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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
576
Stillwater Wealth Management Group
Florida
$822K -$167K -1,072 -15%
MA
577
Montag & Associates
Georgia
$820K – – –
AG
578
AlTi Global
New York
$816K -$162K -1,039 -15%
DI
579
DAGCO Inc
Ohio
$815K +$272K +1,744 +43%
SG
580
StoneX Group
New York
$812K -$82.7K -531 -8%
VPF
581
Vantage Point Financial
Illinois
$810K +$132K +850 +17%
FSC
582
Full Sail Capital
Oklahoma
$806K -$72K -462 -7%
WAP
583
Wealthcare Advisory Partners
Pennsylvania
$806K -$124K -797 -12%
CD
584
Chapin Davis
Maryland
$803K – – –
GT
585
Greenleaf Trust
Michigan
$794K – – –
SAW
586
Signal Advisors Wealth
Michigan
$793K -$102K -656 -10%
AI
587
Axecap Investments
Ohio
$792K -$219K -1,408 -20%
TW
588
Transform Wealth
Colorado
$787K -$38.8K -249 -4%
WEG
589
World Equity Group
Illinois
$787K -$505K -3,244 -37%
CWA
590
Clearview Wealth Advisors
Oregon
$786K -$68.8K -442 -7%
KNW
591
Kesler Norman & Wride
Utah
$785K +$62.3K +400 +8%
BFA
592
Beacon Financial Advisory
Ohio
$784K +$60.9K +391 +8%
NP
593
NorthRock Partners
Minnesota
$783K +$12.9K +83 +2%
NEWAS
594
N.E.W. Advisory Services
Wisconsin
$775K -$2.49K -16 -0.3%
CCWM
595
Cassaday & Co Wealth Management
Virginia
$772K – – –
GCA
596
Genesee Capital Advisors
New York
$768K -$333K -2,136 -28%
AIM
597
Allen Investment Management
New York
$767K – – –
CWP
598
Concord Wealth Partners
Virginia
$763K – – –
CC
599
Courier Capital
New York
$763K +$160K +1,030 +23%
OAS
600
Optivise Advisory Services
Tennessee
$758K -$120K -768 -12%
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