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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
201
Valmark Advisers
Ohio
$1.1M -$48.3K -604 -4%
IWA
202
IBEX Wealth Advisors
New Jersey
$1.1M +$1.03M +12,910 New
OC
203
Oppenheimer & Co
New York
$1.1M -$41.4K -518 -4%
LSPW
204
Lake Street Private Wealth
Illinois
$1.1M +$15K +188 +1%
GLLW
205
Graves Light Lenhart Wealth
Virginia
$1.09M -$69.4K -868 -6%
NL
206
NWAM LLC
Washington
$1.09M +$1.02M +12,815 New
FHB
207
First Hawaiian Bank
Hawaii
$1.08M -$611K -7,648 -38%
PCM
208
Poehling Capital Management
Wisconsin
$1.08M +$35.4K +443 +4%
MWA
209
Meridian Wealth Advisors
Texas
$1.07M – – –
MAFM
210
Mid Atlantic Financial Management
Pennsylvania
$1.07M +$15.8K +198 +2%
RIA
211
Regal Investment Advisors
Michigan
$1.06M +$1M +12,523 New
PCG
212
Private Capital Group
Connecticut
$1.05M – – –
AAS
213
Avantax Advisory Services
Texas
$1.05M -$2.62M -32,844 -73%
CWM
214
Cornerstone Wealth Management
Missouri
$1.04M +$445K +5,566 +84%
BRWA
215
B. Riley Wealth Advisors
Florida
$1.04M -$480K -6,010 -33%
BFA
216
Bragg Financial Advisors
North Carolina
$1.02M – – –
SCG
217
Sonata Capital Group
Washington
$1.02M – – –
TA
218
TrueWealth Advisors
Alabama
$1.01M +$950K +11,891 New
JIC
219
Joel Isaacson & Co
New York
$1.01M – – –
MA
220
Montag & Associates
Georgia
$1.01M -$344K -4,301 -27%
KIA
221
KCM Investment Advisors
California
$997K – – –
WTB
222
Washington Trust Bank
Washington
$996K – – –
ACP
223
Aviance Capital Partners
Florida
$976K – – –
KM
224
Kalos Management
Georgia
$972K -$740K -9,264 -46%
GT
225
Glenview Trust
Kentucky
$969K +$387K +4,844 +74%
7 8
9
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