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iShares US Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
226
SSI Investment Management
California
$4.81M -$1.13M -7,670 -19%
CSWG
227
Cardinal Strategic Wealth Guidance
Kentucky
$4.8M +$214K +1,456 +5%
Cerity Partners
228
Cerity Partners
New York
$4.8M +$1.21M +8,262 +35%
CWG
229
Crown Wealth Group
North Carolina
$4.79M -$2.11M -14,356 -31%
FAM
230
Forte Asset Management
New York
$4.78M +$419K +2,849 +10%
GL
231
Graypoint LLC
New York
$4.72M -$87.1K -592 -2%
MW
232
Maia Wealth
Colorado
$4.71M -$424K -2,884 -9%
FFS
233
Founders Financial Securities
Maryland
$4.66M -$35K -238 -0.8%
SL
234
SWMG LLC
Texas
$4.64M +$20.6K +140 +0.5%
ICMM
235
Integrated Capital Management (Michigan)
Michigan
$4.62M +$4.48M +30,483 New
PJSIMP
236
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.6M +$4.46M +30,314 New
CL
237
Choreo LLC
Illinois
$4.57M -$99.1K -674 -2%
FFWA
238
Forthright Family Wealth Advisory
Texas
$4.56M -$418K -2,844 -9%
MWS
239
Maxwell Wealth Strategies
California
$4.54M +$212K +1,439 +5%
EL
240
EWA LLC
Pennsylvania
$4.46M -$405K -2,754 -9%
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$4.4M -$77.1K -524 -2%
JIP
242
Jaffetilchin Investment Partners
Florida
$4.34M +$98.8K +672 +2%
AWE
243
Avidian Wealth Enterprises
Texas
$4.33M +$70.6K +480 +2%
TPWA
244
TRUE Private Wealth Advisors
Oregon
$4.33M -$958K -6,512 -19%
IA
245
IFG Advisory
Georgia
$4.32M -$467K -3,174 -10%
BBWP
246
Beacon Bridge Wealth Partners
Pennsylvania
$4.3M +$832K +5,659 +25%
BHWM
247
Bay Harbor Wealth Management
Maryland
$4.28M +$7.35K +50 +0.2%
RG
248
Rathbones Group
United Kingdom
$4.25M +$68.5K +466 +2%
MBT
249
Montecito Bank & Trust
California
$4.25M +$735 +5 +0%
AssetMark Inc
250
AssetMark Inc
California
$4.19M +$305K +2,077 +8%