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iShares US Tech Breakthrough Multisector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Blue Bell Private Wealth Management
76
Blue Bell Private Wealth Management
Pennsylvania
$15.9K – – –
Wells Fargo
77
Wells Fargo
California
$15.8K +$14.6K +220 New
Clearstead Advisors
78
Clearstead Advisors
Ohio
$14.4K – – –
UBS Group
79
UBS Group
Switzerland
$14.1K +$13.1K +197 New
NBH Bank
80
NBH Bank
Colorado
$12.4K +$11.5K +173 New
SIM
81
Synergy Investment Management
Florida
$10.8K +$10K +150 New
Abound Wealth Management
82
Abound Wealth Management
Tennessee
$5.67K – – –
CoreCap Advisors
83
CoreCap Advisors
Michigan
$5.67K -$5.38K -81 -51%
REAP Financial Group
84
REAP Financial Group
Texas
$4.89K – – –
PFS Partners
85
PFS Partners
New Jersey
$4.71K – – –
Russell Investments Group
86
Russell Investments Group
United Kingdom
$4.59K +$4.25K +64 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$3.08K – – –
Hantz Financial Services
88
Hantz Financial Services
Michigan
$3K – – –
AssetMark Inc
89
AssetMark Inc
California
$2.3K – – –
Strive Financial Group
90
Strive Financial Group
Indiana
$1.65K – – –
Creative Financial Designs
91
Creative Financial Designs
Indiana
$1.58K – – –
Tower Research Capital (TRC)
92
Tower Research Capital (TRC)
New York
$1.29K -$17.3K -261 -94%
Waterford Advisors
93
Waterford Advisors
New York
– -$304K -12,548 Closed
Two Sigma Investments
94
Two Sigma Investments
New York
– -$621K -11,200 Closed
DI
95
DAGCO Inc
Ohio
– -$46.9K -846 Closed
Sound Income Strategies
96
Sound Income Strategies
Florida
– -$15K -268 Closed
Bank of Jackson Hole Trust
97
Bank of Jackson Hole Trust
Wyoming
– -$9.6K -173 Closed
AlphaCore Capital
98
AlphaCore Capital
California
– -$3.46K -62 Closed
WPA
99
Wealth Preservation Advisors
Tennessee
– -$849 -15 Closed