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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
176
Chatham Capital Group
Georgia
$1.18M – – –
RJT
177
Raymond James Trust
Florida
$1.18M -$43.1K -595 -4%
KPWS
178
Kestra Private Wealth Services
Texas
$1.15M +$13K +180 +1%
LWP
179
Legacy Wealth Planning
Nevada
$1.14M +$97.1K +1,340 +10%
LIA
180
LBMC Investment Advisors
Tennessee
$1.14M +$1.06M +14,565 New
JGC
181
J. Goldman & Co
New York
$1.11M +$178K +2,460 +21%
CNBTD
182
Citizens National Bank Trust Department
Mississippi
$1.1M -$370K -5,100 -26%
NL
183
NVWM LLC
Pennsylvania
$1.09M +$18.8K +260 +2%
BFC
184
Blue Fin Capital
Rhode Island
$1.07M +$23.9K +330 +2%
HSA
185
HBK Sorce Advisory
Pennsylvania
$1.06M -$31.5K -435 -3%
AFC
186
AFT Forsyth & Company
Florida
$1.04M +$44.9K +620 +5%
NF
187
Nikulski Financial
Iowa
$1.03M -$37.7K -520 -4%
SF
188
Synovus Financial
Georgia
$1M +$931K +12,840 New
MCM
189
Murphy Capital Management
New Jersey
$982K – – –
EWA
190
EP Wealth Advisors
California
$981K -$58K -800 -6%
SPIA
191
Steward Partners Investment Advisory
New York
$940K -$205K -2,830 -19%
WA
192
WBH Advisory
Maryland
$935K – – –
CAG
193
Csenge Advisory Group
Florida
$924K +$129K +1,775 +18%
MFS
194
Mirabella Financial Services
United Kingdom
$889K -$1.89M -26,030 -70%
VCM
195
Virtue Capital Management
Tennessee
$855K -$129K -1,775 -14%
HCIA
196
Hochman Cole Investment Advisors
Illinois
$838K – – –
NFG
197
Next Financial Group
Texas
$836K +$21K +290 +3%
Deutsche Bank
198
Deutsche Bank
Germany
$828K +$203K +2,800 +36%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$820K +$546K +7,530 +253%
PP
200
Professional Planning
California
$817K -$38.8K -535 -5%