Advisors
Pennsylvania
$38.4K +$3.54K +40 +9%
PWA
669
Physician Wealth Advisors
Utah
$37.9K – – –
FDW
670
Fourth Dimension Wealth
Ohio
$37.4K -$19K -215 -32%
WB
671
Webster Bank
Connecticut
$36K – – –
Vanguard National Trust
672
Vanguard National Trust
Pennsylvania
$34K +$37.6K +425 New
FC
673
Fairscale Capital
New Hampshire
$33.6K – – –
AI
674
Atomic Invest
New York
$31.6K +$36K +407 New
OHIS
675
Oak Harvest Investment Services
Texas
$31K +$88.5K +1,000 New