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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
376
Klingman & Associates
New York
$227K – – –
NDSI
377
Newman Dignan & Sheerar Inc
Rhode Island
$227K – – –
SFP
378
Shepherd Financial Partners
Massachusetts
$227K – – –
SOWAS
379
Silver Oak Wealth Advisors Services
California
$227K – – –
1WM
380
1900 Wealth Management
Texas
$227K +$212K +1,800 New
FPAS
381
Focus Partners Advisor Solutions
Missouri
$226K +$211K +1,793 New
FFP
382
FourThought Financial Partners
Florida
$224K +$210K +1,780 New
WA
383
Wealthstream Advisors
New York
$224K +$210K +1,779 New
MAMG
384
Milestone Asset Management Group
Connecticut
$221K +$207K +1,752 New
ES
385
Eagle Strategies
New York
$220K +$206K +1,747 New
TA
386
TFB Advisors
Kansas
$220K +$205K +1,741 New
FFA
387
First Foundation Advisors
California
$218K +$205K +1,734 New
MHR
388
Matthew Hamilton Rosenberg
$217K – – –
SFA
389
Sequoia Financial Advisors
Ohio
$216K +$202K +1,712 New
CFG
390
Certior Financial Group
Pennsylvania
$215K +$201K +1,704 New
KPWS
391
Kestra Private Wealth Services
Texas
$209K +$195K +1,657 New
EIA
392
Edgemoor Investment Advisors
Maryland
$208K +$195K +1,650 New
WAL
393
W Advisors LLC
Tennessee
$207K +$193K +1,640 New
MF
394
Montis Financial
Massachusetts
$204K +$191K +1,621 New
EPIME
395
Evelyn Partners Investment Management (Europe)
$204K – – –
CWP
396
Cyndeo Wealth Partners
Florida
$204K +$191K +1,620 New
BCM
397
Beck Capital Management
Texas
$202K +$189K +1,603 New
CW
398
CreativeOne Wealth
Kansas
$200K -$69.6K -590 -27%
EWP
399
Elevation Wealth Partners
California
$193K – – –
MCM
400
MAI Capital Management
Ohio
$190K +$157K +1,330 +731%
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