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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
276
Hudson Portfolio Management
New York
$1.1M +$1.53K +15 +0.1%
RSWM
277
Robertson Stephens Wealth Management
California
$1.1M -$19.9K -195 -2%
RWP
278
RWA Wealth Partners
Massachusetts
$1.09M – – –
GFPC
279
Global Financial Private Client
Florida
$1.08M – – –
TW
280
TrinityPoint Wealth
Connecticut
$1.08M +$110K +1,073 +11%
VA
281
Valmark Advisers
Ohio
$1.08M -$115K -1,130 -10%
GT
282
Glenmede Trust
Pennsylvania
$1.08M – – –
PIMG
283
Patriot Investment Management Group
Tennessee
$1.06M – – –
IWC
284
Integrated Wealth Concepts
Massachusetts
$1.06M +$222K +2,173 +27%
SOS
285
Silver Oak Securities
Tennessee
$1.06M +$1.11M +10,826 New
PNC
286
Park National Corp
Ohio
$1.05M -$660K -6,460 -39%
FHC
287
First Heartland Consultants
Missouri
$1.04M – – –
AIFAIM
288
American Institute for Advanced Investment Management
Arizona
$1.02M – – –
FANJ
289
Financial Architects (New Jersey)
New Jersey
$1.02M +$204 +2 +0%
AWM
290
Apollon Wealth Management
South Carolina
$1.01M -$247K -2,423 -20%
BIC
291
Beach Investment Counsel
Pennsylvania
$1.01M – – –
C1AG
292
Client 1st Advisory Group
Florida
$1.01M +$47.3K +463 +5%
GFP
293
Gryphon Financial Partners
Ohio
$998K +$306 +3 +0%
NF
294
Nikulski Financial
Iowa
$985K -$66.2K -648 -6%
RC
295
RegentAtlantic Capital
New Jersey
$985K +$102 +1 +0%
SWA
296
Stratos Wealth Advisors
Ohio
$984K -$326K -3,191 -25%
AWE
297
Avidian Wealth Enterprises
Texas
$973K -$65.2K -639 -6%
TLFA
298
True Link Financial Advisors
California
$972K -$1.73M -16,958 -64%
PPA
299
Parametric Portfolio Associates
Washington
$967K +$510K +4,991 +114%
WWP
300
WR Wealth Planners
Missouri
$961K +$952K +9,327 New
10 11
12
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