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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
801
Golden State Equity Partners
California
$378K +$375K +2,373 New
PCA
802
Peddock Capital Advisors
Massachusetts
$378K – – –
T
803
Transce3nd
Texas
$374K +$371K +2,344 New
TFG
804
Tilson Financial Group
New Jersey
$373K – – –
LJAC
805
L.J. Altfest & Co
New York
$372K – – –
WA
806
Westfuller Advisors
New York
$371K +$158 +1 +0%
CMS
807
Capital Market Strategies
Florida
$371K – – –
HWA
808
HHM Wealth Advisors
Tennessee
$371K -$6.96K -44 -2%
FPAS
809
Focus Partners Advisor Solutions
Missouri
$367K +$21.7K +137 +6%
CWS
810
Confluence Wealth Services
Pennsylvania
$366K +$348K +2,202 New
IP
811
Ignite Planners
California
$366K -$21.7K -137 -6%
GPA
812
Garrison Point Advisors
California
$365K -$5.54K -35 -2%
VCA
813
Verdence Capital Advisors
Maryland
$364K +$32.6K +206 +10%
BWP
814
Balboa Wealth Partners
Arizona
$364K -$2.92M -18,457 -89%
WCG
815
Weaver Consulting Group
California
$362K – – –
KWM
816
Kingsview Wealth Management
Oregon
$361K +$38.6K +244 +12%
CSWM
817
Cassady Schiller Wealth Management
Ohio
$360K – – –
SO
818
Sierra Ocean
California
$359K +$356K +2,252 New
BBW
819
Blue Barn Wealth
Utah
$359K +$158 +1 +0%
BWM
820
BlackDiamond Wealth Management
New York
$355K – – –
IWB
821
Innovative Wealth Building
Maryland
$355K +$352K +2,226 New
BW
822
BIP Wealth
Georgia
$355K +$98.6K +623 +39%
PD
823
Planning Directions
Pennsylvania
$354K +$43.8K +277 +14%
SVCP
824
Silicon Valley Capital Partners
California
$351K – – –
HPC
825
HM Payson & Co
Maine
$351K -$48.1K -304 -12%
31 32
33
34 35