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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
201
KCM Investment Advisors
California
$883K -$177K -2,100 -17%
RPGK
202
Retirement Planning Group (Kansas)
Kansas
$869K +$860K +10,188 New
GKWIM
203
Gerber Kawasaki Wealth & Investment Management
California
$865K -$21.1K -250 -2%
JEST
204
JTC Employer Solutions Trustee
Jersey
$863K
CFD
205
Creative Financial Designs
Indiana
$859K +$70.3K +833 +9%
HSBC Holdings
206
HSBC Holdings
United Kingdom
$853K
IP
207
Intellectus Partners
California
$847K -$8.44K -100 -1%
MMA
208
Miracle Mile Advisors
California
$838K +$84 +1 +0%
UCFA
209
United Capital Financial Advisors
Texas
$824K -$310K -3,676 -28%
MCM
210
MAI Capital Management
Ohio
$816K -$10.5K -125 -1%
DF
211
Dunhill Financial
United Kingdom
$814K +$806K +9,550 New
AF
212
Apollon Financial
South Carolina
$814K +$16.9K +200 +2%
KW
213
KWB Wealth
California
$810K +$802K +9,502 New
PSF
214
Pacific Sun Financial
California
$798K -$4.22K -50 -0.5%
CFA
215
Cahill Financial Advisors
Minnesota
$798K -$361K -4,282 -31%
KeyBank National Association
216
KeyBank National Association
Ohio
$790K -$5.57K -66 -0.7%
WWM
217
WJ Wealth Management
Arizona
$789K
MS
218
Maven Securities
Jersey
$776K -$2.54M -30,044 -77%
PGFC
219
Peapack-Gladstone Financial Corp
New Jersey
$775K -$76K -900 -9%
WP
220
WMS Partners
Maryland
$774K -$63.3K -750 -8%
OAM
221
Oppenheimer Asset Management
New York
$771K -$149K -1,765 -16%
SIC
222
Sterling Investment Counsel
New York
$770K -$57.8K -685 -7%
WA
223
WBH Advisory
Maryland
$768K -$47.2K -559 -6%
DC
224
Davenport & Co
Virginia
$768K
CAG
225
Csenge Advisory Group
Florida
$764K -$217K -2,569 -22%