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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
351
Montis Financial
Massachusetts
$2.57M -$379K -2,070 -14%
KWS
352
Keystone Wealth Services
California
$2.57M -$182K -994 -7%
WA
353
Waddell & Associates
Tennessee
$2.57M – – –
BPA
354
Beacon Pointe Advisors
California
$2.56M +$2.05M +11,223 +608%
FEM
355
Fulcrum Equity Management
Texas
$2.55M +$742K +4,057 +45%
MFA
356
Mayflower Financial Advisors
Massachusetts
$2.53M -$2.54M -13,880 -52%
SC
357
Savant Capital
Illinois
$2.49M +$21.8K +119 +0.9%
FP
358
Financial Perspectives
Minnesota
$2.48M +$36.6K +200 +2%
LI
359
LRI Investments
Florida
$2.44M – – –
GS
360
GTS Securities
Florida
$2.39M +$2.23M +12,202 New
SYBT
361
Stock Yards Bank & Trust
Kentucky
$2.38M +$24.7K +135 +1%
KFS
362
Kelly Financial Services
Massachusetts
$2.38M -$7.86M -42,975 -78%
BA
363
Ballew Advisors
Mississippi
$2.37M -$14.5K -79 -0.6%
EPW
364
Endeavor Private Wealth
Kansas
$2.36M -$301K -1,645 -12%
AHC
365
Adell Harriman & Carpenter
Texas
$2.35M – – –
OWA
366
Outlook Wealth Advisors
Texas
$2.35M +$32K +175 +1%
MCC
367
Money Concepts Capital
Florida
$2.34M +$1.81M +9,913 +485%
CCFM
368
Clear Creek Financial Management
Washington
$2.32M +$527K +2,882 +32%
BFA
369
Bragg Financial Advisors
North Carolina
$2.29M – – –
SF
370
Summit Financial
New Jersey
$2.29M +$164K +899 +8%
MSWMA
371
Market Street Wealth Management Advisors
Indiana
$2.29M -$17.2K -94 -0.8%
TPWA
372
TRUE Private Wealth Advisors
Oregon
$2.27M +$745K +4,074 +54%
SOS
373
Silver Oak Securities
Tennessee
$2.27M +$162K +884 +8%
PWP
374
Principle Wealth Partners
Connecticut
$2.27M – – –
LPT
375
Legacy Private Trust
Wisconsin
$2.26M -$99.7K -545 -5%
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15
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