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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
376
Belpointe Asset Management
Nevada
$378K +$93.3K +1,000 +36%
DADC
377
D.A. Davidson & Co
Montana
$375K +$187 +2 +0.1%
AP
378
Advisor Partners
California
$372K – – –
EWA
379
EP Wealth Advisors
California
$369K +$5.6K +60 +2%
SQA
380
Simon Quick Advisors
New Jersey
$368K – – –
CWM
381
Cahaba Wealth Management
Georgia
$365K +$280 +3 +0.1%
GWA
382
GGM Wealth Advisors
Maryland
$364K – – –
CDIA
383
Capital Directions Investment Advisors
Georgia
$344K +$323K +3,464 New
CWM
384
Chesapeake Wealth Management
Virginia
$343K -$12.6K -135 -4%
CPA
385
Capital Planning Advisors
California
$334K -$113K -1,212 -27%
EL
386
EQ LLC
Washington
$333K -$33.9K -364 -10%
PBO
387
Peoples Bank (Ohio)
Ohio
$333K – – –
BFS
388
Bard Financial Services
Connecticut
$332K – – –
IA
389
IFP Advisors
Florida
$331K -$42.9K -460 -12%
SWA
390
SOA Wealth Advisors
New York
$330K +$280 +3 +0.1%
CCA
391
Clearwater Capital Advisors
Illinois
$326K – – –
FPS
392
Fieldpoint Private Securities
Connecticut
$321K – – –
PIP
393
Peachtree Investment Partners
Florida
$320K +$373 +4 +0.1%
ADL
394
Asset Dedication LLC
California
$318K – – –
CT
395
Columbia Trust
Oregon
$318K – – –
EWM
396
Evercore Wealth Management
New York
$318K – – –
SB
397
Strategic Blueprint
Georgia
$318K +$373 +4 +0.1%
PCA
398
Personal Capital Advisors
California
$316K – – –
GCP
399
GSA Capital Partners
United Kingdom
$314K – – –
9WM
400
9258 Wealth Management
Ohio
$311K – – –
14 15
16
17 18