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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
376
Riverview Capital Advisers
Massachusetts
$1.13M – – –
SFG
377
Sovereign Financial Group
Connecticut
$1.13M +$140K +1,422 +16%
TFA
378
Transamerica Financial Advisors
Florida
$1.12M -$3.04K -31 -0.3%
WHCI
379
W.H. Cornerstone Investments
Massachusetts
$1.11M +$437K +4,450 +78%
CAL
380
Capital Analysts LLC
Pennsylvania
$1.1M +$56.2K +572 +6%
NCM
381
NCM Capital Management
New Jersey
$1.1M +$7.96K +81 +0.8%
BFO
382
Boston Family Office
Massachusetts
$1.1M -$68.8K -700 -6%
GWM
383
Geneos Wealth Management
Colorado
$1.09M +$42.3K +431 +4%
CRI
384
Commonwealth Retirement Investments
Virginia
$1.08M +$4.13K +42 +0.4%
LSPW
385
Lake Street Private Wealth
Illinois
$1.08M -$1.57K -16 -0.2%
RCM
386
Raleigh Capital Management
North Carolina
$1.08M -$25.9K -264 -3%
KPWS
387
Kestra Private Wealth Services
Texas
$1.07M +$30.2K +307 +3%
BIC
388
Beach Investment Counsel
Pennsylvania
$1.07M – – –
MWA
389
Meridian Wealth Advisors
Texas
$1.06M -$112K -1,138 -10%
FANJ
390
Financial Architects (New Jersey)
New Jersey
$1.05M +$295 +3 +0%
BFA
391
BMS Financial Advisors
South Dakota
$1.05M -$940K -9,566 -50%
AWM
392
Alterna Wealth Management
Texas
$1.05M +$534K +5,436 +130%
LA
393
Lane & Associates
New Jersey
$1.05M +$330K +3,365 +54%
CTA
394
Chesley Taft & Associates
Illinois
$1.05M – – –
EH
395
Equitable Holdings
New York
$1.04M +$308K +3,132 +49%
PIMG
396
Patriot Investment Management Group
Tennessee
$1.04M -$43.2K -440 -4%
EWA
397
EP Wealth Advisors
California
$1.02M +$1.42M +14,480 +324%
HPM
398
Hudson Portfolio Management
New York
$1.02M -$10.3K -105 -1%
CF
399
Centaurus Financial
California
$1.02M -$582K -5,929 -39%
DC
400
Davenport & Co
Virginia
$1.02M -$105K -1,071 -10%
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16
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