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iShares Global Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$343K +$167K +2,851 +89%
FHC
252
First Heartland Consultants
Missouri
$343K +$355K +6,061 New
CWM
253
Cornerstone Wealth Management
Missouri
$341K -$16.3K -279 -4%
KTA
254
Keeley-Teton Advisors
Illinois
$340K +$351K +6,000 New
VC
255
Vicus Capital
Pennsylvania
$338K +$117 +2 +0%
Principal Financial Group
256
Principal Financial Group
Iowa
$335K +$101K +1,726 +41%
GVAG
257
Great Valley Advisor Group
Delaware
$332K +$4.33K +74 +1%
SIM
258
Stratos Investment Management
Ohio
$329K +$340K +5,812 New
AFAS
259
Acorn Financial Advisory Services
Virginia
$328K +$19K +325 +6%
AFPL
260
Advus Financial Partners, LLC
Florida
$326K +$297K +5,070 New
BWM
261
Baystate Wealth Management
Massachusetts
$324K +$236K +4,037 +240%
GP
262
Geneva Partners
Wisconsin
$322K +$332K +5,680 New
PWA
263
Physician Wealth Advisors
Utah
$320K -$1.57M -26,877 -83%
IFG
264
Independent Financial Group
California
$319K -$34.4K -588 -9%
PPA
265
Parametric Portfolio Associates
Washington
$315K +$53.6K +915 +20%
CAS
266
Cascadia Advisory Services
Oregon
$313K +$323K +5,523 New
SG
267
StoneX Group
New York
$310K +$18.4K +315 +6%
TNB
268
Thomasville National Bank
Georgia
$308K
VC
269
Veracity Capital
Georgia
$307K +$317K +5,417 New
PA
270
PFG Advisors
Arizona
$302K -$135K -2,312 -30%
CA
271
Continuum Advisory
Idaho
$300K +$69.4K +1,186 +29%
FA
272
FDx Advisors
Illinois
$300K +$310K +5,301 New
LWP
273
Lumature Wealth Partners
Georgia
$299K -$6.09K -104 -2%
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$298K -$1.63M -27,875 -84%
BWM
275
BCGM Wealth Management
Indiana
$298K -$1.53M -26,183 -84%