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iShares Global Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
301
Truvestments Capital
Florida
$150K
AA
302
Ancora Advisors
Ohio
$133K +$24.7K +534 +25%
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$129K +$98.5K +2,130 +473%
WEC
304
Winslow Evans & Crocker
Massachusetts
$127K +$118K +2,544 New
CF
305
Centaurus Financial
California
$117K -$1.11K -24 -1%
KFI
306
Key Financial Inc
Pennsylvania
$113K +$105K +2,262 New
FPS
307
Fieldpoint Private Securities
Connecticut
$105K +$97.1K +2,100 New
CA
308
Clearstead Advisors
Ohio
$96K
RG
309
Retirement Group
California
$88K +$3.61K +78 +5%
Kayne Anderson Rudnick Investment Management
310
Kayne Anderson Rudnick Investment Management
California
$84K
JCM
311
Jacobi Capital Management
Pennsylvania
$70K -$1.11K -24 -2%
CFD
312
Creative Financial Designs
Indiana
$68K
CWA
313
Clearview Wealth Advisors
Oregon
$67K +$61.6K +1,332 New
BWM
314
Baystate Wealth Management
Massachusetts
$65K +$58.8K +1,272 +5,300%
CTC
315
Central Trust Company
Missouri
$63K
ADIM
316
Alpha DNA Investment Management
Maryland
$63K +$59.1K +1,278 New
SFA
317
Stewardship Financial Advisors
Georgia
$60K
First Manhattan
318
First Manhattan
New York
$57K
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$54K -$555 -12 -1%
APA
320
American Portfolios Advisors
New York
$50.4K -$4.72K -102 -9%
AF
321
Affiance Financial
Minnesota
$49K
MA
322
MUFG Americas
New York
$47K
JWM
323
Janiczek Wealth Management
Colorado
$45K
TFS
324
TrustCore Financial Services
Tennessee
$45K +$832 +18 +2%
VFA
325
Valeo Financial Advisors
Indiana
$44K -$120K -2,598 -75%