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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
751
Key Financial Inc
Pennsylvania
$55.3K +$48K +540 +771%
EWM
752
Evolution Wealth Management
Florida
$54.8K +$44.9K +505 +505%
APFP
753
Action Point Financial Planning
Michigan
$54.7K +$53.8K +605 New
BWL
754
Bogart Wealth LLC
Virginia
$54.5K -$5.42M -60,969 -99%
WIM
755
Westside Investment Management
California
$54.4K
CTC
756
Central Trust Company
Missouri
$53.6K +$52.6K +592 New
SWM
757
SHP Wealth Management
Massachusetts
$52.4K +$5.96K +67 +13%
APW
758
Aventura Private Wealth
Florida
$50.9K -$10.7K -120 -18%
MA
759
Montag & Associates
Georgia
$50.6K
WETS
760
Wealth Enhancement Trust Services
South Dakota
$50K +$49.1K +552 New
FMII
761
Farmers & Merchants Investments Inc
Nebraska
$48.9K
IRC
762
Investors Research Corp
Georgia
$47.6K
T2I
763
Turim 21 Investimentos
Brazil
$45.8K
FF
764
Finley Financial
Nevada
$45.3K
FFO
765
Fortitude Family Office
Arizona
$45.3K
MCM
766
Manchester Capital Management
Vermont
$45.3K
Allspring Global Investments
767
Allspring Global Investments
North Carolina
$45.1K +$14.2K +160 +50%
TCOV
768
Trust Company of Vermont
Vermont
$44.8K +$44K +495 New
PUI
769
Purpose Unlimited Inc
$43.5K -$15.8M -178,157 -100%
PWA
770
Physician Wealth Advisors
Utah
$43.4K +$533 +6 +1%
WB
771
Webster Bank
Connecticut
$40.8K
HPC
772
HM Payson & Co
Maine
$40.8K +$6.22K +70 +18%
JWA
773
JFS Wealth Advisors
Pennsylvania
$39.9K -$3.56K -40 -8%
CIA
774
Cape Investment Advisory
Georgia
$39.1K +$38.4K +432 New
BC
775
Barrett & Company
Rhode Island
$38.8K +$6.67K +75 +21%