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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
301
IFP Advisors
Florida
$1.29M -$396K -4,716 -21%
RJT
302
Raymond James Trust
Florida
$1.29M -$43.7K -521 -4%
VPP
303
Vertex Planning Partners
Illinois
$1.28M +$179K +2,129 +18%
RSWM
304
Robertson Stephens Wealth Management
California
$1.26M -$54.4K -648 -5%
MWM
305
Maripau Wealth Management
Indiana
$1.25M -$16.1K -192 -1%
FPCP
306
Fort Point Capital Partners
California
$1.25M -$42.7K -509 -4%
TCA
307
Transcend Capital Advisors
New Jersey
$1.24M +$391K +4,662 +53%
EWA
308
EP Wealth Advisors
California
$1.22M -$2.12M -25,216 -85%
FWIA
309
Fort Washington Investment Advisors
Ohio
$1.22M -$8.98K -107 -0.8%
VAS
310
Vestmark Advisory Solutions
Massachusetts
$1.22M -$137K -1,636 -11%
MHWM
311
Montz Harcus Wealth Management
Louisiana
$1.21M +$1.26K +15 +0.1%
SS
312
Sunbelt Securities
Texas
$1.2M +$30.2K +360 +3%
WWM
313
Westwood Wealth Management
California
$1.2M -$8.39K -100 -0.8%
BFEC
314
Benjamin F. Edwards & Company
Missouri
$1.2M +$405K +4,826 +60%
CRWM
315
Castle Rock Wealth Management
California
$1.18M -$140K -1,668 -12%
BWA
316
Bordeaux Wealth Advisors
California
$1.17M – – –
PWP
317
Principle Wealth Partners
Connecticut
$1.17M – – –
MSAM
318
Moloney Securities Asset Management
Missouri
$1.16M +$8.64K +103 +0.8%
CC
319
Copperleaf Capital
North Carolina
$1.16M -$43.7K -521 -4%
MW
320
Marcum Wealth
Ohio
$1.16M -$635K -7,562 -38%
GLLW
321
Graves Light Lenhart Wealth
Virginia
$1.16M -$22K -262 -2%
DAS
322
Dynamic Advisor Solutions
Arizona
$1.16M +$1.05M +12,466 New
BA
323
Ballew Advisors
Mississippi
$1.15M +$227K +2,700 +34%
SAM
324
Smithbridge Asset Management
Pennsylvania
$1.14M -$327K -3,892 -24%
RCA
325
Riverview Capital Advisers
Massachusetts
$1.13M – – –
11 12
13
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