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iShares Global Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
226
UBS AM
Illinois
$642K -$768K -7,272 -53%
MYIA
227
Mount Yale Investment Advisors
Colorado
$637K +$674K +6,376 New
WCM
228
Windsor Capital Management
Arizona
$630K
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$620K +$86.8K +822 +15%
PWA
230
Physician Wealth Advisors
Utah
$620K +$33.1K +313 +5%
UPS
231
UHLMANN PRICE SECURITIES
Illinois
$614K +$634K +6,000 New
EWA
232
Exencial Wealth Advisors
Oklahoma
$610K +$645K +6,104 New
VAS
233
Vestmark Advisory Solutions
Massachusetts
$607K +$642K +6,074 New
PTP
234
Platform Technology Partners
New York
$601K +$636K +6,016 New
GI
235
GAMCO Investors
Connecticut
$600K
CA
236
Clearstead Advisors
Ohio
$598K +$106 +1 +0%
WDL
237
Well Done LLC
Michigan
$594K
OC
238
Oppenheimer & Co
New York
$593K +$89.4K +846 +17%
RWP
239
RWA Wealth Partners
Massachusetts
$587K
PAMG
240
Patton Albertson Miller Group
Tennessee
$583K -$15.7K -149 -2%
TWC
241
TD Waterhouse Canada
Ontario, Canada
$582K +$562K +5,322 +1,188%
JIP
242
Jaffetilchin Investment Partners
Florida
$582K -$528 -5 -0.1%
PWMAG
243
Pinnacle Wealth Management Advisory Group
New Jersey
$563K +$360K +3,407 +153%
IC
244
IEQ Capital
California
$558K
AWA
245
Arkadios Wealth Advisors
Georgia
$554K +$16.9K +160 +3%
KIA
246
KCM Investment Advisors
California
$552K +$97.4K +922 +20%
BCM
247
Buckhead Capital Management
Georgia
$543K
GWANC
248
Guardian Wealth Advisors (North Carolina)
North Carolina
$542K -$2.96K -28 -0.5%
SS
249
SBI Securities
Japan
$535K -$10.5K -99 -2%
GAG
250
Goodman Advisory Group
Massachusetts
$534K +$564K +5,342 New