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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
326
McGrath & Associates
North Carolina
$205K – – –
JPG
327
Jordan Park Group
California
$204K – – –
EL
328
EQ LLC
Washington
$203K – – –
BCV
329
Banque Cantonale Vaudoise
Switzerland
$202K +$225K +2,230 New
IFG
330
Independent Financial Group
California
$201K +$224K +2,221 New
SS
331
Sunbelt Securities
Texas
$183K -$307K -3,043 -60%
MHR
332
Matthew Hamilton Rosenberg
$156K – – –
BIA
333
Bell Investment Advisors
California
$156K – – –
FFA
334
Farther Finance Advisors
California
$155K -$20K -198 -10%
EPIME
335
Evelyn Partners Investment Management (Europe)
$147K – – –
FHA
336
First Horizon Advisors
Tennessee
$146K +$142K +1,405 +703%
EWP
337
Elevation Wealth Partners
California
$140K – – –
MA
338
Montag & Associates
Georgia
$131K +$7.58K +75 +5%
GC
339
Garde Capital
Washington
$128K – – –
CAL
340
Capital Analysts LLC
Pennsylvania
$116K +$32.6K +323 +34%
SAM
341
Smartleaf Asset Management
Massachusetts
$114K – – –
CFD
342
Creative Financial Designs
Indiana
$113K +$8.89K +88 +8%
TH
343
TCTC Holdings
Texas
$112K – – –
AA
344
Ancora Advisors
Ohio
$110K – – –
AG
345
AmeriFlex Group
Nevada
$109K – – –
BWL
346
Bogart Wealth LLC
Virginia
$108K -$1.01K -10 -0.8%
MWM
347
MorganRosel Wealth Management
Colorado
$93.3K +$104K +1,029 New
CT
348
Colonial Trust
South Carolina
$89.8K – – –
NEWAS
349
N.E.W. Advisory Services
Wisconsin
$87.3K +$97.3K +963 New
IBOK
350
Independence Bank of Kentucky
Kentucky
$87K – – –
12 13
14
15 16