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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$1.25M -$39.2K -470 -3%
PA
177
Parallel Advisors
California
$1.25M -$70.1K -840 -5%
CCG
178
Chatham Capital Group
Georgia
$1.25M
AFC
179
AFT Forsyth & Company
Florida
$1.24M +$135K +1,615 +12%
PA
180
Pinnacle Associates
New York
$1.21M -$58.5K -700 -4%
SPIA
181
Steward Partners Investment Advisory
New York
$1.19M +$110K +1,315 +10%
GDP
182
Great Diamond Partners
Maine
$1.13M +$1.18M +14,185 New
BFC
183
Blue Fin Capital
Rhode Island
$1.13M +$32.6K +390 +3%
MCM
184
MAI Capital Management
Ohio
$1.13M +$902K +10,805 +321%
QT
185
Quantbot Technologies
New York
$1.12M -$317K -3,800 -21%
NFG
186
Next Financial Group
Texas
$1.11M +$290K +3,475 +33%
NL
187
NVWM LLC
Pennsylvania
$1.09M +$58.5K +700 +5%
TCMP
188
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.08M +$1.13M +13,545 New
HSA
189
HBK Sorce Advisory
Pennsylvania
$1.08M -$10.4K -125 -0.9%
SF
190
Synovus Financial
Georgia
$1.05M -$37.6K -450 -3%
NF
191
Nikulski Financial
Iowa
$1.04M -$107K -1,280 -9%
LIA
192
LBMC Investment Advisors
Tennessee
$1.04M -$187M -2,245,020 -99%
EDRH
193
Edmond de Rothschild Holding
Switzerland
$1.02M +$1.05M +12,580 +4,338%
IP
194
Intellectus Partners
California
$994K -$228K -2,730 -18%
MCM
195
Murphy Capital Management
New Jersey
$994K
APA
196
American Portfolios Advisors
New York
$967K +$61K +730 +6%
CS
197
Credit Suisse
Switzerland
$943K -$1.06M -12,680 -52%
TI
198
Tidal Investments
Wisconsin
$943K +$990K +11,860 New
CAG
199
Csenge Advisory Group
Florida
$924K -$25.1K -300 -2%
Neuberger Berman Group
200
Neuberger Berman Group
New York
$924K +$970K +11,620 New