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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
426
Theory Financial
Colorado
$1.55M +$582K +4,212 +69%
WAM
427
Worth Asset Management
Texas
$1.54M +$685K +4,957 +94%
PP
428
Patten & Patten
Tennessee
$1.54M -$9.81K -71 -0.7%
BFO
429
Boston Family Office
Massachusetts
$1.52M – – –
NRI
430
NFP Retirement Inc
California
$1.52M +$147K +1,066 +12%
VWM
431
Venturi Wealth Management
Texas
$1.51M -$112K -814 -7%
CWA
432
Canvas Wealth Advisors
Kansas
$1.51M – – –
TCA
433
Transcend Capital Advisors
New Jersey
$1.51M -$25.8K -187 -2%
DC
434
Davenport & Co
Virginia
$1.51M +$271K +1,958 +24%
LSPW
435
Lake Street Private Wealth
Illinois
$1.51M -$3.32K -24 -0.2%
RVPG
436
Relative Value Partners Group
$1.51M +$1.39M +10,039 New
COCM
437
Charter Oak Capital Management
New Hampshire
$1.5M -$52.9K -383 -4%
CCG
438
Catalina Capital Group
California
$1.5M +$170K +1,232 +14%
GWM
439
Geneos Wealth Management
Colorado
$1.48M +$10.4K +75 +0.8%
AF
440
Allworth Financial
California
$1.48M -$145K -1,049 -9%
BIC
441
Beach Investment Counsel
Pennsylvania
$1.48M – – –
HWA
442
HCR Wealth Advisors
California
$1.45M – – –
CTA
443
Chesley Taft & Associates
Illinois
$1.44M – – –
PIMG
444
Patriot Investment Management Group
Tennessee
$1.44M -$16.6K -120 -1%
GWP
445
Gateway Wealth Partners
Wisconsin
$1.44M +$83.5K +604 +7%
GM
446
GeoWealth Management
Illinois
$1.43M +$5.39K +39 +0.4%
NCM
447
NCM Capital Management
New Jersey
$1.42M -$20.7K -150 -2%
APW
448
Aurora Private Wealth
New Jersey
$1.42M -$375K -2,715 -22%
CRC
449
Curi RMB Capital
Illinois
$1.41M – – –
MWA
450
Meridian Wealth Advisors
Texas
$1.39M – – –
16 17
18
19 20