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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
251
Guidance Point Advisors
Massachusetts
$617K -$11.9K -101 -2%
AA
252
Advisory Alpha
Michigan
$614K +$567K +4,809 New
OCM
253
Orleans Capital Management
Louisiana
$607K – – –
SIAG
254
Safeguard Investment Advisory Group
California
$605K – – –
SEP
255
Southland Equity Partners
Missouri
$596K +$10.4K +88 +2%
FHC
256
First Horizon Corporation
Tennessee
$596K +$558K +4,729 New
CWA
257
Capital Wealth Alliance
Arizona
$591K -$21.8K -185 -4%
SAM
258
Sawgrass Asset Management
Florida
$587K – – –
BMC
259
Beaton Management Company
Massachusetts
$586K – – –
SI
260
Saxon Interests
Texas
$583K -$1.77K -15 -0.3%
BCV
261
Banque Cantonale Vaudoise
Switzerland
$578K – – –
KWA
262
Kingswood Wealth Advisors
California
$572K +$18.8K +159 +4%
EA
263
Everpar Advisors
Oklahoma
$562K +$20.9K +177 +4%
GIM
264
Glenmede Investment Management
Pennsylvania
$553K – – –
MOS
265
MGO One Seven
Ohio
$552K +$233K +1,974 +82%
GM
266
GeoWealth Management
Illinois
$549K +$514K +4,359 New
SS
267
Sunbelt Securities
Texas
$547K -$84.1K -713 -14%
HB
268
Horizon Bancorp
Indiana
$543K – – –
PS
269
Principal Securities
Iowa
$541K – – –
LIM
270
Leavell Investment Management
Alabama
$540K -$82K -695 -14%
VVP
271
Venture Visionary Partners
Ohio
$540K – – –
OC
272
Oppenheimer & Co
New York
$528K -$62.5K -530 -11%
PG
273
Patten Group
Tennessee
$518K – – –
CF
274
Centaurus Financial
California
$515K +$24.6K +209 +5%
EWA
275
Etesian Wealth Advisors
Oregon
$507K -$159K -1,347 -25%
9 10
11
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