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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
601
Main Street Financial Solutions
Pennsylvania
$299K +$43.6K +401 +16%
MIS
602
Morningstar Investment Services
Illinois
$298K +$310K +2,849 New
AB
603
Atlas Brown
Kentucky
$297K -$1.96K -18 -0.6%
MCCA
604
Mill Creek Capital Advisors
Pennsylvania
$297K – – –
PIP
605
Peachtree Investment Partners
Florida
$295K – – –
AMG
606
Asset Management Group
Connecticut
$294K – – –
BHWM
607
Beaird Harris Wealth Management
Texas
$294K – – –
EWM
608
Evercore Wealth Management
New York
$294K +$304K +2,800 New
VCP
609
Verus Capital Partners
Arizona
$291K -$243K -2,234 -45%
RIA
610
Realta Investment Advisors
Delaware
$291K -$82.6K -760 -22%
ECM
611
Evergreen Capital Management
Washington
$288K -$48.3K -444 -14%
LFA
612
Legacy Financial Advisors
Kentucky
$287K – – –
WSTAM
613
Wilbanks Smith & Thomas Asset Management
Virginia
$287K -$4.02K -37 -1%
TP
614
Tranquility Partners
Tennessee
$284K +$295K +2,710 New
RFN
615
Redwood Financial Network
Ohio
$284K -$5.76K -53 -2%
CI
616
Ceera Investments
Texas
$283K – – –
EP
617
EPIQ Partners
Minnesota
$282K – – –
ESB
618
Essex Savings Bank
Connecticut
$281K – – –
BPA
619
Beacon Pointe Advisors
California
$281K +$82.9K +762 +40%
PPW
620
Presilium Private Wealth
Pennsylvania
$280K – – –
AWA
621
Arete Wealth Advisors
Illinois
$277K -$311K -2,858 -52%
ONSWM
622
Old North State Wealth Management
North Carolina
$275K +$10.9K +100 +4%
ATPW
623
Ashton Thomas Private Wealth
Arizona
$275K -$43.1K -396 -13%
HP
624
HT Partners
Connecticut
$274K – – –
NF
625
Norwood Financial
Pennsylvania
$274K -$8.7K -80 -3%
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25
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