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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
451
Meridian Management
Arkansas
$1.67M – – –
AF
452
Allworth Financial
California
$1.66M +$227K +1,496 +18%
CTA
453
Chesley Taft & Associates
Illinois
$1.66M – – –
GIA
454
Gladstone Institutional Advisory
Florida
$1.66M +$87K +574 +6%
LSPW
455
Lake Street Private Wealth
Illinois
$1.66M -$15.2K -100 -1%
PIMG
456
Patriot Investment Management Group
Tennessee
$1.66M – – –
AF
457
Apollon Financial
South Carolina
$1.65M +$15.2K +100 +1%
CAM
458
Carret Asset Management
New York
$1.65M -$6.06K -40 -0.4%
PTC
459
Private Trust Company
Ohio
$1.65M -$99.3K -655 -6%
FTWA
460
Fifth Third Wealth Advisors
Ohio
$1.64M -$374K -2,467 -21%
SFM
461
Signet Financial Management
New Jersey
$1.64M +$126K +832 +10%
RFN
462
Redwood Financial Network
Ohio
$1.63M -$76.1K -502 -5%
CI
463
CX Institutional
Indiana
$1.63M +$334K +2,206 +31%
AA
464
Advisory Alpha
Michigan
$1.63M +$161K +1,064 +13%
HAM
465
Harmony Asset Management
Arizona
$1.63M -$80.9K -534 -5%
RWP
466
RWA Wealth Partners
Massachusetts
$1.62M -$74K -488 -5%
COCM
467
Charter Oak Capital Management
New Hampshire
$1.61M -$7.73K -51 -0.5%
HWA
468
HCR Wealth Advisors
California
$1.6M – – –
JSW
469
Journey Strategic Wealth
New Jersey
$1.59M -$280K -1,844 -17%
GM
470
GeoWealth Management
Illinois
$1.59M -$198K -1,307 -12%
AWM
471
Alterna Wealth Management
Texas
$1.57M +$155K +1,023 +13%
CWM
472
Cornerstone Wealth Management
Missouri
$1.56M +$291K +1,919 +27%
FEM
473
Fulcrum Equity Management
Texas
$1.55M +$69K +455 +5%
CCFM
474
Clear Creek Financial Management
Washington
$1.55M +$52.6K +347 +4%
GWP
475
Gateway Wealth Partners
Wisconsin
$1.54M -$118K -777 -8%
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19
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