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iShares Global Tech ETF
IXN

Name Holding Trade Value Shares
Change 		Change in
Stake
SCFS
251
S.C. Financial Services
Arizona
$572K +$574K +9,350 New
GWM
252
Geneos Wealth Management
Colorado
$571K – – –
KCA
253
Karn Couzens & Associates
Connecticut
$566K +$14.8K +241 +3%
EHC
254
Everett Harris & Co
California
$560K – – –
ETIA
255
Epic Trust Investment Advisors
Washington
$538K +$513K +8,357 New
GFPC
256
Global Financial Private Client
Florida
$532K -$153K -2,490 -23%
CA
257
Cornerstone Advisory
Maryland
$526K +$184K +3,000 +58%
APA
258
American Portfolios Advisors
New York
$512K +$275K +4,483 +129%
QPWM
259
Quadrant Private Wealth Management
Pennsylvania
$481K +$53.7K +874 +13%
T
260
TRUADVICE
Florida
$476K -$198K -3,218 -29%
CFG
261
Cooper Financial Group
California
$476K +$17.8K +289 +4%
WA
262
WealthTrust Axiom
Pennsylvania
$475K – – –
GLLW
263
Graves Light Lenhart Wealth
Virginia
$465K – – –
WIA
264
World Investment Advisors
California
$459K -$355K -5,778 -42%
C
265
CEDRUS
Colorado
$452K +$431K +7,013 New
SAM
266
Strategy Asset Managers
California
$439K -$757K -12,316 -64%
EFS
267
Essex Financial Services
Connecticut
$436K +$2.7K +44 +0.7%
PWP
268
Personal Wealth Partners
Minnesota
$412K – – –
IWM
269
IHT Wealth Management
Illinois
$409K +$922 +15 +0.2%
EM
270
Excalibur Management
Massachusetts
$407K -$6.14K -100 -2%
WCM
271
Windsor Capital Management
Arizona
$405K – – –
APC
272
Aspire Private Capital
North Carolina
$395K -$69.7K -1,134 -16%
SP
273
Successful Portfolios
Florida
$392K -$67.5K -1,098 -15%
PCA
274
Personal Capital Advisors
California
$389K +$395K +6,427 New
CRI
275
Colonial River Investments
Virginia
$387K +$369K +6,006 New
9 10
11
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