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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Mosley Wealth Management
California
$832K -$3.24M -14,099 -81%
APP
627
Avantax Planning Partners
Iowa
$831K – – –
CW
628
Cornerstone Wealth
Tennessee
$831K +$176K +766 +30%
ICP
629
Interchange Capital Partners
Pennsylvania
$828K -$1.51M -6,556 -67%
ONB
630
Old National Bancorp
Indiana
$819K – – –
DT
631
Diversified Trust
Tennessee
$813K +$15.4K +67 +2%
AIM
632
Aspen Investment Management
Michigan
$811K – – –
MSG
633
Main Street Group
Virginia
$810K +$72.1K +314 +11%
SM
634
Sensible Money
Arizona
$807K – – –
UB
635
Umpqua Bank
Oregon
$807K – – –
HH
636
Hilltop Holdings
Texas
$797K +$108K +470 +17%
AA
637
Ancora Advisors
Ohio
$794K -$57K -248 -7%
TGAM
638
TBH Global Asset Management
Tennessee
$789K – – –
NLP
639
Next Level Private
New York
$785K -$76.3K -332 -10%
NGA
640
Naples Global Advisors
Florida
$782K -$23K -100 -3%
BFS
641
Bradley Foster & Sargent
Connecticut
$782K -$15.8K -69 -2%
HCM
642
Howard Capital Management
Georgia
$779K +$709K +3,087 New
FG
643
Fiduciary Group
Georgia
$768K – – –
FMWA
644
Forvis Mazars Wealth Advisors
Missouri
$766K – – –
SFP
645
Shepherd Financial Partners
Massachusetts
$765K -$3.66M -15,925 -84%
TFA
646
Tobias Financial Advisors
Florida
$763K -$1.61K -7 -0.2%
CCM
647
Canal Capital Management
Virginia
$753K +$230 +1 +0%
GKWIM
648
Gerber Kawasaki Wealth & Investment Management
California
$753K -$37.2K -162 -5%
MCM
649
Manchester Capital Management
Vermont
$749K – – –
MWM
650
Maridea Wealth Management
New York
$737K +$671K +2,921 New
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26
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