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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
226
Strait & Sound Wealth Management
California
$480K +$227K +2,248 +74%
WWC
227
Waypoint Wealth Counsel
Georgia
$478K +$303 +3 +0.1%
EWA
228
Etesian Wealth Advisors
Oregon
$474K +$96.1K +952 +22%
BFG
229
Bouchey Financial Group
New York
$460K – – –
VA
230
Valmark Advisers
Ohio
$459K -$909 -9 -0.2%
CWA
231
Capital Wealth Alliance
Arizona
$457K -$607K -6,007 -54%
HI
232
Harbour Investments
Wisconsin
$455K +$320K +3,167 +171%
SI
233
Saxon Interests
Texas
$452K -$1.82K -18 -0.4%
FCH
234
Freestone Capital Holdings
Washington
$447K – – –
SJIM
235
St. Johns Investment Management
Florida
$446K -$5.05K -50 -1%
OCM
236
Orleans Capital Management
Louisiana
$437K – – –
CB
237
Commerce Bank
Missouri
$435K – – –
SIAG
238
Safeguard Investment Advisory Group
California
$435K +$101 +1 +0%
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$430K +$46K +455 +11%
OC
240
Oppenheimer & Co
New York
$424K -$3.74K -37 -0.8%
SAM
241
Sawgrass Asset Management
Florida
$423K – – –
BMC
242
Beaton Management Company
Massachusetts
$422K – – –
LIM
243
Leavell Investment Management
Alabama
$421K +$209K +2,070 +80%
KWA
244
Kingswood Wealth Advisors
California
$404K +$33.2K +329 +8%
PCA
245
Prosperity Capital Advisors
Ohio
$401K +$9.7K +96 +2%
GT
246
Glenmede Trust
Pennsylvania
$398K – – –
VR
247
Valued Retirements
Texas
$392K – – –
4WM
248
4J Wealth Management
Virginia
$391K – – –
HB
249
Horizon Bancorp
Indiana
$391K -$60.8K -602 -12%
VVP
250
Venture Visionary Partners
Ohio
$389K – – –
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