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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
Clearstead Advisors
Ohio
$47K – – –
NFSG
527
Newbridge Financial Services Group
Florida
$46K +$23.6K +253 +122%
KPCM
528
Kings Point Capital Management
New York
$45K – – –
CCM
529
Cribstone Capital Management
Maine
$40K – – –
JCM
530
Jacobi Capital Management
Pennsylvania
$40K +$93 +1 +0.2%
PWM
531
Provident Wealth Management
Tennessee
$36K – – –
APWA
532
Atlas Private Wealth Advisors
New Jersey
$33K +$1.4K +15 +5%
BAM
533
Baldrige Asset Management
Pennsylvania
$33K +$30.5K +327 New
SC
534
SouthState Corp
Florida
$32K – – –
BCM
535
Bourgeon Capital Management
Connecticut
$30K – – –
TF
536
TimeScale Financial
Massachusetts
$30K +$93 +1 +0.3%
PP
537
Pacifica Partners
Canada
$28K – – –
CAL
538
Capital Analysts LLC
Pennsylvania
$26K – – –
GWMIA
539
Global Wealth Management Investment Advisory
Florida
$26K – – –
WB
540
Webster Bank
Connecticut
$25K – – –
CFG
541
CKW Financial Group
Hawaii
$23K +$2.52K +27 +13%
EI
542
Ellevest Inc
New York
$20K -$44K -472 -70%
RFA
543
Reilly Financial Advisors
California
$18K – – –
IBOK
544
Independence Bank of Kentucky
Kentucky
$16K – – –
MAM
545
Meeder Asset Management
Ohio
$16K – – –
TFGT
546
TS Financial Group (TSFG)
Illinois
$16K – – –
CHC
547
City Holding Co
West Virginia
$15K +$14K +150 New
AWM
548
Avior Wealth Management
Nebraska
$12K – – –
AC
549
AlphaCore Capital
California
$12K +$93 +1 +0.8%
HF
550
Halpern Financial
Virginia
$11.9K – – –
20 21
22
23 24