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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
176
Glenmede Trust
Pennsylvania
$620K – – –
GLLW
177
Graves Light Lenhart Wealth
Virginia
$620K – – –
SFSIG
178
San Francisco Sentry Investment Group
California
$614K -$2.74K -56 -0.4%
PWP
179
Principle Wealth Partners
Connecticut
$606K +$313K +6,400 +109%
CG
180
Colony Group
Massachusetts
$602K – – –
KIA
181
KCM Investment Advisors
California
$590K – – –
JIC
182
Joel Isaacson & Co
New York
$589K -$4.3K -88 -0.7%
TW
183
TrinityPoint Wealth
Connecticut
$586K -$19.4K -396 -3%
FFN
184
Focus Financial Network
Minnesota
$565K +$1.17K +24 +0.2%
NL
185
NWAM LLC
Washington
$561K +$34.6K +708 +7%
RFWA
186
RPg Family Wealth Advisory
Massachusetts
$560K -$102K -2,084 -16%
FANJ
187
Financial Architects (New Jersey)
New Jersey
$557K -$16.4K -336 -3%
BRWA
188
B. Riley Wealth Advisors
Florida
$555K -$30.1K -616 -5%
BFO
189
Boston Family Office
Massachusetts
$554K – – –
MA
190
Montag & Associates
Georgia
$548K -$214K -4,380 -28%
CFA
191
Carroll Financial Associates
North Carolina
$536K +$9.78K +200 +2%
CFGS
192
Concourse Financial Group Securities
Alabama
$533K -$526K -10,752 -50%
F
193
F3Logic
Minnesota
$521K +$4.11K +84 +0.8%
LSPW
194
Lake Street Private Wealth
Illinois
$520K +$514K +10,512 New
DC
195
Davenport & Co
Virginia
$514K +$8.8K +180 +2%
WI
196
Wintrust Investments
Illinois
$507K -$58.7K -1,200 -10%
MAFM
197
Mid Atlantic Financial Management
Pennsylvania
$507K +$13.5K +276 +3%
MFG
198
Magnus Financial Group
New York
$504K -$38.3K -784 -7%
PWLP
199
Prio Wealth Limited Partnership
Massachusetts
$501K -$2.93K -60 -0.6%
CAM
200
Carret Asset Management
New York
$489K – – –
6 7
8
9 10