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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
251
Grassi Investment Management
California
$386K – – –
MCM
252
Manchester Capital Management
Vermont
$385K – – –
WA
253
Wealth Alliance
New York
$381K +$424K +4,203 New
IAA
254
Independent Advisor Alliance
North Carolina
$380K -$10.3M -101,760 -96%
FDW
255
Fourth Dimension Wealth
Ohio
$379K +$222K +2,197 +111%
CMS
256
Capital Market Strategies
Florida
$374K -$20.2K -200 -5%
PG
257
Patten Group
Tennessee
$373K – – –
HGWM
258
Horst & Graben Wealth Management
Oregon
$364K +$40.2K +398 +11%
KCM
259
Kathmere Capital Management
Pennsylvania
$359K – – –
WA
260
Waverly Advisors
Alabama
$357K +$43.3K +429 +12%
SCA
261
Snowden Capital Advisors
New York
$352K -$74.6K -739 -16%
HSWM
262
Hubbell Strickland Wealth Management
Louisiana
$352K -$4.54K -45 -1%
GPA
263
Guidance Point Advisors
Massachusetts
$349K +$2.22K +22 +0.6%
FWP
264
Forefront Wealth Partners
Texas
$348K – – –
SC
265
Seldon Capital
California
$343K – – –
RFA
266
Rollins Financial Advisors
New York
$342K +$381K +3,771 New
AFG
267
Atomi Financial Group
New York
$340K +$22.3K +221 +6%
IA
268
IFP Advisors
Florida
$333K -$15.7K -155 -4%
PFP
269
Paragon Financial Partners
California
$331K +$101 +1 +0%
DT
270
Diversified Trust
Tennessee
$331K +$368K +3,648 New
WLPWM
271
Walled Lake Planning & Wealth Management
Illinois
$331K -$341K -3,375 -48%
IC
272
IEQ Capital
California
$321K -$199K -1,968 -36%
AWP
273
Avid Wealth Partners
Texas
$315K +$351K +3,477 New
CW
274
Channel Wealth
California
$315K – – –
MC
275
Moors & Cabot
Massachusetts
$313K – – –
9 10
11
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