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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
276
Valeo Financial Advisors
Indiana
$245K +$26.4K +540 +12%
LWA
277
Lenox Wealth Advisors
New York
$239K – – –
PAM
278
Premier Asset Management
Illinois
$238K -$1.37M -28,008 -85%
NFC
279
Northeast Financial Consultants
Connecticut
$235K – – –
LFAS
280
Level Four Advisory Services
Texas
$230K +$5.87K +120 +3%
CWM
281
Circle Wealth Management
New Jersey
$229K +$391 +8 +0.2%
CC
282
Courier Capital
New York
$228K – – –
EFSCE
283
Enterprise Financial Services Corp (EFSC)
Missouri
$225K – – –
EWM
284
Executive Wealth Management
Michigan
$225K +$152K +3,112 +218%
FGAM
285
Financial Gravity Asset Management
Texas
$223K -$208K -4,256 -49%
KPW
286
Kore Private Wealth
New York
$221K +$218K +4,460 New
CWM
287
Chesapeake Wealth Management
Virginia
$218K -$6.06K -124 -3%
BF
288
BOK Financial
Oklahoma
$218K – – –
WP
289
WMS Partners
Maryland
$218K – – –
CIC
290
Cornercap Investment Counsel
Georgia
$218K +$215K +4,404 New
CPIG
291
Chicago Partners Investment Group
Illinois
$212K +$391 +8 +0.2%
FIM
292
Frontier Investment Management
Texas
$211K – – –
AIM
293
Anchor Investment Management
South Carolina
$210K +$26.8K +548 +15%
FCH
294
Freestone Capital Holdings
Washington
$204K +$202K +4,132 New
TA
295
TFG Advisers
Michigan
$204K +$202K +4,140 New
SG
296
StoneX Group
New York
$203K +$200K +4,096 New
FPS
297
Fieldpoint Private Securities
Connecticut
$200K – – –
CF
298
Centaurus Financial
California
$198K -$2.14M -43,764 -92%
HPC
299
HM Payson & Co
Maine
$194K +$192K +3,920 New
RIA
300
Realta Investment Advisors
Delaware
$177K -$3.91K -80 -2%
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