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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
251
SOA Wealth Advisors
New York
$895K +$449 +3 +0.1%
PJSIMP
252
P.J. Schmidt Investment Management (PJS)
Wisconsin
$886K -$114K -758 -12%
IA
253
IFP Advisors
Florida
$884K +$297K +1,980 +58%
NF
254
Nikulski Financial
Iowa
$868K -$769K -5,137 -49%
RFA
255
Rollins Financial Advisors
New York
$867K +$44.2K +295 +6%
FCH
256
Freestone Capital Holdings
Washington
$865K +$53.9K +360 +7%
HGWM
257
Horst & Graben Wealth Management
Oregon
$861K – – –
CB
258
Commerce Bank
Missouri
$854K -$15K -100 -2%
FHC
259
First Horizon Corporation
Tennessee
$841K – – –
GAM
260
Grandview Asset Management
Pennsylvania
$839K -$77.4K -517 -9%
KIM
261
Kane Investment Management
California
$839K +$13.8K +92 +2%
AA
262
Ancora Advisors
Ohio
$836K – – –
BFG
263
Bouchey Financial Group
New York
$829K – – –
KV
264
Kickstand Ventures
New York
$828K – – –
BMC
265
Beaton Management Company
Massachusetts
$810K – – –
TCA
266
Transcend Capital Advisors
New Jersey
$810K -$87.3K -583 -11%
SJIM
267
St. Johns Investment Management
Florida
$804K – – –
SB
268
Strategic Blueprint
Georgia
$802K -$5.69K -38 -0.8%
SI
269
Saxon Interests
Texas
$802K -$2.55K -17 -0.3%
RW
270
Ridgeline Wealth
Arizona
$800K -$6.89K -46 -0.9%
GPA
271
Guidance Point Advisors
Massachusetts
$797K +$449 +3 +0.1%
SIAG
272
Safeguard Investment Advisory Group
California
$787K +$300 +2 +0%
CF
273
Centaurus Financial
California
$776K +$30.3K +202 +4%
KWA
274
Kingswood Wealth Advisors
California
$767K -$1.2K -8 -0.2%
PS
275
Principal Securities
Iowa
$764K +$1.2K +8 +0.2%
9 10
11
12 13