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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
376
SCS Capital Management
Massachusetts
$225K -$415K -3,302 -63%
OCM
377
Osterweis Capital Management
California
$224K – – –
QT
378
Quantbot Technologies
New York
$222K +$235K +1,871 New
GIM
379
Goelzer Investment Management
Indiana
$220K +$234K +1,859 New
BJL
380
Brighton Jones LLC
Washington
$220K +$233K +1,853 New
RWA
381
Resolute Wealth Advisor
Ohio
$219K +$233K +1,850 New
BF
382
Blankinship & Foster
California
$219K – – –
CRWM
383
Castle Rock Wealth Management
California
$218K – – –
SAW
384
Signal Advisors Wealth
Michigan
$216K -$27.7K -220 -11%
1WM
385
1900 Wealth Management
Texas
$213K – – –
KA
386
Klingman & Associates
New York
$213K – – –
NDSI
387
Newman Dignan & Sheerar Inc
Rhode Island
$213K – – –
SFP
388
Shepherd Financial Partners
Massachusetts
$213K – – –
SOWAS
389
Silver Oak Wealth Advisors Services
California
$213K – – –
SSA
390
Sierra Summit Advisors
Nevada
$213K +$226K +1,800 New
EL
391
EWA LLC
Pennsylvania
$211K -$6.79K -54 -3%
SC
392
Savant Capital
Illinois
$207K +$24.3K +193 +12%
ES
393
Eagle Strategies
New York
$207K – – –
FFA
394
First Foundation Advisors
California
$205K – – –
MHR
395
Matthew Hamilton Rosenberg
$204K – – –
EPIME
396
Evelyn Partners Investment Management (Europe)
$192K – – –
VWM
397
Vermillion Wealth Management
Minnesota
$176K +$126 +1 +0.1%
CAL
398
Capital Analysts LLC
Pennsylvania
$163K – – –
BCWM
399
Bartlett & Co Wealth Management
Ohio
$157K +$4.78K +38 +4%
SEP
400
Signature Equity Partners
Ohio
$157K +$51.3K +408 +45%
14 15
16
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