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iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Modern Wealth Management
Kansas
$943K +$52.1K +608 +6%
KIA
202
KCM Investment Advisors
California
$937K
MWA
203
Muirfield Wealth Advisors
North Carolina
$934K -$51.7K -603 -5%
HVCM
204
Hel Ved Capital Management
Hong Kong
$930K -$1.11M -12,913 -55%
SMH
205
Sanders Morris Harris
Texas
$916K -$3.79M -44,260 -81%
OAM
206
Oppenheimer Asset Management
New York
$911K -$37K -432 -4%
GCA
207
Genesee Capital Advisors
New York
$906K +$225K +2,626 +35%
JEST
208
JTC Employer Solutions Trustee
Jersey
$903K
Barclays
209
Barclays
United Kingdom
$901K -$1.6M -18,718 -65%
HSBC Holdings
210
HSBC Holdings
United Kingdom
$894K -$857K -10,000 -50%
SF
211
Synovus Financial
Georgia
$892K -$351K -4,091 -29%
IP
212
Intellectus Partners
California
$887K
CFD
213
Creative Financial Designs
Indiana
$884K -$68.8K -802 -7%
MMA
214
Miracle Mile Advisors
California
$883K +$4.29K +50 +0.5%
GKWIM
215
Gerber Kawasaki Wealth & Investment Management
California
$851K
CW
216
CreativeOne Wealth
Kansas
$836K +$170K +1,982 +27%
WWM
217
WJ Wealth Management
Arizona
$827K
OCBCO
218
Oversea-Chinese Banking Corp (OCBC)
Singapore
$823K -$92.3K -1,077 -10%
PGFC
219
Peapack-Gladstone Financial Corp
New Jersey
$820K +$12K +140 +2%
CFA
220
Cahill Financial Advisors
Minnesota
$808K -$27K -315 -3%
KeyBank National Association
221
KeyBank National Association
Ohio
$804K -$22.2K -259 -3%
SIC
222
Sterling Investment Counsel
New York
$801K -$6.26K -73 -0.8%
YC
223
Yarbrough Capital
Tennessee
$799K
SIC
224
Salem Investment Counselors
North Carolina
$797K
YIH
225
Y-Intercept (HK)
Hong Kong
$796K +$763K +8,902 New