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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
276
Choreo LLC
Illinois
$303K – – –
CIA
277
Cape Investment Advisory
Georgia
$299K +$37.1K +369 +14%
QWP
278
Quotient Wealth Partners
Texas
$297K -$4.42K -44 -1%
CIAS
279
CFS Investment Advisory Services
New Jersey
$295K -$16K -159 -5%
WCWM
280
Willow Creek Wealth Management
California
$292K – – –
SWM
281
Spire Wealth Management
Virginia
$290K +$68.8K +685 +32%
FTUS
282
Flow Traders U.S.
New York
$290K +$286K +2,842 New
FAIM
283
Financial Advocates Investment Management
Washington
$289K +$905 +9 +0.3%
WIM
284
Westside Investment Management
California
$289K – – –
RDWM
285
Red Door Wealth Management
Tennessee
$273K – – –
SSI
286
Scott & Selber Inc
Texas
$270K – – –
GIA
287
Gladstone Institutional Advisory
Florida
$270K – – –
VFA
288
Valeo Financial Advisors
Indiana
$265K +$302 +3 +0.1%
BONH
289
Bank of New Hampshire
New Hampshire
$263K – – –
QCM
290
QRG Capital Management
Illinois
$263K – – –
LIM
291
Leavell Investment Management
Alabama
$263K +$259K +2,575 New
PS
292
Principal Securities
Iowa
$257K – – –
EA
293
Everpar Advisors
Oklahoma
$256K -$6.83K -68 -3%
RMC
294
Ring Mountain Capital
California
$256K +$252K +2,504 New
BCI
295
Brinker Capital Investments
Pennsylvania
$256K +$252K +2,503 New
OPS
296
Orion Portfolio Solutions
Nebraska
$256K +$252K +2,503 New
HFA
297
High Falls Advisors
New York
$252K -$24.7K -246 -9%
TI
298
Trexquant Investment
Connecticut
$251K +$4.12K +41 +2%
MWAM
299
Manhattan West Asset Management
California
$245K -$1.21K -12 -0.5%
AP
300
Adero Partners
California
$245K – – –
10 11
12
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