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iShares US Tech Breakthrough Multisector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
PFG Investments
New York
$525K +$65.3K +1,226 +13%
BCM
27
Brasada Capital Management
Texas
$510K -$20.7K -389 -3%
TPW
28
Transatlantique Private Wealth
New York
$506K -$3.41K -64 -0.6%
TRCT
29
Tower Research Capital (TRC)
New York
$486K +$395K +7,406 +592%
FFA
30
Farther Finance Advisors
California
$431K +$467K +8,765 New
UAG
31
United Advisor Group
Ohio
$410K +$20K +375 +5%
AWS
32
Atria Wealth Solutions
New York
$409K -$37.8K -710 -8%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$387K -$1.44M -27,055 -77%
UBS Group
34
UBS Group
Switzerland
$384K -$104K -1,943 -20%
HighTower Advisors
35
HighTower Advisors
Illinois
$371K +$3.57K +67 +0.9%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$294K -$5.86K -110 -2%
ACP
37
Aviance Capital Partners
Florida
$294K +$11.1K +208 +4%
MFGM
38
Marshall Financial Group (Maryland)
Maryland
$284K -$25.2K -473 -8%
AWM
39
AE Wealth Management
Kansas
$269K -$479K -9,001 -62%
CWP
40
Clark Wealth Partners
Illinois
$254K -$7.46K -140 -3%
RA
41
RFG Advisory
Alabama
$239K +$260K +4,881 New
SFM
42
Signet Financial Management
New Jersey
$238K -$5.38K -101 -2%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$219K +$238K +4,477 New
Creative Planning
44
Creative Planning
Kansas
$215K +$25.7K +482 +12%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$212K +$65.3K +1,226 +39%
Morgan Stanley
46
Morgan Stanley
New York
$194K -$73.6K -1,382 -26%
CTC
47
Central Trust Company
Missouri
$117K
NA
48
NewEdge Advisors
Louisiana
$86.7K
US Bancorp
49
US Bancorp
Minnesota
$77.8K +$65K +1,220 +330%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$75.9K