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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M +$283K +2,879 +33%
SCG
352
Sonata Capital Group
Washington
$1.25M -$19.6K -200 -2%
OCM
353
One Capital Management
California
$1.24M +$1.12M +11,406 New
SFA
354
Source Financial Advisors
New York
$1.24M +$12.2K +124 +1%
FNT
355
First National Trust
Pennsylvania
$1.22M -$26.8K -273 -2%
CWA
356
Clarus Wealth Advisors
Arizona
$1.22M +$1.11M +11,338 New
USCWA
357
U.S. Capital Wealth Advisors
Texas
$1.21M +$135K +1,373 +14%
RW
358
Regimen Wealth
Georgia
$1.21M +$283K +2,878 +35%
VA
359
Valmark Advisers
Ohio
$1.2M -$55.4K -564 -5%
SW
360
Simplicity Wealth
New Jersey
$1.19M +$61.7K +628 +6%
SW
361
SVB Wealth
Massachusetts
$1.18M -$11.7K -119 -1%
CWA
362
Canvas Wealth Advisors
Kansas
$1.18M -$6.09K -62 -0.6%
HWA
363
HCR Wealth Advisors
California
$1.18M -$30.8K -314 -3%
ACP
364
Aviance Capital Partners
Florida
$1.17M – – –
COCM
365
Charter Oak Capital Management
New Hampshire
$1.17M +$80.6K +821 +8%
ICP
366
Interchange Capital Partners
Pennsylvania
$1.17M +$245K +2,496 +30%
PP
367
Patten & Patten
Tennessee
$1.16M – – –
BA
368
Ballew Advisors
Mississippi
$1.15M – – –
WA
369
Wealthstar Advisors
Texas
$1.15M +$98 +1 +0%
WAL
370
W Advisors LLC
Tennessee
$1.15M +$153K +1,558 +17%
NA
371
Navellier & Associates
Nevada
$1.15M -$54.1K -551 -5%
QPWM
372
Quadrant Private Wealth Management
Pennsylvania
$1.15M +$184K +1,876 +22%
CAM
373
Concorde Asset Management
Michigan
$1.15M +$25.9K +264 +3%
CRWM
374
Castle Rock Wealth Management
California
$1.14M -$215K -2,194 -17%
APW
375
Aurora Private Wealth
New Jersey
$1.13M -$24.3K -247 -2%
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15
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