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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
176
UBS AM
Illinois
$19.7K -$7.04K -180 -27%
WAM
177
Wealthspire Advisors (Maryland)
Maryland
$19K -$19.6K -500 -52%
FHA
178
Flagship Harbor Advisors
Massachusetts
$19K – – –
GRP
179
Global Retirement Partners
California
$19K +$18K +460 New
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$18K +$17.4K +445 New
CAG
181
Csenge Advisory Group
Florida
$14K +$15.8K +405 New
WEC
182
Winslow Evans & Crocker
Massachusetts
$12K – – –
RPG
183
Risk Paradigm Group
Texas
$11.1K -$78.5K -2,005 -88%
HT
184
Heritage Trust
Oklahoma
$11K – – –
BWM
185
Baystate Wealth Management
Massachusetts
$10K – – –
AF
186
Allworth Financial
California
$7K – – –
HR
187
Howe & Rusling
New York
$5K – – –
BWL
188
Bogart Wealth LLC
Virginia
$3K – – –
FANJ
189
Financial Architects (New Jersey)
New Jersey
$2K +$2.15K +55 New
TFA
190
Transamerica Financial Advisors
Florida
$1K – – –
Bank of Nova Scotia
191
Bank of Nova Scotia
Ontario, Canada
– -$129M -3,535,925 Closed
MGIA
192
Matthew Goff Investment Advisor
Texas
– -$9.77M -984,615 Closed
SCM
193
Sandler Capital Management
New York
– -$24.1M -660,000 Closed
Citadel Advisors
194
Citadel Advisors
Florida
– -$6.95M -190,295 Closed
Hudson Bay Capital Management
195
Hudson Bay Capital Management
Connecticut
– -$1.56M -42,670 Closed
Marshall Wace
196
Marshall Wace
United Kingdom
– -$1M -27,500 Closed
HCM
197
Highbridge Capital Management
New York
– -$767K -21,000 Closed
BCP
198
Blackhawk Capital Partners
Wisconsin
– -$579K -15,850 Closed
Millennium Management
199
Millennium Management
New York
– -$201K -5,505 Closed
BWP
200
Baldwin Wealth Partners
Massachusetts
– -$37K -1,000 Closed