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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
201
SevenBridge Financial Group
Pennsylvania
$71K
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$70K +$15.2K +355 +28%
IF
203
Ironwood Financial
Arizona
$60K
HPC
204
HM Payson & Co
Maine
$53K +$51.9K +1,210 New
SWP
205
Strategic Wealth Partners
Ohio
$51K
AF
206
Advisornet Financial
Minnesota
$36K +$7.07K +165 +25%
PGAM
207
Princeton Global Asset Management
New Jersey
$36K +$35.4K +825 New
DSC
208
Duncker Streett & Co
Missouri
$33K
DAM
209
Delta Asset Management
Tennessee
$33K +$32.1K +750 New
EWM
210
Elmwood Wealth Management
California
$27K -$20.1K -470 -43%
AIC
211
Archer Investment Corporation
Indiana
$27K
YWP
212
YorkBridge Wealth Partners
New York
$27K
RWA
213
Ropes Wealth Advisors
Massachusetts
$26K
BWM
214
BerganKDV Wealth Management
Minnesota
$22K
CAC
215
Certified Advisory Corp
Florida
$21K +$20.6K +480 New
FHA
216
Flagship Harbor Advisors
Massachusetts
$20K -$25.5K -595 -56%
UBS AM
217
UBS AM
Illinois
$17.7K
CAL
218
Capital Analysts LLC
Pennsylvania
$17K
AF
219
Allworth Financial
California
$16K
LWM
220
Liberty Wealth Management
California
$15K +$15K +350 New
PK
221
Pflug Koory
Nebraska
$12K
WEC
222
Winslow Evans & Crocker
Massachusetts
$12K
1IA
223
1834 Investment Advisors
Wisconsin
$11K +$11.1K +260 New
GRP
224
Global Retirement Partners
California
$10K -$9.43K -220 -48%
BWL
225
Bogart Wealth LLC
Virginia
$10K