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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
176
Leonard Rickey Investment Advisors
Washington
$228K -$23.2K -530 -9%
HIC
177
Holderness Investments Company
North Carolina
$224K -$16.4K -375 -7%
CB
178
Commerce Bank
Missouri
$214K
TWM
179
Torch Wealth Management
Ohio
$212K
CS
180
Comerica Securities
Michigan
$208K
SBSB
181
Sullivan, Bruyette, Speros & Blaney
Virginia
$208K
HTC
182
Haverford Trust Company
Pennsylvania
$207K
IFS
183
Ifrah Financial Services
Arkansas
$206K -$5.25K -120 -2%
DIA
184
Dana Investment Advisors
Wisconsin
$205K
RSWM
185
Robertson Stephens Wealth Management
California
$202K +$208K +4,765 New
PCM
186
Princeton Capital Management
New Jersey
$200K +$41.6K +950 +25%
CAM
187
CenterStar Asset Management
Illinois
$192K
Deutsche Bank
188
Deutsche Bank
Germany
$182K -$10.7M -245,700 -98%
IA
189
IFP Advisors
Florida
$132K +$137K +3,135 New
S
190
SignatureFD
Georgia
$108K +$112K +2,550 New
QT
191
Quantbot Technologies
New York
$95K +$98.2K +2,245 New
US Bancorp
192
US Bancorp
Minnesota
$82K -$55.8K -1,275 -39%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$68K
IF
194
Ironwood Financial
Arizona
$58K
HPC
195
HM Payson & Co
Maine
$51K
EWM
196
Endurance Wealth Management
Rhode Island
$48K +$49.9K +1,140 New
TFS
197
TrustCore Financial Services
Tennessee
$42K +$43.7K +1,000 New
AF
198
Advisornet Financial
Minnesota
$35K
PVH
199
Psagot Value Holdings
Israel
$35K +$35.9K +820 New
DAM
200
Delta Asset Management
Tennessee
$32K