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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
501
Divergent Wealth Advisors
Utah
$291K +$298K +3,900 New
HIA
502
Harbor Investment Advisory
Maryland
$289K +$2.29K +30 +0.8%
SG
503
StoneX Group
New York
$286K +$294K +3,843 New
AWC
504
Abundance Wealth Counselors
Pennsylvania
$286K -$14.3K -187 -5%
AWMNH
505
Arcadia Wealth Management (New Hampshire)
New Hampshire
$285K +$292K +3,822 New
OWA
506
Outlook Wealth Advisors
Texas
$285K -$277K -3,623 -49%
NGA
507
Naples Global Advisors
Florida
$283K +$77 +1 +0%
BFA
508
Beacon Financial Advisory
Ohio
$282K +$289K +3,781 New
AT
509
American Trust
Kentucky
$280K +$9.79K +128 +4%
API
510
Advisor Partners II
California
$278K – – –
AWA
511
Arete Wealth Advisors
Illinois
$277K +$285K +3,724 New
SQA
512
Simon Quick Advisors
New Jersey
$276K – – –
DADC
513
D.A. Davidson & Co
Montana
$275K +$612 +8 +0.2%
VFA
514
Valeo Financial Advisors
Indiana
$273K +$43.1K +563 +18%
VCP
515
Verus Capital Partners
Arizona
$272K +$279K +3,652 New
GWA
516
GGM Wealth Advisors
Maryland
$271K – – –
SIC
517
Samalin Investment Counsel
New York
$271K -$13.5K -177 -5%
SPI
518
Sutton Place Investors
New York
$269K +$276K +3,613 New
IP
519
Ignite Planners
California
$269K -$30.6K -400 -11%
EWM
520
Endurance Wealth Management
Rhode Island
$266K +$59.3K +775 +28%
CAAS
521
Capital Asset Advisory Services
Michigan
$265K +$261K +3,409 +2,335%
BF
522
BOK Financial
Oklahoma
$265K – – –
AWA
523
Arkadios Wealth Advisors
Georgia
$264K +$27.5K +359 +11%
PMFA
524
Plante Moran Financial Advisors
Michigan
$261K +$138K +1,800 +106%
PTB
525
Pioneer Trust Bank
Oregon
$261K +$268K +3,500 New
19 20
21
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