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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
451
Naples Global Advisors
Florida
$436K – – –
PWM
452
Penobscot Wealth Management
Maine
$431K -$9.55K -86 -2%
AP
453
Advisor Partners
California
$429K – – –
SQA
454
Simon Quick Advisors
New Jersey
$425K – – –
ECM
455
Evergreen Capital Management
Washington
$425K +$37.7K +340 +10%
SC
456
Soundwatch Capital
Connecticut
$422K – – –
CRI
457
Colonial River Investments
Virginia
$422K +$408K +3,678 New
BDF
458
Balasa Dinverno & Foltz
$420K +$88.8K +800 +28%
WP
459
WMS Partners
Maryland
$419K -$83.3K -750 -17%
WIP
460
WealthCare Investment Partners
Rhode Island
$409K +$395K +3,560 New
BF
461
BOK Financial
Oklahoma
$407K – – –
BBNA
462
Bremer Bank National Association
Minnesota
$405K -$10.3K -93 -3%
DI
463
DAGCO Inc
Ohio
$401K -$36.6K -330 -9%
GWA
464
GGM Wealth Advisors
Maryland
$401K – – –
OPS
465
Orion Portfolio Solutions
Nebraska
$400K +$16.7K +150 +4%
CPIG
466
Chicago Partners Investment Group
Illinois
$399K – – –
HIS
467
Harvest Investment Services
Illinois
$397K -$83.3K -750 -18%
MGIA
468
Moneta Group Investment Advisors
Missouri
$387K +$374K +3,370 New
BFA
469
Beacon Financial Advisory
Ohio
$386K -$71.1K -640 -16%
USCWA
470
U.S. Capital Wealth Advisors
Texas
$386K -$777 -7 -0.2%
PBO
471
Peoples Bank (Ohio)
Ohio
$384K – – –
SWA
472
SOA Wealth Advisors
New York
$384K +$444 +4 +0.1%
BFS
473
Bard Financial Services
Connecticut
$383K – – –
CWM
474
Chesapeake Wealth Management
Virginia
$381K -$2.78K -25 -0.7%
PIP
475
Peachtree Investment Partners
Florida
$376K +$333 +3 +0.1%
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19
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