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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
701
Parkside Financial Bank & Trust
Missouri
$440K – – –
TNA
702
True North Advisors
Texas
$439K +$468K +2,420 New
RCA
703
Resonant Capital Advisors
Wisconsin
$437K – – –
FWI
704
Facet Wealth Inc
Maryland
$436K -$29K -150 -6%
GSWM
705
Golden State Wealth Management
California
$436K -$43.5K -225 -9%
CAM
706
Cidel Asset Management
Ontario, Canada
$435K – – –
RCA
707
Ranch Capital Advisors
Florida
$435K – – –
IA
708
Inspire Advisors
Idaho
$435K +$142K +733 +44%
PIA
709
Powell Investment Advisors
Florida
$433K +$193 +1 +0%
CFFP
710
Center for Financial Planning
Michigan
$433K – – –
AWM
711
Alterna Wealth Management
Texas
$432K -$7.73K -40 -2%
SP
712
Stonebrook Private
Michigan
$431K -$3.18M -16,452 -87%
SCM
713
SCS Capital Management
Massachusetts
$430K – – –
TCA
714
Transcend Capital Advisors
New Jersey
$430K +$66.7K +345 +17%
PCA
715
Peddock Capital Advisors
Massachusetts
$430K – – –
RSWM
716
Robertson Stephens Wealth Management
California
$426K -$74.6K -386 -14%
YWM
717
Yardley Wealth Management
Pennsylvania
$426K -$47.9K -248 -10%
TFG
718
Tilson Financial Group
New Jersey
$424K -$36.7K -190 -8%
LJAC
719
L.J. Altfest & Co
New York
$423K – – –
WA
720
Westfuller Advisors
New York
$423K +$193 +1 +0%
WDL
721
Well Done LLC
Michigan
$422K – – –
TFS
722
Thoroughbred Financial Services
Tennessee
$421K -$3.87K -20 -0.9%
WSA
723
Warm Springs Advisors
California
$419K – – –
WFS
724
WealthGarden F.S.
California
$419K -$10.8K -56 -2%
B
725
Bailard
California
$418K – – –
27 28
29
30 31