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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
Segment Wealth Management
Texas
– -$1.53M -14,481 Closed
BFC
802
Blue Fin Capital
Rhode Island
– -$1.52M -14,424 Closed
IA
803
IAM Advisory
Pennsylvania
– -$1.44M -13,611 Closed
SF
804
Summit Financial
New Jersey
– -$1.39M -13,107 Closed
IWA
805
IBEX Wealth Advisors
New Jersey
– -$1.33M -12,556 Closed
UAS
806
United Asset Strategies
New York
– -$1.32M -12,470 Closed
MWM
807
Moulton Wealth Management
Washington
– -$2.48M -12,397 Closed
RIA
808
Regal Investment Advisors
Michigan
– -$1.29M -12,214 Closed
CWM
809
Chicago Wealth Management
Illinois
– -$1.23M -11,656 Closed
Qube Research & Technologies (QRT)
810
Qube Research & Technologies (QRT)
United Kingdom
– -$1.19M -11,216 Closed
JWCA
811
J.W. Cole Advisors
Florida
– -$741K -10,923 Closed
ACG
812
Allen Capital Group
Nebraska
– -$1.01M -9,602 Closed
TPA
813
Trivium Point Advisory
Connecticut
– -$1.01M -9,558 Closed
TCM
814
Thomist Capital Management
Texas
– -$995K -9,300 Closed
Toronto Dominion Bank
815
Toronto Dominion Bank
Ontario, Canada
– -$823K -9,293 Closed
TA
816
TruWealth Advisors
Louisiana
– -$975K -9,223 Closed
MWA
817
Muirfield Wealth Advisors
North Carolina
– -$829K -7,845 Closed
CCAM
818
Cascades Capital Asset Management
North Carolina
– -$773K -7,315 Closed
OCBCO
819
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$744K -7,035 Closed
WETS
820
Wealth Enhancement Trust Services
South Dakota
– -$729K -6,898 Closed
BEI
821
Benjamin Edwards Inc
Missouri
– -$621K -5,873 Closed
EFG
822
Ehrlich Financial Group
California
– -$593K -5,608 Closed
AFG
823
Atomi Financial Group
New York
– -$583K -5,514 Closed
CA
824
Calton & Associates
Florida
– -$554K -5,242 Closed
VAM
825
Verity Asset Management
North Carolina
– -$528K -5,000 Closed