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iShares US Tech Breakthrough Multisector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HF
51
HRT Financial
New York
$256K +$238K +3,577 New
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$246K +$118K +1,769 +106%
OCA
53
OpenArc Corporate Advisory
Georgia
$220K +$203K +3,060 New
CPSC
54
Carl P. Sherr & Co
Massachusetts
$211K +$196K +2,943 New
Morgan Stanley
55
Morgan Stanley
New York
$165K -$1.26K -19 -0.8%
CWP
56
Clark Wealth Partners
Illinois
$130K +$133 +2 +0.1%
BCWM
57
Bartlett & Co Wealth Management
Ohio
$111K
US Bancorp
58
US Bancorp
Minnesota
$98.9K
BlackRock
59
BlackRock
New York
$77.8K
AF
60
Allworth Financial
California
$75.1K
CTC
61
Central Trust Company
Missouri
$71.8K
SC
62
Steph & Co
Wisconsin
$61K
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$57.4K
CFP
64
Comprehensive Financial Planning
Pennsylvania
$48.6K
IWC
65
Integrated Wealth Concepts
Massachusetts
$47.3K +$43.8K +659 New
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$45.8K +$33.3K +501 +363%
CIAS
67
Capital Investment Advisory Services
North Carolina
$35.9K
HBW
68
Hazlett, Burt & Watson
West Virginia
$35K
PWA
69
Physician Wealth Advisors
Utah
$28.7K
NS
70
NBC Securities
Alabama
$26.9K
PB
71
Pinnacle Bancorp
Nebraska
$26.7K -$3.12K -47 -11%
GRP
72
Global Retirement Partners
California
$25.8K +$23.9K +360 New
TCM
73
TD Capital Management
Tennessee
$25.4K
SPIA
74
Steward Partners Investment Advisory
New York
$21.6K
IA
75
IFP Advisors
Florida
$20.3K