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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
226
Kennedy Investment Group
New Jersey
$373K – – –
PBO
227
Peoples Bank (Ohio)
Ohio
$372K -$175 -2 -0.1%
HSWM
228
Hubbell Strickland Wealth Management
Louisiana
$371K +$88 +1 +0%
SCA
229
Snowden Capital Advisors
New York
$370K +$88 +1 +0%
PCH
230
PGIM Custom Harvest
New Jersey
$369K +$342K +3,911 New
GA
231
Geller Advisors
New York
$364K -$48.9K -559 -13%
KWA
232
Kingswood Wealth Advisors
California
$361K +$335K +3,830 New
SC
233
Seldon Capital
California
$357K – – –
HVIA
234
Hudson Valley Investment Advisors
New York
$354K -$350K -4,000 -83%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$352K +$1.58K +18 +0.5%
PFP
236
Paragon Financial Partners
California
$348K +$88 +1 +0%
AP
237
Advisors Preferred
Maryland
$343K +$158K +1,804 +100%
WANY
238
Wealthspire Advisors (New York)
New York
$340K – – –
IC
239
IEQ Capital
California
$334K – – –
TA
240
TPG Advisors
Illinois
$331K +$307K +3,505 New
GWM
241
Geneos Wealth Management
Colorado
$325K – – –
CL
242
Choreo LLC
Illinois
$322K +$41.2K +470 +16%
CW
243
Channel Wealth
California
$321K – – –
WA
244
Waverly Advisors
Alabama
$319K +$296K +3,384 New
LA
245
Legacy Advisors
Pennsylvania
$311K +$289K +3,300 New
GCP
246
GSA Capital Partners
United Kingdom
$308K +$286K +3,261 New
TFM
247
TFC Financial Management
Massachusetts
$303K – – –
WWC
248
Waypoint Wealth Counsel
Georgia
$303K +$281K +3,208 New
PI
249
PFG Investments
New York
$298K +$2.01K +23 +0.7%
IAA
250
Independent Advisor Alliance
North Carolina
$297K +$275K +3,145 New
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