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iShares US Tech Breakthrough Multisector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$239M -$20.4M -523,605 -9%
Bank of America
2
Bank of America
North Carolina
$6.82M +$1.09M +28,105 +21%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.39M -$64K -1,644 -3%
LPL Financial
4
LPL Financial
California
$1.85M +$492K +12,643 +42%
CPC
5
Consolidated Planning Corp
Georgia
$1.54M -$158K -4,061 -10%
Citadel Advisors
6
Citadel Advisors
Florida
$1.26M -$165K -4,247 -13%
AWM
7
Austin Wealth Management
Texas
$1.03M -$23K -591 -3%
PAG
8
Private Advisor Group
New Jersey
$1.03M +$173K +4,448 +23%
AWM
9
AE Wealth Management
Kansas
$996K +$142K +3,648 +20%
SPC
10
Sigma Planning Corp
Michigan
$954K -$751K -19,299 -46%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$731K +$105K +2,709 +19%
Ameriprise
12
Ameriprise
Minnesota
$575K +$129K +3,320 +33%
SWA
13
Stratos Wealth Advisors
Ohio
$554K -$12K -309 -2%
BCM
14
Brasada Capital Management
Texas
$542K +$11.3K +290 +2%
AA
15
Ancora Advisors
Ohio
$537K -$18.2K -467 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$504K +$107K +2,756 +31%
CA
17
Cetera Advisors
Colorado
$401K +$39 +1 +0%
AWS
18
Atria Wealth Solutions
New York
$390K +$51.2K +1,316 +17%
RJA
19
Raymond James & Associates
Florida
$377K +$342K +8,786 New
AssetMark Inc
20
AssetMark Inc
California
$297K +$3.35K +86 +1%
Mariner
21
Mariner
Kansas
$289K +$262K +6,723 New
HighTower Advisors
22
HighTower Advisors
Illinois
$274K +$428 +11 +0.2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$273K +$141K +3,634 +134%
RFC
24
Regions Financial Corp
Alabama
$267K +$242K +6,221 New
Marshall Wace
25
Marshall Wace
United Kingdom
$241K +$218K +5,611 New