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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
951
Fountainhead AM
New Jersey
$233K – – –
GCM
952
GKV Capital Management
California
$233K +$231K +1,462 New
ACM
953
Arlington Capital Management
Illinois
$233K +$158 +1 +0.1%
NA
954
Novus Advisors
South Carolina
$232K +$230K +1,455 New
EPAM
955
Evelyn Partners Asset Management
$231K +$229K +1,448 New
RCAG
956
Rehmann Capital Advisory Group
Michigan
$230K -$791 -5 -0.3%
HFO
957
Heritage Family Offices
Arizona
$229K +$14.7K +93 +7%
WPC
958
White Pine Capital
Minnesota
$228K – – –
PFM
959
Peak Financial Management
Massachusetts
$228K -$17.7K -112 -7%
RPGK
960
Retirement Planning Group (Kansas)
Kansas
$227K +$225K +1,424 New
PCMC
961
Paragon Capital Management (Colorado)
Colorado
$226K – – –
BF
962
Bonfire Financial
Colorado
$226K +$224K +1,414 New
I2I
963
Insight 2811 Inc
Illinois
$225K – – –
BIAS
964
Beacon Investment Advisory Services
New Jersey
$223K – – –
WAM
965
WealthTrust Asset Management
Florida
$223K +$158 +1 +0.1%
AO
966
Advisor OS
Illinois
$222K +$220K +1,393 New
KFG
967
Kelly Financial Group
Connecticut
$222K +$220K +1,391 New
VP
968
Verum Partners
North Carolina
$222K – – –
BB
969
Bell Bank
North Dakota
$222K – – –
CAM
970
Cozad Asset Management
Illinois
$222K – – –
NFSG
971
Newbridge Financial Services Group
Florida
$220K +$218K +1,379 New
JCM
972
Janney Capital Management
Pennsylvania
$219K +$1.58K +10 +0.7%
MCA
973
Magnolia Capital Advisors
Mississippi
$218K +$216K +1,366 New
PPW
974
Presilium Private Wealth
Pennsylvania
$217K -$68K -430 -24%
FIM
975
Freedom Investment Management
Connecticut
$215K -$4.43K -28 -2%
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39
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