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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
226
Oppenheimer & Co
New York
$409K +$739 +8 +0.2%
GIM
227
Grassi Investment Management
California
$408K -$9.24K -100 -2%
MCM
228
Manchester Capital Management
Vermont
$408K – – –
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$405K +$44.9K +486 +13%
KWA
230
Kingswood Wealth Advisors
California
$397K +$28.9K +313 +8%
PG
231
Patten Group
Tennessee
$394K – – –
RC
232
Roundview Capital
New Jersey
$389K – – –
PAS
233
Park Avenue Securities
New York
$388K +$96.9K +1,049 +35%
PCA
234
Prosperity Capital Advisors
Ohio
$387K +$6.65K +72 +2%
CIA
235
Concurrent Investment Advisors
Florida
$381K -$44.9K -486 -11%
KCM
236
Kathmere Capital Management
Pennsylvania
$379K +$365K +3,954 New
PBO
237
Peoples Bank (Ohio)
Ohio
$377K -$1.11K -12 -0.3%
HSWM
238
Hubbell Strickland Wealth Management
Louisiana
$377K -$554 -6 -0.2%
SCA
239
Snowden Capital Advisors
New York
$377K +$462 +5 +0.1%
GA
240
Geller Advisors
New York
$372K +$1.29K +14 +0.4%
SC
241
Seldon Capital
California
$363K – – –
BFG
242
Beacon Financial Group
Texas
$355K +$84.6K +915 +33%
PFP
243
Paragon Financial Partners
California
$354K +$185 +2 +0.1%
SA
244
SpiderRock Advisors
Delaware
$345K -$125K -1,350 -27%
WANY
245
Wealthspire Advisors (New York)
New York
$345K – – –
HGWM
246
Horst & Graben Wealth Management
Oregon
$344K +$71.7K +776 +28%
IC
247
IEQ Capital
California
$339K – – –
TA
248
TPG Advisors
Illinois
$338K +$1.85K +20 +0.6%
CW
249
Channel Wealth
California
$333K +$6.75K +73 +2%
GWM
250
Geneos Wealth Management
Colorado
$331K – – –
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