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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
226
Aries Wealth Management
Maine
$450K – – –
KV
227
Kickstand Ventures
New York
$449K -$2.21K -22 -0.5%
GT
228
Glenmede Trust
Pennsylvania
$448K – – –
CMS
229
Capital Market Strategies
Florida
$442K – – –
VR
230
Valued Retirements
Texas
$441K – – –
4WM
231
4J Wealth Management
Virginia
$440K – – –
SB
232
Strategic Blueprint
Georgia
$439K -$1.41K -14 -0.3%
VVP
233
Venture Visionary Partners
Ohio
$438K – – –
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$438K +$6.83K +68 +2%
PCA
235
Prosperity Capital Advisors
Ohio
$438K +$24.9K +248 +6%
EWA
236
Etesian Wealth Advisors
Oregon
$436K +$429K +4,273 New
ATPW
237
Ashton Thomas Private Wealth
Arizona
$435K +$123K +1,228 +40%
GIM
238
Grassi Investment Management
California
$434K – – –
MCM
239
Manchester Capital Management
Vermont
$434K – – –
KWA
240
Kingswood Wealth Advisors
California
$422K -$1.21K -12 -0.3%
PG
241
Patten Group
Tennessee
$420K – – –
WANY
242
Wealthspire Advisors (New York)
New York
$415K +$47.1K +469 +13%
RC
243
Roundview Capital
New Jersey
$414K – – –
KCM
244
Kathmere Capital Management
Pennsylvania
$404K – – –
HSWM
245
Hubbell Strickland Wealth Management
Louisiana
$401K +$201 +2 +0.1%
PBO
246
Peoples Bank (Ohio)
Ohio
$400K -$1.11K -11 -0.3%
GA
247
Geller Advisors
New York
$396K – – –
FWP
248
Forefront Wealth Partners
Texas
$392K +$386K +3,840 New
IA
249
IFP Advisors
Florida
$391K +$385K +3,829 New
GPA
250
Guidance Point Advisors
Massachusetts
$391K +$116K +1,156 +43%
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