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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
201
Archer Investment Corporation
Indiana
$26K
RWA
202
Ropes Wealth Advisors
Massachusetts
$25K
CI
203
CX Institutional
Indiana
$22K -$1.5M -34,280 -98%
AIM
204
Axiom Investment Management
New York
$22K -$64.5K -1,475 -74%
Barclays
205
Barclays
United Kingdom
$21K -$6.2M -141,740 -100%
EWM
206
Elmwood Wealth Management
California
$21K -$5.47K -125 -20%
VNA
207
Valley National Advisers
Pennsylvania
$21K +$21.4K +490 New
CAC
208
Certified Advisory Corp
Florida
$20K
FHA
209
Flagship Harbor Advisors
Massachusetts
$20K
AF
210
Allworth Financial
California
$16K
CAL
211
Capital Analysts LLC
Pennsylvania
$16K
UBS AM
212
UBS AM
Illinois
$15.7K -$1.53K -35 -9%
SIAS
213
Shine Investment Advisory Services
Colorado
$13K +$12.9K +295 New
WEC
214
Winslow Evans & Crocker
Massachusetts
$12K
1IA
215
1834 Investment Advisors
Wisconsin
$11K
PK
216
Pflug Koory
Nebraska
$11K
BWL
217
Bogart Wealth LLC
Virginia
$10K
GRP
218
Global Retirement Partners
California
$10K +$219 +5 +2%
HI
219
Hudock Inc
Pennsylvania
$9K +$9.62K +220 New
WAS
220
Winch Advisory Services
Wisconsin
$2K
JCM
221
Julex Capital Management
Massachusetts
$2K +$1.31K +30 +150%
AA
222
Advisory Alpha
Michigan
$1.91K +$1.97K +45 New
William Blair & Company
223
William Blair & Company
Illinois
$1K
MAM
224
Meeder Asset Management
Ohio
$1K +$1.09K +25 New
SWP
225
Strategic Wealth Partners
Ohio
$49