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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
301
Wealthspire Advisors (New York)
New York
$642K +$385K +4,348 +118%
CBA
302
Coastal Bridge Advisors
Connecticut
$638K – – –
TLFA
303
True Link Financial Advisors
California
$636K -$131K -1,480 -16%
KWM
304
Keebeck Wealth Management
Illinois
$629K +$696K +7,869 New
TW
305
Transform Wealth
Colorado
$628K +$31.5K +356 +5%
WS
306
Wedbush Securities
California
$626K +$142K +1,607 +26%
BCM
307
Brookstone Capital Management
Illinois
$616K -$25.7K -290 -4%
WAS
308
WESPAC Advisors SoCal
California
$614K – – –
CWM
309
Cornerstone Wealth Management
Missouri
$601K -$108K -1,219 -14%
DI
310
DAGCO Inc
Ohio
$597K +$185K +2,085 +39%
IA
311
IFP Advisors
Florida
$596K – – –
UCMOK
312
United Capital Management of KS
Kansas
$591K -$48.1K -544 -7%
WI
313
Wintrust Investments
Illinois
$591K -$44.3K -500 -6%
DLCIG
314
D.L. Carlson Investment Group
New Hampshire
$589K -$61.5K -695 -9%
SAM
315
Strategy Asset Managers
California
$579K -$377K -4,259 -37%
KWM
316
Kaydan Wealth Management
Michigan
$574K – – –
NF
317
Nikulski Financial
Iowa
$574K -$210K -2,377 -25%
TA
318
TrueWealth Advisors
Alabama
$570K -$715K -8,075 -53%
AWA
319
Amplius Wealth Advisors
Pennsylvania
$568K +$630K +7,114 New
ASN
320
Advisory Services Network
Georgia
$567K -$12.4M -139,880 -95%
VWA
321
V Wealth Advisors
Kansas
$558K -$51.2K -578 -8%
DP
322
DDD Partners
Washington
$558K +$28K +316 +5%
SW
323
SVB Wealth
Massachusetts
$557K – – –
SIG
324
Sargent Investment Group
Maryland
$555K – – –
CFGS
325
Concourse Financial Group Securities
Alabama
$554K -$204K -2,301 -25%
11 12
13
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