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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
176
KCM Investment Advisors
California
$608K – – –
TW
177
TrinityPoint Wealth
Connecticut
$603K +$203 +4 +0%
FFN
178
Focus Financial Network
Minnesota
$587K +$4.47K +88 +0.8%
RFWA
179
RPg Family Wealth Advisory
Massachusetts
$584K +$6.3K +124 +1%
BRWA
180
B. Riley Wealth Advisors
Florida
$572K -$407 -8 -0.1%
BFO
181
Boston Family Office
Massachusetts
$572K – – –
LSPW
182
Lake Street Private Wealth
Illinois
$568K +$31.3K +616 +6%
MAFM
183
Mid Atlantic Financial Management
Pennsylvania
$565K +$41.9K +824 +8%
SS
184
Sunbelt Securities
Texas
$553K +$193K +3,804 +54%
F
185
F3Logic
Minnesota
$537K +$610 +12 +0.1%
NL
186
NWAM LLC
Washington
$528K -$50.2K -988 -9%
WI
187
Wintrust Investments
Illinois
$523K – – –
AWE
188
Avidian Wealth Enterprises
Texas
$520K +$173K +3,400 +50%
MA
189
Montag & Associates
Georgia
$518K -$47.8K -940 -8%
FANJ
190
Financial Architects (New Jersey)
New Jersey
$511K -$63.2K -1,244 -11%
CAM
191
Carret Asset Management
New York
$505K – – –
CBA
192
Coastal Bridge Advisors
Connecticut
$504K – – –
PWLP
193
Prio Wealth Limited Partnership
Massachusetts
$503K -$14.2K -280 -3%
IA
194
IFG Advisory
Georgia
$503K +$6.91K +136 +1%
TPWA
195
TRUE Private Wealth Advisors
Oregon
$499K – – –
SWM
196
Sequoia Wealth Management
Illinois
$495K +$484K +9,520 New
DC
197
Davenport & Co
Virginia
$493K -$21.3K -420 -4%
PIMG
198
Patriot Investment Management Group
Tennessee
$493K +$81.3K +1,600 +20%
GP
199
Girard Partners
Pennsylvania
$492K +$43.5K +856 +10%
TA
200
Tiedemann Advisors
New York
$485K – – –
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8
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