We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
201
Western Wealth Management
Colorado
$763K +$313K +4,565 +70%
MMA
202
Miracle Mile Advisors
California
$759K +$51.8K +755 +7%
AI
203
Atom Investors
Texas
$740K +$736K +10,720 New
IP
204
Intellectus Partners
California
$724K -$137K -2,000 -16%
WA
205
WBH Advisory
Maryland
$718K – – –
EWA
206
EP Wealth Advisors
California
$712K -$44.6K -650 -6%
MWP
207
Madison Wealth Partners
Wisconsin
$710K +$161K +2,340 +29%
JEST
208
JTC Employer Solutions Trustee
Jersey
$695K – – –
AFS
209
Access Financial Services
Minnesota
$695K +$143K +2,080 +26%
CWM
210
Circle Wealth Management
New Jersey
$690K +$687K +10,000 New
PSF
211
Pacific Sun Financial
California
$686K +$34.3K +500 +5%
DWM
212
Dopkins Wealth Management
New York
$680K – – –
SIC
213
Salem Investment Counselors
North Carolina
$679K – – –
WWM
214
WT Wealth Management
Arizona
$670K -$8.58K -125 -1%
KNW
215
Kesler Norman & Wride
Utah
$654K -$5.63M -81,975 -90%
CAG
216
Csenge Advisory Group
Florida
$649K -$168K -2,440 -21%
WP
217
WealthShield Partners
North Carolina
$624K +$621K +9,045 New
SAM
218
Silphium Asset Management
United Kingdom
$621K +$618K +9,000 New
Vontobel Holding
219
Vontobel Holding
Switzerland
$618K -$8.93K -130 -1%
PC
220
Pecaut & Co
Iowa
$575K +$572K +8,335 New
CG
221
Caprock Group
Idaho
$568K – – –
B
222
Bailard
California
$565K +$274K +3,985 +95%
CTA
223
Colonial Trust Advisors
South Carolina
$556K -$145K -2,115 -21%
AFM
224
Abbot Financial Management
Massachusetts
$534K +$532K +7,740 New
ICM
225
Ionic Capital Management
New York
$517K +$515K +7,500 New