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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
351
Concord Wealth Partners
Virginia
$788K +$733K +6,600 +2,548%
GP
352
Girard Partners
Pennsylvania
$782K -$2.11K -19 -0.3%
PP
353
Palladium Partners
Virginia
$770K – – –
MCA
354
Maryland Capital Advisors
Maryland
$767K +$742K +6,680 New
AF
355
Allworth Financial
California
$758K – – –
MCC
356
Money Concepts Capital
Florida
$758K +$733K +6,604 New
KPWS
357
Kestra Private Wealth Services
Texas
$754K +$62.5K +563 +9%
RWA
358
Ropes Wealth Advisors
Massachusetts
$742K – – –
EVM
359
Eaton Vance Management
Massachusetts
$738K – – –
VCM
360
Verger Capital Management
North Carolina
$735K +$777 +7 +0.1%
SCM
361
Schnieders Capital Management
California
$733K – – –
SWM
362
SeaCrest Wealth Management
New York
$733K +$20K +180 +3%
BTWM
363
Baker Tilly Wealth Management
Wisconsin
$729K -$239K -2,153 -25%
KA
364
Kovack Advisors
Florida
$727K +$163K +1,464 +30%
DP
365
DDD Partners
Washington
$722K +$20.9K +188 +3%
APW
366
Aurora Private Wealth
New Jersey
$704K -$26.6K -240 -4%
ACM
367
Absolute Capital Management
Pennsylvania
$700K +$677K +6,100 New
MP
368
McDonald Partners
Ohio
$700K +$677K +6,100 New
RA
369
RFG Advisory
Alabama
$699K +$676K +6,091 New
NP
370
NorthRock Partners
Minnesota
$698K -$156K -1,404 -19%
RFWA
371
RPg Family Wealth Advisory
Massachusetts
$696K -$84.4K -760 -11%
CFD
372
Creative Financial Designs
Indiana
$680K +$18.8K +169 +3%
WAP
373
Wealthcare Advisory Partners
Pennsylvania
$668K -$56.3K -507 -8%
AWC
374
Abundance Wealth Counselors
Pennsylvania
$663K +$641K +5,772 New
WH
375
Willner & Heller
California
$661K +$725K +6,528 New
13 14
15
16 17