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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AR
201
Apeiron RIA
Texas
$936K +$27.8K +338 +3%
CFD
202
Creative Financial Designs
Indiana
$930K +$50.9K +620 +6%
OAM
203
Oppenheimer Asset Management
New York
$923K +$130K +1,585 +18%
KIA
204
KCM Investment Advisors
California
$911K +$10.7K +130 +1%
Wolverine Trading
205
Wolverine Trading
Illinois
$903K +$854K +10,396 New
OCBCO
206
Oversea-Chinese Banking Corp (OCBC)
Singapore
$894K +$142K +1,723 +20%
JEST
207
JTC Employer Solutions Trustee
Jersey
$877K
New York State Common Retirement Fund
208
New York State Common Retirement Fund
New York
$874K +$826K +10,058 New
CIC
209
Carnegie Investment Counsel
Ohio
$867K +$139K +1,693 +20%
MWM
210
Modern Wealth Management
Kansas
$864K -$278K -3,379 -25%
IP
211
Intellectus Partners
California
$863K
MA
212
Mutual Advisors
Nebraska
$858K -$512K -6,232 -38%
PCS
213
Personal CFO Solutions
New Jersey
$854K +$550K +6,700 +214%
MMA
214
Miracle Mile Advisors
California
$854K
DC
215
Davenport & Co
Virginia
$847K +$61.2K +745 +8%
RG
216
Rathbones Group
United Kingdom
$830K +$784K +9,550 New
GKWIM
217
Gerber Kawasaki Wealth & Investment Management
California
$828K -$51.3K -625 -6%
CFA
218
Cahill Financial Advisors
Minnesota
$813K
PSF
219
Pacific Sun Financial
California
$813K -$411 -5 -0.1%
KW
220
KWB Wealth
California
$810K
KeyBank National Association
221
KeyBank National Association
Ohio
$805K
WWM
222
WJ Wealth Management
Arizona
$804K
SIC
223
Sterling Investment Counsel
New York
$785K +$82 +1 +0%
PGFC
224
Peapack-Gladstone Financial Corp
New Jersey
$785K -$4.93K -60 -0.7%
YC
225
Yarbrough Capital
Tennessee
$777K