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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
301
Rockland Trust
Massachusetts
$954K +$980K +12,806 New
GLLW
302
Graves Light Lenhart Wealth
Virginia
$948K – – –
BWA
303
Bordeaux Wealth Advisors
California
$939K – – –
PWP
304
Principle Wealth Partners
Connecticut
$938K – – –
MSAM
305
Moloney Securities Asset Management
Missouri
$925K -$2.98K -39 -0.3%
CWM
306
Centurion Wealth Management
Virginia
$921K +$945K +12,359 New
PP
307
Patten & Patten
Tennessee
$913K – – –
VWM
308
Venturi Wealth Management
Texas
$910K +$935K +12,223 New
CAM
309
Carret Asset Management
New York
$909K -$36.7K -480 -4%
CWM
310
Curi Wealth Management
North Carolina
$895K -$536K -7,001 -37%
BFA
311
Bragg Financial Advisors
North Carolina
$891K – – –
CWA
312
Clearview Wealth Advisors
Oregon
$886K +$820K +10,716 +908%
F
313
F3Logic
Minnesota
$872K -$225K -2,944 -20%
GBS
314
Gallagher Benefit Services
Illinois
$872K +$896K +11,707 New
SCG
315
Sonata Capital Group
Washington
$869K -$23K -300 -3%
FP
316
Financial Perspectives
Minnesota
$865K +$153 +2 +0%
VPP
317
Vertex Planning Partners
Illinois
$865K +$889K +11,615 New
T
318
TRUADVICE
Florida
$861K +$29.1K +380 +4%
FNT
319
First National Trust
Pennsylvania
$860K -$39.5K -516 -4%
VA
320
Valmark Advisers
Ohio
$856K +$109K +1,431 +14%
GFPC
321
Global Financial Private Client
Florida
$850K +$71.3K +932 +9%
LF
322
Lantz Financial
Illinois
$847K +$870K +11,374 New
CFG
323
Cooper Financial Group
California
$846K +$869K +11,363 New
HWA
324
HCR Wealth Advisors
California
$845K -$11.6K -151 -1%
WA
325
Wealthstar Advisors
Texas
$837K +$306 +4 +0%
11 12
13
14 15