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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
526
Baker Tilly Wealth Management
Wisconsin
$442K -$535K -4,920 -54%
FAIM
527
Financial Advocates Investment Management
Washington
$440K -$1.38M -12,719 -75%
MWM
528
Modera Wealth Management
New Jersey
$435K -$28.1K -258 -6%
GC
529
Garde Capital
Washington
$426K – – –
BFA
530
Beacon Financial Advisory
Ohio
$425K -$105K -966 -19%
GS
531
GTS Securities
Florida
$420K +$435K +4,002 New
SC
532
Soundwatch Capital
Connecticut
$419K -$922K -8,476 -68%
GW
533
GW & Wade
Massachusetts
$416K – – –
HP
534
Hilltop Partners
Indiana
$414K -$38.2K -351 -8%
CWM
535
Certus Wealth Management
California
$413K +$5.66K +52 +1%
WJA
536
Willis Johnson & Associates
Texas
$412K +$115K +1,055 +37%
OCPWS
537
One Charles Private Wealth Services
Massachusetts
$411K – – –
HIA
538
Harbor Investment Advisory
Maryland
$407K -$13.3K -122 -3%
FM
539
Family Management
New York
$405K – – –
RIM
540
Redwood Investment Management
Arizona
$404K +$419K +3,851 New
BSW
541
Buckingham Strategic Wealth
Missouri
$401K +$416K +3,824 New
TLFA
542
True Link Financial Advisors
California
$400K -$145K -1,335 -26%
VFA
543
Valeo Financial Advisors
Indiana
$398K +$5K +46 +1%
WP
544
WealthPLAN Partners
Nebraska
$393K -$268K -2,469 -40%
SQA
545
Simon Quick Advisors
New Jersey
$389K – – –
NCM
546
Northwest Capital Management
Oregon
$387K +$544 +5 +0.1%
EFH
547
Eaton Financial Holdings
Florida
$386K +$400K +3,680 New
SFA
548
Sequoia Financial Advisors
Ohio
$385K +$116K +1,066 +41%
SPI
549
Sutton Place Investors
New York
$384K -$156K -1,430 -28%
GWA
550
GGM Wealth Advisors
Maryland
$383K – – –
20 21
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