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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
301
WMS Partners
Maryland
$225K – – –
GIA
302
Gladstone Institutional Advisory
Florida
$224K -$105K -1,812 -29%
BF
303
BOK Financial
Oklahoma
$224K – – –
VWA
304
V Wealth Advisors
Kansas
$223K -$40.8K -704 -14%
SIC
305
Samalin Investment Counsel
New York
$223K -$34.8K -600 -12%
EWM
306
Executive Wealth Management
Michigan
$220K +$12.3K +212 +5%
LFAS
307
Level Four Advisory Services
Texas
$219K -$10.9K -188 -4%
FIM
308
Frontier Investment Management
Texas
$218K – – –
FA
309
Fortis Advisors
Pennsylvania
$212K +$240K +4,144 New
BFEC
310
Benjamin F. Edwards & Company
Missouri
$206K -$26.4K -456 -10%
AP
311
Advisor Partners
California
$206K -$20.6K -356 -8%
DADC
312
D.A. Davidson & Co
Montana
$206K +$232 +4 +0.1%
PGFC
313
Peapack-Gladstone Financial Corp
New Jersey
$204K – – –
NGA
314
Naples Global Advisors
Florida
$204K +$11.6K +200 +5%
BFC
315
Blue Fin Capital
Rhode Island
$203K +$231K +3,980 New
CWM
316
Chesapeake Wealth Management
Virginia
$202K -$14.4K -248 -6%
SFS
317
Sowell Financial Services
Arkansas
$194K -$694K -11,976 -76%
FRA
318
Front Row Advisors
California
$185K – – –
AIM
319
Anchor Investment Management
South Carolina
$175K -$3.71K -64 -2%
OPS
320
Orion Portfolio Solutions
Nebraska
$170K -$119K -2,056 -38%
CF
321
Centaurus Financial
California
$168K -$140K -2,412 -42%
BWA
322
BDO Wealth Advisors
Florida
$168K +$38.7K +668 +25%
CWC
323
Carolinas Wealth Consulting
North Carolina
$166K +$141K +2,440 +296%
ADL
324
Asset Dedication LLC
California
$164K – – –
RCA
325
Ranch Capital Advisors
Florida
$143K – – –
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13
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