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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NF
176
Nikulski Financial
Iowa
$923K -$158K -2,230 -14%
BFC
177
Blue Fin Capital
Rhode Island
$917K +$38.3K +540 +4%
EWA
178
EP Wealth Advisors
California
$914K -$231K -3,260 -20%
LWP
179
Legacy Wealth Planning
Nevada
$905K +$940K +13,255 New
VCM
180
Virtue Capital Management
Tennessee
$870K -$125K -1,770 -12%
AFC
181
AFT Forsyth & Company
Florida
$870K +$21.3K +300 +2%
IIA
182
IPG Investment Advisors
California
$861K +$12.8K +180 +1%
MCM
183
Murphy Capital Management
New Jersey
$860K
US Bancorp
184
US Bancorp
Minnesota
$826K +$217K +3,055 +34%
RCA
185
Ranch Capital Advisors
Florida
$818K +$36.5K +515 +4%
JGC
186
J. Goldman & Co
New York
$801K -$2.2M -31,050 -73%
APA
187
American Portfolios Advisors
New York
$801K -$205K -2,885 -20%
KA
188
Kovack Advisors
Florida
$798K +$26.9K +380 +3%
WFA
189
Wellspring Financial Advisors
Ohio
$797K -$10.4M -146,375 -89%
WA
190
WBH Advisory
Maryland
$785K +$53.2K +750 +7%
JG
191
Jefferies Group
New York
$773K
PP
192
Professional Planning
California
$752K -$38.6K -545 -5%
SC
193
Scotia Capital
Ontario, Canada
$739K +$2.48K +35 +0.3%
WWM
194
Western Wealth Management
Colorado
$735K -$336K -4,735 -31%
HCIA
195
Hochman Cole Investment Advisors
Illinois
$734K
CAG
196
Csenge Advisory Group
Florida
$732K -$62.4K -880 -8%
PA
197
Pinnacle Associates
New York
$731K -$74.1K -1,045 -9%
WWM
198
WT Wealth Management
Arizona
$729K -$53.2K -750 -7%
PCM
199
Prelude Capital Management
New York
$717K +$744K +10,500 New
HIIFS
200
Harel Insurance Investments & Financial Services
Israel
$714K -$89.5M -1,262,350 -100%