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iShares US Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
751
Cassady Schiller Wealth Management
Ohio
$340K – – –
BBW
752
Blue Barn Wealth
Utah
$338K +$276 +2 +0.1%
GFP
753
Gryphon Financial Partners
Ohio
$337K -$16.9K -122 -5%
MCC
754
Money Concepts Capital
Florida
$334K -$3.46K -25 -1%
LAS
755
Lloyd Advisory Services
Georgia
$334K +$307K +2,218 New
BPA
756
Beacon Pointe Advisors
California
$333K -$2.07K -15 -0.7%
BFPW
757
BOK Financial Private Wealth
Colorado
$331K – – –
ACM
758
AlphaStar Capital Management
North Carolina
$329K +$302K +2,185 New
MWM
759
Mission Wealth Management
California
$326K – – –
CPIG
760
Chicago Partners Investment Group
Illinois
$323K -$276 -2 -0.1%
AIM
761
Anchor Investment Management
South Carolina
$322K -$7.6K -55 -3%
AEPWM
762
Atlantic Edge Private Wealth Management
Florida
$322K – – –
PBF
763
Petix & Botte Financial
California
$321K +$295K +2,133 New
Betterment LLC
764
Betterment LLC
New York
$320K -$240K -1,735 -45%
VCA
765
Verdence Capital Advisors
Maryland
$320K -$2.63K -19 -0.9%
AT
766
Arvest Trust
Oklahoma
$320K – – –
DI
767
DAGCO Inc
Ohio
$317K +$30.8K +223 +12%
CFFP
768
Center for Financial Planning
Michigan
$316K – – –
PFA
769
Pinnacle Family Advisors
Missouri
$315K -$1.53M -11,045 -84%
BBNA
770
Bremer Bank National Association
Minnesota
$314K – – –
GAM
771
Garrison Asset Management
Arkansas
$313K – – –
BWM
772
BlackDiamond Wealth Management
New York
$308K +$309K +2,233 New
SWP
773
Semus Wealth Partners
Florida
$307K +$23.6K +171 +9%
GA
774
GFS Advisors
Texas
$306K +$10.9M +78,962 +3,880%
HA
775
Herold Advisors
New York
$306K +$34K +246 +14%