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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
176
Edmond de Rothschild Holding
Switzerland
$1.19M +$316K +3,741 +37%
BCM
177
Bienville Capital Management
New York
$1.18M
SPIA
178
Steward Partners Investment Advisory
New York
$1.18M
CA
179
Clearstead Advisors
Ohio
$1.15M +$77.6K +920 +7%
CGL
180
Clarius Group LLC
Washington
$1.15M -$190K -2,250 -14%
MWM
181
Modern Wealth Management
Kansas
$1.14M +$1.12M +13,326 New
NCM
182
Novare Capital Management
North Carolina
$1.13M +$383K +4,535 +52%
QT
183
Quantbot Technologies
New York
$1.11M -$169K -2,000 -13%
PI
184
PEAK6 Investments
Illinois
$1.11M +$1.09M +12,965 +86,433%
KPWS
185
Kestra Private Wealth Services
Texas
$1.1M +$37.7K +447 +4%
GFPC
186
Global Financial Private Client
Florida
$1.07M +$276K +3,276 +35%
PCM
187
Parsons Capital Management
Rhode Island
$1.06M +$39.2K +465 +4%
HIIFS
188
Harel Insurance Investments & Financial Services
Israel
$1.05M -$138M -1,638,750 -99%
CIBC World Market
189
CIBC World Market
Ontario, Canada
$1.02M +$720K +8,532 +248%
BPGAM
190
BTG Pactual Global Asset Management
Bermuda
$984K +$285K +3,375 New
ES
191
Eagle Strategies
New York
$981K +$971K +11,507 New
HH
192
Hilltop Holdings
Texas
$967K -$1.69K -20 -0.2%
EAM
193
Evanson Asset Management
California
$957K +$84 +1 +0%
TW
194
TritonPoint Wealth
Maryland
$947K +$52.7K +625 +5%
CMANY
195
Capital Management Associates (New York)
New York
$938K
IA
196
IFG Advisory
Georgia
$919K +$44.2K +524 +5%
MWA
197
Muirfield Wealth Advisors
North Carolina
$918K -$15.6K -185 -2%
TCM
198
Triumph Capital Management
Colorado
$907K +$900K +10,670 New
AR
199
Apeiron RIA
Texas
$890K +$4.56K +54 +0.5%
JGC
200
J. Goldman & Co
New York
$884K +$875K +10,365 New