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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
151
InterOcean Capital
Illinois
$308K – – –
SWP
152
Stratos Wealth Partners
Ohio
$295K +$73.4K +2,792 +33%
BFO
153
Boston Family Office
Massachusetts
$294K – – –
EWM
154
Endurance Wealth Management
Rhode Island
$286K +$287K +10,936 New
CTA
155
Chesley Taft & Associates
Illinois
$283K – – –
NPF
156
Norris Perne & French
Michigan
$279K – – –
GW
157
GW & Wade
Massachusetts
$273K – – –
HVIA
158
Hudson Valley Investment Advisors
New York
$268K +$268K +10,200 New
RPG
159
Risk Paradigm Group
Texas
$253K +$254K +9,652 New
KIA
160
KCM Investment Advisors
California
$253K – – –
EWA
161
Exencial Wealth Advisors
Oklahoma
$247K – – –
LWM
162
LBA Wealth Management
Florida
$246K -$24.7K -940 -9%
ICAS
163
Investors Capital Advisory Services
Massachusetts
$245K – – –
HCM
164
Hollencrest Capital Management
California
$241K – – –
MM
165
Meridian Management
Arkansas
$241K – – –
JPTCCM
166
J.P. Turner & Co Capital Management
Georgia
$233K +$4.1K +156 +2%
FHC
167
First Heartland Consultants
Missouri
$232K -$520K -19,788 -69%
CC
168
Courier Capital
New York
$230K – – –
SI
169
SII Investments
Wisconsin
$230K – – –
CLOS
170
Compagnie Lombard Odier SCmA
Switzerland
$229K +$229K +8,728 New
AAS
171
Annex Advisory Services
Wisconsin
$220K -$26.1K -992 -11%
RMAM
172
Raab & Moskowitz Asset Management
New Jersey
$220K -$4.31K -164 -2%
NG
173
NatWest Group
United Kingdom
$218K – – –
PFS
174
Prospera Financial Services
Texas
$216K -$21.1M -802,288 -99%
RBC
175
Ronald Blue & Co
Georgia
$215K – – –
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7
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