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iShares Global Tech ETF
IXN

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
226
CreativeOne Wealth
Kansas
$510K -$4.45M -75,967 -89%
JIP
227
Jaffetilchin Investment Partners
Florida
$507K -$521K -8,909 -50%
GWM
228
Geneos Wealth Management
Colorado
$506K -$61.5K -1,050 -11%
EHC
229
Everett Harris & Co
California
$492K +$117 +2 +0%
DC
230
Davenport & Co
Virginia
$491K +$269K +4,588 +112%
GSWM
231
Golden State Wealth Management
California
$485K +$38.5K +658 +8%
KCA
232
Karn Couzens & Associates
Connecticut
$484K +$24.6K +420 +5%
HI
233
Harbour Investments
Wisconsin
$481K +$51.9K +887 +12%
HIM
234
Hanlon Investment Management
New Jersey
$476K +$278K +4,742 +129%
IA
235
IFG Advisory
Georgia
$447K +$12.6K +215 +3%
MMA
236
Miracle Mile Advisors
California
$422K +$436K +7,452 New
WA
237
WealthTrust Axiom
Pennsylvania
$418K – – –
APC
238
Aspire Private Capital
North Carolina
$412K -$47.7K -815 -10%
GLLW
239
Graves Light Lenhart Wealth
Virginia
$409K – – –
FTA
240
Financial & Tax Architects
Missouri
$408K +$421K +7,195 New
SP
241
Successful Portfolios
Florida
$407K +$90K +1,537 +27%
CFG
242
Cooper Financial Group
California
$403K +$416K +7,109 New
KFS
243
Kelly Financial Services
Massachusetts
$388K +$211K +3,605 +111%
EFS
244
Essex Financial Services
Connecticut
$382K +$117 +2 +0%
QPWM
245
Quadrant Private Wealth Management
Pennsylvania
$374K +$136K +2,315 +54%
EM
246
Excalibur Management
Massachusetts
$364K – – –
PWP
247
Personal Wealth Partners
Minnesota
$363K – – –
IWM
248
IHT Wealth Management
Illinois
$359K -$70.2K -1,200 -16%
VAS
249
Vestmark Advisory Solutions
Massachusetts
$358K +$369K +6,311 New
WCM
250
Windsor Capital Management
Arizona
$356K – – –
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