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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
376
Money Concepts Capital
Florida
$228K -$274K -2,323 -56%
KA
377
Klingman & Associates
New York
$227K – – –
NDSI
378
Newman Dignan & Sheerar Inc
Rhode Island
$227K – – –
SFP
379
Shepherd Financial Partners
Massachusetts
$227K – – –
SOWAS
380
Silver Oak Wealth Advisors Services
California
$227K – – –
1WM
381
1900 Wealth Management
Texas
$227K +$212K +1,800 New
FPAS
382
Focus Partners Advisor Solutions
Missouri
$226K +$211K +1,793 New
FFP
383
FourThought Financial Partners
Florida
$224K +$210K +1,780 New
WA
384
Wealthstream Advisors
New York
$224K +$210K +1,779 New
MAMG
385
Milestone Asset Management Group
Connecticut
$221K +$207K +1,752 New
ES
386
Eagle Strategies
New York
$220K +$206K +1,747 New
TA
387
TFB Advisors
Kansas
$220K +$205K +1,741 New
FFA
388
First Foundation Advisors
California
$218K +$205K +1,734 New
MHR
389
Matthew Hamilton Rosenberg
$217K – – –
SFA
390
Sequoia Financial Advisors
Ohio
$216K +$202K +1,712 New
CFG
391
Certior Financial Group
Pennsylvania
$215K +$201K +1,704 New
KPWS
392
Kestra Private Wealth Services
Texas
$209K +$195K +1,657 New
EIA
393
Edgemoor Investment Advisors
Maryland
$208K +$195K +1,650 New
WAL
394
W Advisors LLC
Tennessee
$207K +$193K +1,640 New
MF
395
Montis Financial
Massachusetts
$204K +$191K +1,621 New
EPIME
396
Evelyn Partners Investment Management (Europe)
$204K – – –
CWP
397
Cyndeo Wealth Partners
Florida
$204K +$191K +1,620 New
BCM
398
Beck Capital Management
Texas
$202K +$189K +1,603 New
CW
399
CreativeOne Wealth
Kansas
$200K -$69.6K -590 -27%
EWP
400
Elevation Wealth Partners
California
$193K – – –
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16
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