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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
276
Bogart Wealth LLC
Virginia
$528K +$4.4K +35 +0.8%
PWP
277
Phillips Wealth Planners
Mississippi
$527K +$24.2K +192 +6%
GC
278
GatePass Capital
Ohio
$526K – – –
FDW
279
Fourth Dimension Wealth
Ohio
$512K -$3.15K -25 -0.6%
VR
280
Valued Retirements
Texas
$511K -$503 -4 -0.1%
SEP
281
Southland Equity Partners
Missouri
$511K -$43.4K -345 -7%
VVP
282
Venture Visionary Partners
Ohio
$508K – – –
CIA
283
Cape Investment Advisory
Georgia
$506K +$73.2K +582 +16%
5W
284
5T Wealth
California
$501K +$9.94K +79 +2%
HB
285
Horizon Bancorp
Indiana
$496K -$15K -119 -3%
OPW
286
Osprey Private Wealth
New York
$486K – – –
PFP
287
Paragon Financial Partners
California
$486K +$126 +1 +0%
PG
288
Patten Group
Tennessee
$482K -$5.16K -41 -1%
IWC
289
Integrated Wealth Concepts
Massachusetts
$481K +$197K +1,569 +63%
EWA
290
Etesian Wealth Advisors
Oregon
$477K – – –
NP
291
NorthRock Partners
Minnesota
$457K -$74.9K -595 -13%
MCM
292
Manchester Capital Management
Vermont
$455K – – –
4WM
293
4J Wealth Management
Virginia
$454K – – –
FSAG
294
Financial Solutions Advisory Group
Illinois
$453K +$481K +3,822 New
OCM
295
Orleans Capital Management
Louisiana
$453K -$126K -1,000 -21%
SC
296
Seldon Capital
California
$449K – – –
APP
297
Avantax Planning Partners
Iowa
$446K +$474K +3,766 New
ACA
298
Alpha Capital Advisors
Maine
$445K +$126 +1 +0%
WANY
299
Wealthspire Advisors (New York)
New York
$440K -$524K -4,163 -53%
TIM
300
Tortoise Investment Management
New York
$435K – – –
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