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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
151
Blue Fin Capital
Rhode Island
$861K +$40.4K +720 +5%
BBVA
152
Banco Bilbao Vizcaya Argentaria
Spain
$852K +$99.2K +1,770 +14%
SCA
153
Snowden Capital Advisors
New York
$846K -$67.3K -1,200 -8%
EDRH
154
Edmond de Rothschild Holding
Switzerland
$806K +$343K +6,120 +86%
CA
155
Clearstead Advisors
Ohio
$800K
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$785K -$210K -3,755 -23%
RSWM
157
Robertson Stephens Wealth Management
California
$779K +$717K +12,790 New
VWM
158
Venturi Wealth Management
Texas
$757K -$225K -4,010 -24%
ASN
159
Advisory Services Network
Georgia
$742K +$21.9K +390 +3%
PCM
160
Parsons Capital Management
Rhode Island
$730K -$5.61K -100 -0.8%
NL
161
NVWM LLC
Pennsylvania
$729K +$4.48K +80 +0.7%
MCM
162
MAI Capital Management
Ohio
$705K -$137K -2,445 -17%
WA
163
WBH Advisory
Maryland
$701K +$645K +11,500 New
EAM
164
Evanson Asset Management
California
$684K
MA
165
Mutual Advisors
Nebraska
$665K -$67.5K -1,205 -10%
GKWIM
166
Gerber Kawasaki Wealth & Investment Management
California
$658K -$41.5K -740 -6%
NCM
167
Novare Capital Management
North Carolina
$658K -$569K -10,150 -48%
DA
168
Dash Acquisitions
California
$651K -$3.75M -66,875 -86%
SIC
169
Sterling Investment Counsel
New York
$650K -$26.9K -480 -4%
KPWS
170
Kestra Private Wealth Services
Texas
$648K -$20.7K -370 -3%
CC
171
Carlson Capital
Texas
$647K -$2.42M -43,100 -80%
MMH
172
Menora Mivtachim Holdings
Israel
$630K +$579K +10,330 New
JEST
173
JTC Employer Solutions Trustee
Jersey
$615K
HSBC Holdings
174
HSBC Holdings
United Kingdom
$609K
IP
175
Intellectus Partners
California
$604K -$154K -2,740 -22%