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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
251
Waverly Advisors
Alabama
$324K -$277 -3 -0.1%
IAA
252
Independent Advisor Alliance
North Carolina
$317K +$15K +162 +5%
LA
253
Legacy Advisors
Pennsylvania
$317K – – –
TWM
254
TSA Wealth Management
Texas
$312K +$57.1K +618 +23%
TFM
255
TFC Financial Management
Massachusetts
$308K – – –
PI
256
PFG Investments
New York
$303K – – –
CPRC
257
Consolidated Portfolio Review Corp
New York
$302K +$11.2K +121 +4%
AFG
258
Atomi Financial Group
New York
$295K -$574K -6,208 -67%
CIAS
259
CFS Investment Advisory Services
New Jersey
$292K +$282K +3,048 New
ATPW
260
Ashton Thomas Private Wealth
Arizona
$291K +$277 +3 +0.1%
TIM
261
Tortoise Investment Management
New York
$289K +$176K +1,900 +171%
LA
262
LM Advisors
California
$288K – – –
DWM
263
Dakota Wealth Management
Florida
$288K – – –
WAM
264
WNY Asset Management
New York
$288K – – –
SWM
265
Salvus Wealth Management
New Jersey
$288K +$277K +3,000 New
QWP
266
Quotient Wealth Partners
Texas
$283K +$273K +2,951 New
BCV
267
Banque Cantonale Vaudoise
Switzerland
$282K – – –
CL
268
Choreo LLC
Illinois
$279K -$39.9K -432 -13%
WCWM
269
Willow Creek Wealth Management
California
$275K – – –
SSWM
270
Strait & Sound Wealth Management
California
$272K +$33.5K +362 +15%
SAG
271
SageView Advisory Group
California
$272K -$22.6K -245 -8%
WIM
272
Westside Investment Management
California
$272K – – –
FAIM
273
Financial Advocates Investment Management
Washington
$271K -$11.5K -124 -4%
SQA
274
Simon Quick Advisors
New Jersey
$270K +$277 +3 +0.1%
HFA
275
High Falls Advisors
New York
$260K -$124K -1,338 -33%
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