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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
376
Waverly Advisors
Alabama
$574K +$590K +7,709 New
BTWM
377
Baker Tilly Wealth Management
Wisconsin
$564K +$580K +7,575 New
PA
378
PFG Advisors
Arizona
$564K +$235K +3,074 +68%
TW
379
Transform Wealth
Colorado
$559K – – –
MWM
380
Meridian Wealth Management
Kentucky
$558K +$26.6K +348 +5%
PWLP
381
Prio Wealth Limited Partnership
Massachusetts
$556K -$73.4K -960 -11%
SOS
382
Silver Oak Securities
Tennessee
$555K -$263K -3,442 -32%
FA
383
FDx Advisors
Illinois
$553K +$568K +7,428 New
WI
384
Wintrust Investments
Illinois
$551K -$61.2K -800 -10%
TW
385
TrinityPoint Wealth
Connecticut
$550K +$106K +1,387 +23%
OAM
386
Occidental Asset Management
California
$539K -$1.97M -25,736 -78%
KWM
387
Kaydan Wealth Management
Michigan
$535K – – –
GWP
388
Gateway Wealth Partners
Wisconsin
$534K +$548K +7,163 New
RW
389
Regimen Wealth
Georgia
$531K +$547K +7,145 New
TCM
390
True Capital Management
California
$525K +$539K +7,050 New
IPW
391
Invictus Private Wealth
Colorado
$520K +$534K +6,975 New
EA
392
Eudaimonia Advisors
Tennessee
$515K -$89.1K -1,165 -14%
RWP
393
RWA Wealth Partners
Massachusetts
$511K -$236K -3,090 -32%
SFG
394
Sovereign Financial Group
Connecticut
$505K +$519K +6,780 New
COCM
395
Charter Oak Capital Management
New Hampshire
$503K -$334K -4,363 -39%
CAL
396
Capital Analysts LLC
Pennsylvania
$502K +$482K +6,300 +1,419%
CAM
397
Cresset Asset Management
Illinois
$501K – – –
FWTB
398
First Western Trust Bank
Colorado
$499K – – –
SWA
399
Stratos Wealth Advisors
Ohio
$499K +$512K +6,699 New
MCA
400
Maryland Capital Advisors
Maryland
$498K – – –
14 15
16
17 18