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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
576
Thurston Springer Miller Herd & Titak
Indiana
$967K +$86.7K +572 +11%
CRI
577
Commonwealth Retirement Investments
Virginia
$964K -$270K -1,778 -24%
PCA
578
Pallas Capital Advisors
Massachusetts
$958K -$141K -929 -14%
NP
579
NorthRock Partners
Minnesota
$956K -$9.1K -60 -1%
AI
580
Axecap Investments
Ohio
$949K -$24.4K -161 -3%
HH
581
Hilltop Holdings
Texas
$948K +$164K +1,080 +25%
AIM
582
Allen Investment Management
New York
$947K – – –
CC
583
Courier Capital
New York
$946K +$4.4K +29 +0.5%
NEWAS
584
N.E.W. Advisory Services
Wisconsin
$945K -$9.7K -64 -1%
CWP
585
Concord Wealth Partners
Virginia
$941K – – –
CAMV
586
Concord Asset Management (Virginia)
Virginia
$941K +$823K +5,431 New
RW
587
Regimen Wealth
Georgia
$929K -$74.1K -489 -8%
HCM
588
Howard Capital Management
Georgia
$927K -$856K -5,649 -51%
SAW
589
Signal Advisors Wealth
Michigan
$917K -$53.8K -355 -6%
GC
590
Grimes & Company
Massachusetts
$914K +$799K +5,273 New
IAS
591
Insigneo Advisory Services
Florida
$912K -$92.2K -608 -10%
TWC
592
TD Waterhouse Canada
Ontario, Canada
$906K -$215K -1,418 -21%
OAS
593
Optivise Advisory Services
Tennessee
$906K -$25.3K -167 -3%
NCM
594
Northwest Capital Management
Oregon
$905K -$943K -6,219 -54%
CWA
595
Clearview Wealth Advisors
Oregon
$905K -$56.4K -372 -7%
PWM
596
Palumbo Wealth Management
New York
$901K – – –
UF
597
Univest Financial
Pennsylvania
$900K -$8.03K -53 -1%
PWM
598
Penobscot Wealth Management
Maine
$898K +$353K +2,331 +82%
PW
599
PUREfi Wealth
Massachusetts
$892K +$376K +2,479 +93%
AWA
600
Arete Wealth Advisors
Illinois
$883K +$8.03K +53 +1%
22 23
24
25 26