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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
451
Avion Wealth
Texas
$39K +$11.8K +100 +48%
KFP
452
Kerr Financial Planning
California
$38.5K +$35.5K +301 New
HR
453
Howe & Rusling
New York
$37.8K – – –
OPTFSNA
454
Old Point Trust & Financial Services N A
Virginia
$37.8K – – –
KFI
455
Key Financial Inc
Pennsylvania
$32.7K – – –
KA
456
Kozak & Associates
Colorado
$32.1K – – –
CCMI
457
Creative Capital Management Investments
California
$31.7K – – –
CTA
458
Colonial Trust Advisors
South Carolina
$30.2K – – –
ITIM
459
Indiana Trust & Investment Management
Indiana
$29.9K – – –
CIAS
460
Capital Investment Advisory Services
North Carolina
$28K – – –
NS
461
NBC Securities
Alabama
$26.8K +$25.1K +213 New
TCOV
462
Trust Company of Vermont
Vermont
$26.4K – – –
MPCG
463
Matrix Private Capital Group
New York
$25.2K – – –
DAM
464
Delta Asset Management
Tennessee
$21.2K – – –
HIA
465
Harbor Investment Advisory
Maryland
$19.8K +$18.5K +157 New
AWM
466
Accredited Wealth Management
Kentucky
$19.4K +$46.7K +396 +257%
ACA
467
Aptus Capital Advisors
Alabama
$18.1K – – –
BFO
468
Biltmore Family Office
North Carolina
$17.4K – – –
FGA
469
Fortis Group Advisors
New Jersey
$16.6K – – –
RP
470
Rice Partnership
Hawaii
$16.1K +$15.1K +128 New
JWA
471
JFS Wealth Advisors
Pennsylvania
$15.7K -$6.96K -59 -32%
CMA
472
Cedar Mountain Advisors
Oregon
$15.2K – – –
HWA
473
Heartwood Wealth Advisors
Virginia
$15.1K +$14.2K +120 New
AIC
474
Archer Investment Corporation
Indiana
$14.4K – – –
AEPWM
475
Atlantic Edge Private Wealth Management
Florida
$13.9K – – –
17 18
19
20 21