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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$2.42M +$2.72M +57,535 New
FWM
77
Focused Wealth Management
New York
$2.38M +$2.68M +56,675 New
NA
78
NewEdge Advisors
Louisiana
$2.21M -$45.4K -960 -2%
Lido Advisors
79
Lido Advisors
California
$2.15M -$118K -2,485 -5%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$2.1M +$1.57M +33,280 +199%
KFBMI
81
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.1M +$946K +20,000 +67%
CAG
82
Csenge Advisory Group
Florida
$1.99M +$2.24M +47,315 New
VFA
83
Voya Financial Advisors
Connecticut
$1.93M -$1.16M -24,540 -35%
BBHC
84
Brown Brothers Harriman & Co
New York
$1.92M +$1.5M +31,625 +225%
SAM
85
SP Asset Management
California
$1.88M +$2.11M +44,585 New
SMFG
86
Sumitomo Mitsui Financial Group
Japan
$1.84M +$1.07M +22,710 +108%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$1.78M -$366K -7,735 -15%
AWM
88
Avior Wealth Management
Nebraska
$1.76M -$5.18M -109,490 -72%
AAS
89
Avantax Advisory Services
Texas
$1.72M +$493K +10,430 +34%
PFA
90
Plotkin Financial Advisors
Maryland
$1.62M +$399K +8,430 +28%
GFPC
91
Global Financial Private Client
Florida
$1.61M +$7.33K +155 +0.4%
CAG
92
Crestwood Advisors Group
Massachusetts
$1.52M +$1.46M +30,975 +590%
MFG
93
Merit Financial Group
Georgia
$1.47M -$156K -3,290 -9%
UCFA
94
United Capital Financial Advisors
Texas
$1.32M -$906K -19,170 -38%
SPIA
95
Steward Partners Investment Advisory
New York
$1.27M +$25.5K +540 +2%
PCM
96
Parsons Capital Management
Rhode Island
$1.26M +$13K +275 +0.9%
PAG
97
Private Advisor Group
New Jersey
$1.25M +$408K +8,635 +41%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$1.21M
FNBOSM
99
First National Bank of South Miami
Florida
$1.18M +$40.4K +855 +3%
CA
100
Cetera Advisors
Colorado
$1.18M +$281K +5,940 +27%