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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
151
GeoWealth Management
Illinois
$1.34M -$74.2K -1,080 -5%
SFA
152
Source Financial Advisors
New York
$1.34M -$74.2K -1,080 -5%
CPIG
153
Chicago Partners Investment Group
Illinois
$1.3M -$61.5K -895 -4%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$1.29M +$15.5K +225 +1%
GKWIM
155
Gerber Kawasaki Wealth & Investment Management
California
$1.28M -$4.12K -60 -0.3%
WP
156
WMS Partners
Maryland
$1.28M
EH
157
Equitable Holdings
New York
$1.28M +$23.7K +345 +2%
TWC
158
TD Waterhouse Canada
Ontario, Canada
$1.26M -$1.04M -15,130 -49%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$1.24M -$35.7K -520 -3%
JSMC
160
Jess S. Morgan & Co
California
$1.22M +$39.1K +570 +3%
Brown Advisory
161
Brown Advisory
Maryland
$1.22M
US Bancorp
162
US Bancorp
Minnesota
$1.22M -$418K -6,090 -26%
GPA
163
Guerra Pan Advisors
New Jersey
$1.21M
AFC
164
AFT Forsyth & Company
Florida
$1.19M +$114K +1,660 +11%
GFPC
165
Global Financial Private Client
Florida
$1.18M -$1M -14,615 -46%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$1.16M +$968K +14,095 +517%
Wealthfront Advisers
167
Wealthfront Advisers
California
$1.12M +$485K +7,060 +77%
PA
168
Pinnacle Associates
New York
$1.12M +$65.2K +950 +6%
KC
169
Kenfarb & Co
Kentucky
$1.11M
IP
170
Interval Partners
New York
$1.1M +$1.09M +15,945 New
BPA
171
Beacon Pointe Advisors
California
$1.09M +$1.09M +15,830 New
Cerity Partners
172
Cerity Partners
New York
$1.09M -$36.1K -525 -3%
MF
173
Magnetar Financial
Illinois
$1.07M +$1.06M +15,500 New
NL
174
NVWM LLC
Pennsylvania
$1.07M +$123K +1,795 +13%
William Blair & Company
175
William Blair & Company
Illinois
$1.06M -$39.5K -575 -4%