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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
201
Csenge Advisory Group
Florida
$935K +$11.1K +150 +1%
HH
202
Hilltop Holdings
Texas
$922K +$218K +2,950 +35%
SI
203
Stephens Inc
Arkansas
$920K +$326K +4,400 +63%
EAM
204
Evanson Asset Management
California
$911K
ASN
205
Advisory Services Network
Georgia
$900K
CMANY
206
Capital Management Associates (New York)
New York
$892K
MWA
207
Muirfield Wealth Advisors
North Carolina
$888K +$810K +10,950 New
OAM
208
Oppenheimer Asset Management
New York
$877K +$799K +10,805 New
BBVA
209
Banco Bilbao Vizcaya Argentaria
Spain
$875K -$30.7K -415 -4%
GVAG
210
Great Valley Advisor Group
Delaware
$849K +$774K +10,465 New
GKWIM
211
Gerber Kawasaki Wealth & Investment Management
California
$844K
AR
212
Apeiron RIA
Texas
$842K +$113K +1,525 +17%
GCA
213
Greenwood Capital Associates
South Carolina
$838K +$38.5K +520 +5%
IA
214
IFG Advisory
Georgia
$832K -$71K -960 -9%
NL
215
NVWM LLC
Pennsylvania
$831K -$104K -1,405 -12%
BRWA
216
B. Riley Wealth Advisors
Florida
$829K +$20.7K +280 +3%
EDRH
217
Edmond de Rothschild Holding
Switzerland
$825K
JEST
218
JTC Employer Solutions Trustee
Jersey
$825K
SMH
219
Sanders Morris Harris
Texas
$816K +$761K +10,280 New
IP
220
Intellectus Partners
California
$814K -$3.7K -50 -0.5%
HSBC Holdings
221
HSBC Holdings
United Kingdom
$811K
PGFC
222
Peapack-Gladstone Financial Corp
New Jersey
$810K +$49.9K +675 +7%
MMA
223
Miracle Mile Advisors
California
$797K +$327K +4,415 +82%
WP
224
WMS Partners
Maryland
$797K -$177K -2,390 -20%
SIC
225
Sterling Investment Counsel
New York
$789K -$59.2K -800 -8%