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iShares Global Tech ETF
IXN

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
226
Private Portfolio Partners
New Jersey
$658K -$178K -3,081 -21%
CWM
227
C2C Wealth Management
Arizona
$655K -$19.1K -330 -3%
UCFA
228
United Capital Financial Advisors
Texas
$654K -$20.6K -357 -3%
E
229
ETFidea
New York
$648K -$67.3K -1,165 -9%
AA
230
Aire Advisors
California
$646K +$115 +2 +0%
SWP
231
Summit Wealth Partners
Florida
$644K -$73K -1,264 -10%
MFW
232
Meristem Family Wealth
Minnesota
$635K – – –
FIM
233
Freedom Investment Management
Connecticut
$629K -$190K -3,287 -23%
MIA
234
MMBG Investment Advisors
Florida
$620K – – –
IA
235
IFG Advisory
Georgia
$613K +$10.3K +178 +2%
BMA
236
Brooks Moore & Associates
Tennessee
$609K -$86.6K -1,500 -13%
CAG
237
Csenge Advisory Group
Florida
$592K +$537K +9,302 +1,026%
LF
238
Lantz Financial
Illinois
$588K -$83.9K -1,453 -13%
MIH
239
Meitav Investment House
Israel
$582K -$31.5K -546 -5%
KWA
240
KCS Wealth Advisory
California
$568K -$20.8K -360 -4%
DADC
241
D.A. Davidson & Co
Montana
$566K – – –
PCG
242
Private Capital Group
Connecticut
$558K -$135K -2,344 -20%
OBWG
243
Onyx Bridge Wealth Group
New York
$537K -$2.02K -35 -0.3%
SI
244
Stephens Inc
Arkansas
$529K -$6.93K -120 -1%
CW
245
CreativeOne Wealth
Kansas
$528K -$337K -5,834 -39%
SWA
246
Strategies Wealth Advisors
Michigan
$528K +$58 +1 +0%
IF
247
Intrua Financial
Texas
$524K -$113K -1,955 -18%
EHC
248
Everett Harris & Co
California
$518K +$14.2K +246 +3%
KCA
249
Karn Couzens & Associates
Connecticut
$509K -$808 -14 -0.2%
RCM
250
Raleigh Capital Management
North Carolina
$506K +$504K +8,722 New
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10
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