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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
551
Cornerstone Wealth Management
Missouri
$702K -$141K -1,086 -17%
KNW
552
Kesler Norman & Wride
Utah
$701K -$295K -2,269 -30%
RF
553
RHS Financial
California
$699K +$170K +1,308 +34%
KAS
554
KPP Advisory Services
Kentucky
$690K +$665K +5,110 New
BWA
555
BCU Wealth Advisors
Illinois
$685K +$52.9K +406 +9%
SF
556
Synovus Financial
Georgia
$684K -$45.4K -349 -6%
WAP
557
Wealthcare Advisory Partners
Pennsylvania
$683K +$279K +2,145 +74%
OAM
558
Occidental Asset Management
California
$670K -$97K -745 -13%
CIA
559
Choate Investment Advisors
Massachusetts
$669K -$167K -1,284 -21%
WTB
560
Washington Trust Bank
Washington
$667K -$4.95K -38 -0.8%
SI
561
Saxon Interests
Texas
$666K +$156K +1,198 +32%
WIP
562
WealthCare Investment Partners
Rhode Island
$665K +$334K +2,562 +109%
CIAS
563
Capital Investment Advisory Services
North Carolina
$663K +$1.69K +13 +0.3%
CCB
564
Cutter & Co Brokerage
Missouri
$658K +$260 +2 +0%
RW
565
Rede Wealth
Virginia
$657K – – –
SSA
566
Sierra Summit Advisors
Nevada
$650K – – –
HVIA
567
Hudson Valley Investment Advisors
New York
$647K -$32.5K -250 -5%
AG
568
AlTi Global
New York
$632K – – –
JWBC
569
J.W. Burns & Co
New York
$631K – – –
AWM
570
Aspire Wealth Management
Massachusetts
$628K +$152K +1,167 +33%
EWM
571
Executive Wealth Management
Michigan
$627K +$130 +1 +0%
WA
572
Wealthstream Advisors
New York
$624K – – –
BFA
573
Beacon Financial Advisory
Ohio
$622K -$7.68K -59 -1%
CWG
574
Cornerstone Wealth Group
North Carolina
$610K +$588K +4,517 New
UCMOK
575
United Capital Management of KS
Kansas
$606K -$67.8K -521 -10%
21 22
23
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