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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
226
Boston Family Office
Massachusetts
$953K – – –
RWP
227
RWA Wealth Partners
Massachusetts
$952K -$585K -7,322 -40%
DY
228
Dowling & Yahnke
California
$948K +$5.75K +72 +0.7%
PIMG
229
Patriot Investment Management Group
Tennessee
$945K – – –
TVAMP
230
Tennessee Valley Asset Management Partners
Tennessee
$944K +$442K +5,532 +99%
HTC
231
Haverford Trust Company
Pennsylvania
$943K – – –
5L
232
55I LLC
Massachusetts
$942K -$2.57M -32,119 -74%
FP
233
Financial Perspectives
Minnesota
$939K +$3.52K +44 +0.4%
MM
234
Meridian Management
Arkansas
$934K – – –
F
235
F3Logic
Minnesota
$931K -$64.6K -808 -7%
CFGS
236
Concourse Financial Group Securities
Alabama
$931K +$4.95K +62 +0.6%
RH
237
RFG Holdings
Texas
$927K +$871K +10,901 New
COCM
238
Charter Oak Capital Management
New Hampshire
$919K +$863K +10,802 New
MCM
239
Mainstay Capital Management
Michigan
$912K – – –
GT
240
Glenmede Trust
Pennsylvania
$909K +$18.2K +228 +2%
GFPC
241
Global Financial Private Client
Florida
$895K – – –
GCA
242
Genesee Capital Advisors
New York
$895K -$412K -5,153 -33%
AIFAIM
243
American Institute for Advanced Investment Management
Arizona
$883K – – –
CS
244
Comerica Securities
Michigan
$879K +$9.75K +122 +1%
HIA
245
Harbor Investment Advisory
Maryland
$876K -$79.9K -1,000 -9%
UCMOK
246
United Capital Management of KS
Kansas
$868K -$139K -1,734 -15%
EFS
247
Essex Financial Services
Connecticut
$862K +$554K +6,936 +217%
CCA
248
Conservest Capital Advisors
Pennsylvania
$858K -$70.3K -880 -8%
CI
249
CX Institutional
Indiana
$855K +$803K +10,050 New
CBA
250
Coastal Bridge Advisors
Connecticut
$841K – – –
8 9
10
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