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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
301
Diversified Trust
Tennessee
$432K – – –
OC
302
Oppenheimer & Co
New York
$426K -$54.2K -431 -11%
VCM
303
Vivaldi Capital Management
Illinois
$426K – – –
MOS
304
MGO One Seven
Ohio
$425K +$8.55K +68 +2%
HSWM
305
Hubbell Strickland Wealth Management
Louisiana
$424K +$252 +2 +0.1%
GTAM
306
Global Trust Asset Management
Florida
$412K – – –
SFA
307
Sequoia Financial Advisors
Ohio
$411K +$203K +1,615 +87%
IA
308
IFP Advisors
Florida
$406K – – –
M
309
MOTCO
Texas
$403K – – –
SS
310
Sunbelt Securities
Texas
$402K -$125K -996 -23%
CW
311
Channel Wealth
California
$401K -$4.66K -37 -1%
TA
312
TPG Advisors
Illinois
$396K – – –
CA
313
Claro Advisors
Massachusetts
$395K -$28.2K -224 -6%
LA
314
Legacy Advisors
Pennsylvania
$391K – – –
CL
315
Choreo LLC
Illinois
$380K – – –
GP
316
GLR Partners
Maryland
$377K +$400K +3,183 New
GM
317
GeoWealth Management
Illinois
$377K +$151K +1,200 +61%
PI
318
PFG Investments
New York
$376K -$50.3K -400 -11%
GWM
319
Geneos Wealth Management
Colorado
$374K -$18.9K -150 -5%
WIM
320
WealthPlan Investment Management
Nebraska
$369K – – –
DWM
321
Dakota Wealth Management
Florida
$356K – – –
WAM
322
WNY Asset Management
New York
$356K +$377K +3,000 New
SQA
323
Simon Quick Advisors
New Jersey
$342K +$126 +1 +0%
TFM
324
TFC Financial Management
Massachusetts
$333K – – –
PWM
325
Peck Wealth Management
New York
$329K – – –
11 12
13
14 15