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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
226
Montz Harcus Wealth Management
Louisiana
$1.03M +$1.06K +12 +0.1%
TWP
227
Tempus Wealth Planning
California
$1.03M +$885 +10 +0.1%
GLLW
228
Graves Light Lenhart Wealth
Virginia
$1.02M – – –
CWA
229
Canvas Wealth Advisors
Kansas
$1.02M -$18.8K -212 -2%
RJT
230
Raymond James Trust
Florida
$1.01M -$69.9K -790 -6%
PWP
231
Principle Wealth Partners
Connecticut
$1.01M – – –
MCM
232
MAI Capital Management
Ohio
$995K +$40.2K +454 +4%
OMC
233
Old Mission Capital
Illinois
$985K +$1.09M +12,326 New
PP
234
Patten & Patten
Tennessee
$984K -$22.1K -250 -2%
HTC
235
Haverford Trust Company
Pennsylvania
$981K +$106K +1,200 +11%
KJWM
236
Kiley Juergens Wealth Management
Washington
$970K +$1.07M +12,144 New
FNT
237
First National Trust
Pennsylvania
$969K – – –
IWA
238
IBEX Wealth Advisors
New Jersey
$961K -$38.2K -432 -3%
CS
239
Credit Suisse
Switzerland
$960K +$1.06M +12,017 New
BFA
240
Bragg Financial Advisors
North Carolina
$956K – – –
SCG
241
Sonata Capital Group
Washington
$956K – – –
PCM
242
Poehling Capital Management
Wisconsin
$939K -$40.3K -455 -4%
JIC
243
Joel Isaacson & Co
New York
$932K – – –
NA
244
Navellier & Associates
Nevada
$929K -$12.9K -146 -1%
FP
245
Financial Perspectives
Minnesota
$929K +$89 +1 +0%
RIA
246
Regal Investment Advisors
Michigan
$926K -$16.6K -188 -2%
HWA
247
HCR Wealth Advisors
California
$919K -$103K -1,164 -9%
EFS
248
Essex Financial Services
Connecticut
$915K – – –
WA
249
Wealthstar Advisors
Texas
$897K +$354 +4 +0%
MWM
250
Maltin Wealth Management
New Jersey
$894K -$1.5K -17 -0.2%
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10
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