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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
651
TBH Global Asset Management
Tennessee
$418K – – –
BSW
652
Buckingham Strategic Wealth
Missouri
$416K +$12.6K +97 +3%
SWA
653
SOA Wealth Advisors
New York
$414K +$130 +1 +0%
IFPG
654
Intrepid Financial Planning Group
Indiana
$412K -$6.51K -50 -2%
WAS
655
WESPAC Advisors SoCal
California
$407K – – –
PWM
656
Penobscot Wealth Management
Maine
$406K +$260 +2 +0.1%
CCM
657
Carderock Capital Management
Maryland
$405K – – –
MCM
658
Manchester Capital Management
Vermont
$405K – – –
CGA
659
Crescent Grove Advisors
Illinois
$405K – – –
FLPIM
660
F.L. Putnam Investment Management
Massachusetts
$404K +$50.9K +391 +15%
WHCI
661
W.H. Cornerstone Investments
Massachusetts
$398K -$142K -1,089 -27%
CCM
662
Coldstream Capital Management
Washington
$397K +$141K +1,080 +58%
TPCW
663
TD Private Client Wealth
New York
$395K +$242K +1,857 +175%
EI
664
Ellevest Inc
New York
$392K -$45.8K -352 -11%
BTWM
665
Baker Tilly Wealth Management
Wisconsin
$392K -$106K -814 -22%
LWA
666
Lantern Wealth Advisors
New York
$392K +$89K +684 +31%
NLP
667
Next Level Private
New York
$391K +$377K +2,896 New
PFWA
668
Paces Ferry Wealth Advisors
Georgia
$390K +$260 +2 +0.1%
MSFS
669
Main Street Financial Solutions
Pennsylvania
$385K +$130 +1 +0%
WA
670
Waverly Advisors
Alabama
$382K +$368K +2,827 New
RFN
671
Redwood Financial Network
Ohio
$381K +$14.1K +108 +4%
NAS
672
Nicolet Advisory Services
Wisconsin
$380K – – –
AMG
673
Asset Management Group
Connecticut
$378K – – –
SIS
674
Sound Income Strategies
Florida
$378K +$128K +982 +54%
LA
675
Lifeworks Advisors
Michigan
$376K +$363K +2,786 New
25 26
27
28 29