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iShares US Technology ETF
IYW

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
201
Montecito Bank & Trust
California
$4.15M -$26.1K -230 -0.7%
RA
202
RFG Advisory
Alabama
$4.1M +$351K +3,095 +10%
CSWG
203
Cardinal Strategic Wealth Guidance
Kentucky
$4.08M +$1.47M +13,012 +64%
AR
204
Apeiron RIA
Texas
$4.01M +$749K +6,614 +25%
AG
205
Ascent Group
Virginia
$3.98M +$264K +2,331 +8%
FAM
206
Forte Asset Management
New York
$3.93M -$327K -2,883 -8%
FFS
207
Founders Financial Securities
Maryland
$3.84M +$3.54M +31,252 New
KWM
208
KFG Wealth Management
Indiana
$3.77M -$1.04M -9,215 -23%
MW
209
Maia Wealth
Colorado
$3.76M +$3.47M +30,660 New
TA
210
Tactive Advisors
Florida
$3.76M +$3.47M +30,640 New
OCM
211
One Capital Management
California
$3.74M -$441K -3,891 -11%
GL
212
Graypoint LLC
New York
$3.72M +$230K +2,030 +7%
SFS
213
Sowell Financial Services
Arkansas
$3.65M -$37.3K -329 -1%
CL
214
Choreo LLC
Illinois
$3.65M +$339K +2,994 +11%
FMP
215
Financial Management Professionals
Texas
$3.61M -$360K -3,182 -10%
FFWA
216
Forthright Family Wealth Advisory
Texas
$3.58M +$3.3M +29,169 New
FWCM
217
Ferguson Wellman Capital Management
Oregon
$3.57M -$80.4K -710 -2%
IA
218
IFG Advisory
Georgia
$3.55M +$237K +2,088 +8%
JIP
219
Jaffetilchin Investment Partners
Florida
$3.43M -$6.46K -57 -0.2%
BC
220
Bartlett & Co
Ohio
$3.41M – – –
BCWM
221
Bartlett & Co Wealth Management
Ohio
$3.41M – – –
CCB
222
Country Club Bank
Missouri
$3.37M -$3.85K -34 -0.1%
PA
223
Parallel Advisors
California
$3.36M +$6.91K +61 +0.2%
CAG
224
Csenge Advisory Group
Florida
$3.36M -$9.06K -80 -0.3%
DIP
225
DT Investment Partners
Pennsylvania
$3.35M – – –
7 8
9
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