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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
576
Provident Wealth Management
Tennessee
$29K – – –
DAC
577
Dividend Assets Capital
South Carolina
$28K -$13.3K -150 -30%
FF
578
FourThought Financial
Florida
$28K – – –
CBT
579
Central Bank & Trust
Kentucky
$28K +$30.8K +348 New
GIA
580
GHP Investment Advisors
Colorado
$27K -$5.75K -65 -16%
PA
581
PSI Advisors
Florida
$27K – – –
BAM
582
Baldrige Asset Management
Pennsylvania
$26K – – –
SC
583
SouthState Corp
Florida
$26K – – –
JSAM
584
J. Safra Asset Management
New York
$24K -$220K -2,487 -50%
FCMT
585
Founders Capital Management (Texas)
Texas
$24K -$26.6K -300 -50%
TF
586
TimeScale Financial
Massachusetts
$24K – – –
PP
587
Pacifica Partners
Canada
$23K – – –
LWP
588
Lumature Wealth Partners
Georgia
$22K – – –
GA
589
GoalVest Advisory
New York
$22K +$23.9K +270 New
GWMIA
590
Global Wealth Management Investment Advisory
Florida
$21K – – –
TCWM
591
Total Clarity Wealth Management
Illinois
$21K +$23K +260 New
S
592
SignatureFD
Georgia
$20K -$6.55K -74 -23%
BCMLT
593
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K – – –
BHWM
594
Bay Harbor Wealth Management
Maryland
$16K – – –
BCM
595
Bourgeon Capital Management
Connecticut
$16K – – –
RCM
596
Raleigh Capital Management
North Carolina
$14K – – –
IBOK
597
Independence Bank of Kentucky
Kentucky
$13K – – –
LFG
598
Larson Financial Group
Missouri
$13K – – –
TFGT
599
TS Financial Group (TSFG)
Illinois
$13K – – –
AWM
600
Avior Wealth Management
Nebraska
$12K – – –
22 23
24
25 26