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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
426
Westside Investment Management
California
$740K – – –
NEWAS
427
N.E.W. Advisory Services
Wisconsin
$740K +$109 +1 +0%
TW
428
TrinityPoint Wealth
Connecticut
$736K -$5.44K -50 -0.7%
WI
429
Wintrust Investments
Illinois
$734K -$43.5K -400 -5%
VCM
430
Vivaldi Capital Management
Illinois
$731K -$184K -1,691 -20%
OWA
431
Outlook Wealth Advisors
Texas
$715K +$15.1K +139 +2%
DADC
432
D.A. Davidson & Co
Montana
$713K +$19.5K +179 +3%
WS
433
Wedbush Securities
California
$713K -$87.3K -803 -11%
EA
434
Eudaimonia Advisors
Tennessee
$705K +$44K +405 +6%
FWTB
435
First Western Trust Bank
Colorado
$703K – – –
MCA
436
Maryland Capital Advisors
Maryland
$701K – – –
RFP
437
RCS Financial Planning
Maryland
$699K -$248K -2,284 -26%
API
438
Advisor Partners II
California
$691K +$432K +3,975 +152%
SW
439
Simplicity Wealth
New Jersey
$691K -$470K -4,321 -40%
CAM
440
Concorde Asset Management
Michigan
$690K -$426K -3,915 -37%
SCM
441
Schnieders Capital Management
California
$669K – – –
WA
442
Waddell & Associates
Tennessee
$666K +$252K +2,319 +58%
LA
443
Lane & Associates
New Jersey
$660K -$360K -3,314 -35%
T
444
TRUADVICE
Florida
$657K -$148K -1,358 -19%
MA
445
Montag & Associates
Georgia
$655K -$10.1K -93 -1%
CIA
446
Choate Investment Advisors
Massachusetts
$654K -$244K -2,241 -26%
BMD
447
Better Money Decisions
New Mexico
$650K -$1.2K -11 -0.2%
IPW
448
Invictus Private Wealth
Colorado
$649K -$28.7K -264 -4%
FWP
449
FAS Wealth Partners
Kansas
$644K – – –
WHCI
450
W.H. Cornerstone Investments
Massachusetts
$643K -$440K -4,046 -40%
16 17
18
19 20