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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
176
Winslow Evans & Crocker
Massachusetts
$10K – – –
HT
177
Heritage Trust
Oklahoma
$9K – – –
AF
178
Allworth Financial
California
$6K – – –
FANJ
179
Financial Architects (New Jersey)
New Jersey
$5K +$3.44K +95 +173%
PMFA
180
Plante Moran Financial Advisors
Michigan
$5K +$4.71K +130 New
AIM
181
Advantage Investment Management
Iowa
$3K +$2.72K +75 New
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$2K -$14.5K -400 -90%
BWL
183
Bogart Wealth LLC
Virginia
$2K – – –
TFA
184
Transamerica Financial Advisors
Florida
$1K – – –
RE
185
RBC Europe
United Kingdom
$694 +$725 +20 New
NCM
186
Niemann Capital Management
Nevada
– -$27M -657,985 Closed
SMM
187
Stadion Money Management
Georgia
– -$25.3M -618,190 Closed
HCM
188
Howard Capital Management
Georgia
– -$16.8M -411,355 Closed
SG Americas Securities
189
SG Americas Securities
New York
– -$12.4M -302,340 Closed
VF
190
Virtu Financial
New York
– -$7.89M -192,585 Closed
RJFSA
191
Raymond James Financial Services Advisors
Florida
– -$5.94M -144,915 Closed
MWM
192
MinichMacGregor Wealth Management
New York
– -$4.74M -115,950 Closed
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
– -$3.87M -106,755 Closed
SWM
194
Segment Wealth Management
Texas
– -$2.7M -65,805 Closed
PCM
195
Penserra Capital Management
California
– -$2.48M -60,450 Closed
GFPC
196
Global Financial Private Capital
Florida
– -$1.52M -37,080 Closed
Simplex Trading
197
Simplex Trading
Illinois
– -$1.39M -33,965 Closed
QAM
198
Q3 Asset Management
Michigan
– -$1.38M -33,640 Closed
VAM
199
Verity Asset Management
North Carolina
– -$1.33M -32,485 Closed
DAS
200
Dynamic Advisor Solutions
Arizona
– -$1.13M -27,490 Closed