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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
226
Canvas Wealth Advisors
Kansas
$1.02M -$18.8K -212 -2%
RJT
227
Raymond James Trust
Florida
$1.01M -$69.9K -790 -6%
PWP
228
Principle Wealth Partners
Connecticut
$1.01M – – –
MCM
229
MAI Capital Management
Ohio
$995K +$40.2K +454 +4%
OMC
230
Old Mission Capital
Illinois
$985K +$1.09M +12,326 New
PP
231
Patten & Patten
Tennessee
$984K -$22.1K -250 -2%
HTC
232
Haverford Trust Company
Pennsylvania
$981K +$106K +1,200 +11%
KJWM
233
Kiley Juergens Wealth Management
Washington
$970K +$1.07M +12,144 New
FNT
234
First National Trust
Pennsylvania
$969K – – –
IWA
235
IBEX Wealth Advisors
New Jersey
$961K -$38.2K -432 -3%
CS
236
Credit Suisse
Switzerland
$960K +$1.06M +12,017 New
BFA
237
Bragg Financial Advisors
North Carolina
$956K – – –
SCG
238
Sonata Capital Group
Washington
$956K – – –
PCM
239
Poehling Capital Management
Wisconsin
$939K -$40.3K -455 -4%
JIC
240
Joel Isaacson & Co
New York
$932K – – –
NA
241
Navellier & Associates
Nevada
$929K -$12.9K -146 -1%
FP
242
Financial Perspectives
Minnesota
$929K +$89 +1 +0%
RIA
243
Regal Investment Advisors
Michigan
$926K -$16.6K -188 -2%
HWA
244
HCR Wealth Advisors
California
$919K -$103K -1,164 -9%
EFS
245
Essex Financial Services
Connecticut
$915K – – –
WA
246
Wealthstar Advisors
Texas
$897K +$354 +4 +0%
MWM
247
Maltin Wealth Management
New Jersey
$894K -$1.5K -17 -0.2%
SWM
248
Spire Wealth Management
Virginia
$888K -$864K -9,765 -47%
AFWM
249
AMJ Financial Wealth Management
Virginia
$878K -$116K -1,310 -11%
GT
250
Glenview Trust
Kentucky
$878K – – –
8 9
10
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