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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
351
Marcum Wealth
Ohio
$237K +$212K +3,520 New
PCM
352
Princeton Capital Management
New Jersey
$236K +$211K +3,496 New
CPO
353
Cerity Partners OCIO
New York
$235K +$211K +3,488 New
HIS
354
Harvest Investment Services
Illinois
$231K +$207K +3,436 New
AIM
355
Anchor Investment Management
South Carolina
$231K – – –
WPW
356
Waldron Private Wealth
Pennsylvania
$230K +$206K +3,412 New
SFS
357
Sowell Financial Services
Arkansas
$226K -$27.5K -456 -12%
OPS
358
Orion Portfolio Solutions
Nebraska
$225K – – –
LA
359
LexAurum Advisors
Kansas
$225K +$201K +3,332 New
BWA
360
BDO Wealth Advisors
Florida
$219K -$2.41K -40 -1%
ADL
361
Asset Dedication LLC
California
$216K – – –
BONST
362
Bank of Nova Scotia Trust
Ontario, Canada
$216K +$193K +3,200 New
EWM
363
Evercore Wealth Management
New York
$216K +$193K +3,200 New
IWA
364
Intercontinental Wealth Advisors
Texas
$216K +$193K +3,200 New
QCG
365
Quadrant Capital Group
Ohio
$216K +$193K +3,200 New
CT
366
Columbia Trust
Oregon
$215K +$193K +3,200 New
AMG
367
Advisors Management Group
Wisconsin
$214K +$191K +3,168 New
FPS
368
Fieldpoint Private Securities
Connecticut
$214K +$191K +3,172 New
FRA
369
Front Row Advisors
California
$213K – – –
I
370
IberiaBank
Louisiana
$213K +$190K +3,156 New
MAS
371
Madden Advisory Services
Florida
$211K -$1.77M -29,316 -90%
FCBT
372
First Citizens Bank & Trust
North Carolina
$211K +$189K +3,128 New
FAIM
373
Financial Advocates Investment Management
Washington
$210K +$322K +5,328 New
FCCM
374
First City Capital Management
Georgia
$209K +$187K +3,100 New
SB
375
Strategic Blueprint
Georgia
$207K +$186K +3,076 New
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