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iShares US Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
451
SOA Wealth Advisors
New York
$343K +$102 +1 +0%
SAM
452
Strategic Asset Management
Minnesota
$340K -$99.6K -975 -23%
SFO
453
Stokes Family Office
Louisiana
$340K +$5.51K +54 +2%
AT
454
American Trust
Kentucky
$338K +$33.9K +332 +11%
FB
455
First Bancorp
Maine
$337K – – –
ADL
456
Asset Dedication LLC
California
$330K – – –
Valeo Financial Advisors
457
Valeo Financial Advisors
Indiana
$321K -$8.68K -85 -3%
9WM
458
9258 Wealth Management
Ohio
$321K – – –
CCM
459
Carderock Capital Management
Maryland
$321K – – –
MHB
460
Midwest Heritage Bank
Iowa
$320K +$317K +3,101 New
FPS
461
Fieldpoint Private Securities
Connecticut
$319K – – –
Personal Capital Advisors
462
Personal Capital Advisors
California
$319K – – –
Benjamin F. Edwards & Company
463
Benjamin F. Edwards & Company
Missouri
$316K -$16K -157 -5%
Beacon Pointe Advisors
464
Beacon Pointe Advisors
California
$314K +$10K +98 +3%
PIP
465
Peachtree Investment Partners
Florida
$311K -$25.5K -250 -8%
LWP
466
Legacy Wealth Planning
Nevada
$310K – – –
First Horizon Advisors
467
First Horizon Advisors
Tennessee
$305K -$86.3K -845 -22%
RIA
468
Realta Investment Advisors
Delaware
$305K -$16.7K -164 -5%
MCM
469
Maryland Capital Management
Maryland
$305K – – –
RFN
470
Redwood Financial Network
Ohio
$304K +$301K +2,946 New
AIM
471
Anchor Investment Management
South Carolina
$304K -$130K -1,270 -30%
CT
472
Columbia Trust
Oregon
$302K – – –
IWA
473
Intercontinental Wealth Advisors
Texas
$299K -$32.4K -317 -10%
Donaldson Capital Management
474
Donaldson Capital Management
Indiana
$299K – – –
SPI
475
Sutton Place Investors
New York
$297K -$78.9K -773 -19%