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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
526
One Charles Private Wealth Services
Massachusetts
$364K – – –
GIA
527
Gladstone Institutional Advisory
Florida
$360K -$200K -2,383 -38%
FM
528
Family Management
New York
$358K +$33.6K +400 +12%
HPC
529
Hobart Private Capital
North Carolina
$357K -$9.26M -110,323 -97%
SIC
530
Samalin Investment Counsel
New York
$349K +$10.3K +123 +3%
API
531
Advisor Partners II
California
$347K – – –
SQA
532
Simon Quick Advisors
New Jersey
$344K – – –
VFA
533
Valeo Financial Advisors
Indiana
$342K +$1.09K +13 +0.4%
TC
534
TownSquare Capital
Utah
$341K +$308K +3,674 New
AWA
535
Arkadios Wealth Advisors
Georgia
$337K +$7.72K +92 +3%
AWC
536
Abundance Wealth Counselors
Pennsylvania
$335K -$18.5K -220 -6%
NGA
537
Naples Global Advisors
Florida
$334K -$16.8K -200 -5%
WFC
538
Western Financial Corp
California
$334K +$302K +3,598 New
EWM
539
Endurance Wealth Management
Rhode Island
$332K – – –
HF
540
HRT Financial
New York
$330K +$299K +3,557 New
AFP
541
Ausdal Financial Partners
Iowa
$328K +$296K +3,529 New
PTB
542
Pioneer Trust Bank
Oregon
$325K – – –
PWM
543
PRW Wealth Management
Massachusetts
$321K +$290K +3,454 New
GT
544
Greenleaf Trust
Michigan
$316K +$285K +3,400 New
RIA
545
Realta Investment Advisors
Delaware
$315K +$37.5K +447 +15%
CAAS
546
Capital Asset Advisory Services
Michigan
$314K -$14.5K -173 -5%
KCM
547
Kanawha Capital Management
Virginia
$311K – – –
BBNA
548
Bremer Bank National Association
Minnesota
$310K -$3.44K -41 -1%
BFS
549
Bard Financial Services
Connecticut
$310K – – –
OPWM
550
Oxinas Partners Wealth Management
Indiana
$310K -$70.6K -841 -20%
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