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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
PNC
376
Park National Corp
Ohio
$851K – – –
GWP
377
Gateway Wealth Partners
Wisconsin
$846K +$164K +1,953 +27%
WAL
378
W Advisors LLC
Tennessee
$834K +$264K +3,146 +54%
SFG
379
Sovereign Financial Group
Connecticut
$828K +$180K +2,140 +32%
OC
380
Oppenheimer & Co
New York
$821K -$28.1K -335 -4%
EP
381
Eudaimonia Partners
Tennessee
$819K -$5.62K -67 -0.8%
WB
382
WesBanco Bank
West Virginia
$818K – – –
BTWM
383
Baker Tilly Wealth Management
Wisconsin
$814K +$100K +1,196 +16%
WP
384
WealthPLAN Partners
Nebraska
$811K +$113K +1,349 +18%
EFS
385
Essex Financial Services
Connecticut
$807K -$10.1K -120 -1%
AA
386
Advisory Alpha
Michigan
$805K -$108K -1,284 -13%
VCM
387
Vivaldi Capital Management
Illinois
$804K -$159K -1,890 -18%
QPWM
388
Quadrant Private Wealth Management
Pennsylvania
$804K +$329K +3,925 +83%
PFGIA
389
Patriot Financial Group Insurance Agency
Massachusetts
$801K +$291K +3,470 +67%
SFS
390
Sowell Financial Services
Arkansas
$796K +$719K +8,573 New
FSA
391
Financial Services Advisory
Maryland
$793K +$717K +8,546 New
RW
392
Regimen Wealth
Georgia
$787K +$91.6K +1,092 +15%
CIA
393
Choate Investment Advisors
Massachusetts
$787K – – –
NF
394
Nikulski Financial
Iowa
$785K – – –
PA
395
PFG Advisors
Arizona
$784K +$73.4K +875 +12%
CBA
396
Coastal Bridge Advisors
Connecticut
$778K – – –
ICP
397
Interchange Capital Partners
Pennsylvania
$762K +$218K +2,599 +46%
JWA
398
JFS Wealth Advisors
Pennsylvania
$756K – – –
FCH
399
Freestone Capital Holdings
Washington
$745K +$671 +8 +0.1%
NEWAS
400
N.E.W. Advisory Services
Wisconsin
$740K -$10.5K -125 -2%
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16
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