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iShares US Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UF
551
Univest Financial
Pennsylvania
$870K +$844K +5,741 New
AQR Capital Management
552
AQR Capital Management
Connecticut
$869K +$509K +3,458 +152%
CD
553
Chapin Davis
Maryland
$867K – – –
JWBC
554
J.W. Burns & Co
New York
$864K +$145K +987 +21%
GT
555
Greenleaf Trust
Michigan
$858K – – –
TIAA Trust, National Association
556
TIAA Trust, National Association
North Carolina
$858K +$8.09K +55 +1%
DT
557
Diversified Trust
Tennessee
$855K -$206K -1,400 -20%
LIA
558
LifePlan Investment Advisors
North Carolina
$853K +$19.3K +131 +2%
BWA
559
BCU Wealth Advisors
Illinois
$843K +$32.8K +223 +4%
TW
560
TrinityPoint Wealth
Connecticut
$840K -$7.35K -50 -0.9%
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$839K -$69.3K -471 -8%
CCWM
562
Cassaday & Co Wealth Management
Virginia
$834K – – –
NP
563
NorthRock Partners
Minnesota
$833K +$735 +5 +0.1%
AIM
564
Allen Investment Management
New York
$828K – – –
AF
565
Affiance Financial
Minnesota
$818K – – –
CAMG
566
CWA Asset Management Group
Florida
$808K +$784K +5,328 New
ST
567
Spinnaker Trust
Maine
$804K – – –
CG
568
Caprock Group
Idaho
$804K +$780K +5,301 New
PWM
569
Palumbo Wealth Management
New York
$788K – – –
KA
570
Kovack Advisors
Florida
$786K -$128K -871 -14%
CWM
571
Cornerstone Wealth Management
Missouri
$780K +$21K +143 +3%
BFS
572
Bradley Foster & Sargent
Connecticut
$778K +$85.3K +580 +13%
QP
573
Quartz Partners
New York
$772K +$749K +5,091 New
MGIA
574
Moneta Group Investment Advisors
Missouri
$772K +$269K +1,832 +56%
EWA
575
Emergent Wealth Advisors
New York
$768K -$26K -177 -3%