We are live on ! Find out more
IYW icon

iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
151
Joel Isaacson & Co
New York
$302K – – –
SC
152
Savant Capital
Illinois
$299K +$297K +11,880 New
NFG
153
Next Financial Group
Texas
$293K +$285K +11,416 +5,285%
MIAN
154
Mariner Independent Advisor Network
Kansas
$285K – – –
BFO
155
Boston Family Office
Massachusetts
$282K – – –
HCM
156
Hollencrest Capital Management
California
$282K +$280K +11,200 New
LWM
157
LBA Wealth Management
Florida
$280K -$32.5K -1,300 -10%
CTA
158
Chesley Taft & Associates
Illinois
$272K +$60K +2,400 +29%
SI
159
SII Investments
Wisconsin
$268K +$25.8K +1,032 +11%
NES
160
New England Securities
New York
$252K -$142K -5,684 -36%
CFA
161
Carroll Financial Associates
North Carolina
$245K – – –
CWA
162
Constellation Wealth Advisors
New York
$240K -$653K -26,160 -73%
ICAS
163
Investors Capital Advisory Services
Massachusetts
$237K – – –
AAS
164
Annex Advisory Services
Wisconsin
$236K -$8.69K -348 -4%
EWA
165
Exencial Wealth Advisors
Oklahoma
$233K – – –
MM
166
Meridian Management
Arkansas
$232K – – –
VIA
167
Vantage Investment Advisors
Pennsylvania
$228K – – –
JMPWA
168
JP Morgan Private Wealth Advisors
California
$226K +$224K +8,964 New
SI
169
Sprott Inc
Ontario, Canada
$222K +$220K +8,800 New
CC
170
Courier Capital
New York
$221K – – –
WA
171
WFG Advisors
Texas
$219K +$4.5K +180 +2%
RMAM
172
Raab & Moskowitz Asset Management
New Jersey
$211K -$4.1K -164 -2%
RBC
173
Ronald Blue & Co
Georgia
$206K +$204K +8,180 New
RTS
174
Round Table Services
New Jersey
$202K +$200K +8,000 New
MFS
175
MSI Financial Services
Massachusetts
$139K +$31.5K +1,260 +29%
5 6
7
8 9