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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$313K -$36.8K -1,375 -11%
AG
77
Advisor Group
Arizona
$306K +$163K +6,075 +119%
Lido Advisors
78
Lido Advisors
California
$293K +$22.1K +825 +8%
Bessemer Group
79
Bessemer Group
New Jersey
$238K
IA
80
IFP Advisors
Florida
$218K +$109K +4,060 +103%
CPIG
81
Chicago Partners Investment Group
Illinois
$217K
LNB
82
Ledyard National Bank
$211K -$20.5K -765 -9%
Millennium Management
83
Millennium Management
New York
$205K -$154K -5,765 -43%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$137K +$134K +5,000 New
AP
85
Advisors Preferred
Maryland
$85K -$4.01K -150 -5%
Creative Planning
86
Creative Planning
Kansas
$78K +$18.3K +685 +32%
DADC
87
D.A. Davidson & Co
Montana
$59K -$162K -6,060 -73%
SFG
88
SevenBridge Financial Group
Pennsylvania
$58K
WA
89
WFG Advisors
Texas
$43K -$134 -5 -0.3%
SFSIG
90
San Francisco Sentry Investment Group
California
$41K +$40.1K +1,500 New
US Bancorp
91
US Bancorp
Minnesota
$38K +$5.75K +215 +19%
WEC
92
Winslow Evans & Crocker
Massachusetts
$28.9K -$134 -5 -0.5%
VWA
93
V Wealth Advisors
Kansas
$28K +$26.8K +1,000 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$26K
DSC
95
Duncker Streett & Co
Missouri
$21K
UBS AM
96
UBS AM
Illinois
$18.1K +$17.7K +660 New
LBG
97
Lloyds Banking Group
United Kingdom
$17K
WAM
98
Wealthspire Advisors (Maryland)
Maryland
$13K +$12.6K +470 New
YWP
99
YorkBridge Wealth Partners
New York
$11K
HR
100
Howe & Rusling
New York
$5K