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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
451
MAI Capital Management
Ohio
$41.3K -$154K -1,192 -79%
RFP
452
Root Financial Partners
California
$40.2K – – –
ACA
453
Aptus Capital Advisors
Alabama
$40.2K +$21.6K +167 +116%
AW
454
Avion Wealth
Texas
$40K – – –
HR
455
Howe & Rusling
New York
$38.7K – – –
CT
456
Clearstead Trust
Maine
$38.7K +$38.9K +300 New
KFP
457
Kerr Financial Planning
California
$36.7K -$130 -1 -0.3%
CSP
458
Cary Street Partners
Virginia
$36.7K +$36.8K +284 New
SWM
459
Spire Wealth Management
Virginia
$33.7K -$420K -3,244 -93%
KFI
460
Key Financial Inc
Pennsylvania
$33.3K – – –
KA
461
Kozak & Associates
Colorado
$33.3K – – –
CCMI
462
Creative Capital Management Investments
California
$32.5K – – –
CTA
463
Colonial Trust Advisors
South Carolina
$31K – – –
AUB
464
Atlantic Union Bankshares
Virginia
$30.7K +$18.7K +144 +153%
ITIM
465
Indiana Trust & Investment Management
Indiana
$30.6K – – –
PTC
466
Private Trust Company
Ohio
$29.3K -$40.3K -311 -58%
CIAS
467
Capital Investment Advisory Services
North Carolina
$28.7K – – –
CPG
468
Cornerstone Planning Group
New Jersey
$28.1K -$38.3K -296 -58%
TAM
469
Tucker Asset Management
Colorado
$27.5K +$27.6K +213 New
TCOV
470
Trust Company of Vermont
Vermont
$27.1K – – –
DAM
471
Delta Asset Management
Tennessee
$21.7K – – –
PWMG
472
Private Wealth Management Group
New Jersey
$20.3K -$64.1K -495 -76%
MA
473
MCF Advisors
Kentucky
$19.9K +$19.9K +154 New
MPCG
474
Matrix Private Capital Group
New York
$19.4K -$6.48K -50 -25%
SWP
475
Strategic Wealth Partners
Ohio
$18.1K +$17.9K +138 +6,900%
17 18
19
20 21