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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
CD
526
Chapin Davis
Maryland
$785K – – –
MC
527
Moors & Cabot
Massachusetts
$783K +$498K +3,824 +194%
GP
528
Girard Partners
Pennsylvania
$780K +$33.2K +255 +5%
VCM
529
Verger Capital Management
North Carolina
$774K +$391 +3 +0.1%
TW
530
TrinityPoint Wealth
Connecticut
$765K -$71.6K -550 -9%
GT
531
Greenleaf Trust
Michigan
$764K – – –
SAM
532
Secure Asset Management
Michigan
$763K +$469K +3,603 +176%
FGA
533
Fortis Group Advisors
New Jersey
$758K -$13.3K -102 -2%
SFG
534
Sovereign Financial Group
Connecticut
$758K +$23.7K +182 +3%
PIN
535
Prudent Investors Network
California
$758K +$731K +5,612 New
CDH
536
Charles D. Hyman
$753K – – –
O3W
537
Omni 360 Wealth
New Jersey
$748K +$98.9K +760 +16%
CCWM
538
Cassaday & Co Wealth Management
Virginia
$743K +$52.1K +400 +8%
FGAM
539
Financial Gravity Asset Management
Texas
$742K – – –
RA
540
Rational Advisors
New York
$740K -$303K -2,331 -30%
AIM
541
Allen Investment Management
New York
$738K – – –
SG
542
StoneX Group
New York
$735K +$21.2K +163 +3%
AF
543
Affiance Financial
Minnesota
$734K – – –
TA
544
TrueWealth Advisors
Alabama
$731K -$39.4K -303 -5%
ES
545
Eagle Strategies
New York
$728K +$70.8K +544 +11%
CAMG
546
CWA Asset Management Group
Florida
$720K +$1.56K +12 +0.2%
ST
547
Spinnaker Trust
Maine
$716K – – –
WAM
548
Worth Asset Management
Texas
$711K +$685K +5,264 New
EWA
549
Emergent Wealth Advisors
New York
$708K -$552K -4,237 -46%
LIA
550
LifePlan Investment Advisors
North Carolina
$704K +$102K +783 +18%
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