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iShares US Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
126
Baird Financial Group
Wisconsin
$337K -$94.5K -3,660 -21%
SIM
127
Sterling Investment Management
Arizona
$334K -$16.3K -632 -4%
EWA
128
EP Wealth Advisors
California
$334K +$349K +13,528 New
CAM
129
Carret Asset Management
New York
$333K +$8.78K +340 +3%
BFA
130
Bragg Financial Advisors
North Carolina
$297K -$6.72K -260 -2%
JIC
131
Joel Isaacson & Co
New York
$297K
IC
132
InterOcean Capital
Illinois
$290K
EWM
133
Endurance Wealth Management
Rhode Island
$284K
BFO
134
Boston Family Office
Massachusetts
$277K
ICAS
135
Investors Capital Advisory Services
Massachusetts
$251K +$21K +812 +9%
CTA
136
Chesley Taft & Associates
Illinois
$247K -$20.7K -800 -7%
NPF
137
Norris Perne & French
Michigan
$244K
HVIA
138
Hudson Valley Investment Advisors
New York
$242K
KIA
139
KCM Investment Advisors
California
$238K
LWM
140
LBA Wealth Management
Florida
$232K
MM
141
Meridian Management
Arkansas
$227K
VIA
142
Vantage Investment Advisors
Pennsylvania
$224K
SI
143
SII Investments
Wisconsin
$212K -$207 -8 -0.1%
CCB
144
Cutter & Co Brokerage
Missouri
$209K -$315K -12,204 -59%
AAS
145
Annex Advisory Services
Wisconsin
$207K
RMAM
146
Raab & Moskowitz Asset Management
New Jersey
$206K
NG
147
NatWest Group
United Kingdom
$205K
CLOS
148
Compagnie Lombard Odier SCmA
Switzerland
$198K +$207K +8,000 New
FCCM
149
First City Capital Management
Georgia
$198K
WA
150
WFG Advisors
Texas
$179K -$18.3K -708 -9%