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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
276
GeoWealth Management
Illinois
$760K +$219K +1,465 +46%
GC
277
GatePass Capital
Ohio
$759K +$30K +200 +5%
GT
278
Glenmede Trust
Pennsylvania
$756K -$4.49K -30 -0.6%
GA
279
Greenspring Advisors
Maryland
$752K – – –
CWA
280
Capital Wealth Alliance
Arizona
$746K -$8.09K -54 -1%
BWL
281
Bogart Wealth LLC
Virginia
$745K +$14.4K +96 +2%
FOR
282
Family Office Research
Maryland
$729K +$150 +1 +0%
SEP
283
Southland Equity Partners
Missouri
$721K +$14.2K +95 +2%
DAS
284
Dynamic Advisor Solutions
Arizona
$717K +$656K +4,382 New
FDW
285
Fourth Dimension Wealth
Ohio
$703K -$2.85K -19 -0.4%
VR
286
Valued Retirements
Texas
$702K -$3.29K -22 -0.5%
CIA
287
Cape Investment Advisory
Georgia
$702K +$3.15K +21 +0.5%
KNW
288
Kesler Norman & Wride
Utah
$700K -$53.8K -359 -8%
HB
289
Horizon Bancorp
Indiana
$685K – – –
BAM
290
Belpointe Asset Management
Nevada
$681K +$623K +4,160 New
OPW
291
Osprey Private Wealth
New York
$671K – – –
5W
292
5T Wealth
California
$665K -$24.6K -164 -4%
NAG
293
Northstar Advisory Group
New Jersey
$660K -$127K -845 -17%
QCM
294
QRG Capital Management
Illinois
$660K +$290K +1,933 +92%
QC
295
Quadrature Capital
United Kingdom
$650K +$595K +3,973 New
NP
296
NorthRock Partners
Minnesota
$630K +$150 +1 +0%
4WM
297
4J Wealth Management
Virginia
$627K – – –
OCM
298
Orleans Capital Management
Louisiana
$625K – – –
MCM
299
Manchester Capital Management
Vermont
$623K -$4.79K -32 -0.8%
APP
300
Avantax Planning Partners
Iowa
$621K +$4.04K +27 +0.7%
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