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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
351
Maltin Wealth Management
New Jersey
$967K -$20.5K -244 -2%
DC
352
Davenport & Co
Virginia
$965K +$154K +1,839 +21%
TFA
353
Transamerica Financial Advisors
Florida
$958K -$212K -2,529 -20%
SW
354
Simplicity Wealth
New Jersey
$954K +$417K +4,972 +94%
CAM
355
Concorde Asset Management
Michigan
$952K +$123K +1,467 +17%
GT
356
Glenmede Trust
Pennsylvania
$951K +$42K +501 +5%
RCM
357
Raleigh Capital Management
North Carolina
$941K +$189K +2,248 +28%
NCM
358
NCM Capital Management
New Jersey
$933K -$44.3K -528 -5%
PIMG
359
Patriot Investment Management Group
Tennessee
$927K +$5.04K +60 +0.6%
COCM
360
Charter Oak Capital Management
New Hampshire
$921K +$267K +3,180 +47%
CRI
361
Commonwealth Retirement Investments
Virginia
$920K +$303K +3,612 +57%
LSPW
362
Lake Street Private Wealth
Illinois
$919K -$35.3K -421 -4%
BIC
363
Beach Investment Counsel
Pennsylvania
$910K – – –
USCWA
364
U.S. Capital Wealth Advisors
Texas
$907K +$278K +3,318 +51%
FANJ
365
Financial Architects (New Jersey)
New Jersey
$898K +$336 +4 +0%
GWM
366
Geneos Wealth Management
Colorado
$892K -$96.4K -1,149 -11%
CTA
367
Chesley Taft & Associates
Illinois
$891K -$16.8K -200 -2%
CAL
368
Capital Analysts LLC
Pennsylvania
$889K +$238K +2,833 +42%
IC
369
IEQ Capital
California
$883K +$95.7K +1,140 +14%
KPWS
370
Kestra Private Wealth Services
Texas
$881K +$279K +3,326 +54%
HPM
371
Hudson Portfolio Management
New York
$880K – – –
D
372
Dentgroup
Louisiana
$867K +$333K +3,963 +74%
CS
373
Credit Suisse
Switzerland
$866K -$348K -4,144 -31%
IFG
374
Independent Financial Group
California
$854K +$6.29K +75 +0.8%
MM
375
Meridian Management
Arkansas
$854K -$149K -1,776 -16%
13 14
15
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