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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
226
Lake Street Private Wealth
Illinois
$1.15M -$86.7K -930 -7%
WA
227
Wealthstar Advisors
Texas
$1.15M +$1.08M +11,567 New
AF
228
Apexium Financial
Texas
$1.14M +$137K +1,472 +15%
CFGS
229
Concourse Financial Group Securities
Alabama
$1.14M -$10.3K -110 -1%
MA
230
Montag & Associates
Georgia
$1.13M -$18.7K -200 -2%
FP
231
Financial Perspectives
Minnesota
$1.12M -$91M -975,958 -99%
MAFM
232
Mid Atlantic Financial Management
Pennsylvania
$1.12M -$88.5K -949 -8%
BFO
233
Boston Family Office
Massachusetts
$1.11M – – –
GT
234
Glenview Trust
Kentucky
$1.11M – – –
RH
235
RFG Holdings
Texas
$1.11M +$71.1K +762 +7%
DY
236
Dowling & Yahnke
California
$1.11M -$5.13K -55 -0.5%
HTC
237
Haverford Trust Company
Pennsylvania
$1.1M – – –
PIMG
238
Patriot Investment Management Group
Tennessee
$1.09M – – –
MM
239
Meridian Management
Arkansas
$1.09M – – –
NFG
240
Next Financial Group
Texas
$1.08M +$41.1K +441 +4%
HPM
241
Hudson Portfolio Management
New York
$1.07M -$4.66K -50 -0.5%
ACP
242
Aviance Capital Partners
Florida
$1.07M -$14.6K -157 -1%
NF
243
Nikulski Financial
Iowa
$1.06M -$57.4K -616 -6%
RWP
244
RWA Wealth Partners
Massachusetts
$1.05M -$42K -450 -4%
GFPC
245
Global Financial Private Client
Florida
$1.05M – – –
CWM
246
Curi Wealth Management
North Carolina
$1.04M +$234K +2,506 +31%
GT
247
Glenmede Trust
Pennsylvania
$1.04M – – –
HIA
248
Harbor Investment Advisory
Maryland
$1.02M – – –
AIFAIM
249
American Institute for Advanced Investment Management
Arizona
$1.01M – – –
CBA
250
Coastal Bridge Advisors
Connecticut
$1.01M +$74.6K +800 +9%
8 9
10
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