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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
126
Clarius Group LLC
Washington
$480K +$536K +9,774 New
BFS
127
Bradley Foster & Sargent
Connecticut
$475K +$142K +2,592 +37%
PWM
128
Perigon Wealth Management
California
$465K -$49.4K -900 -9%
PPW
129
Pinnacle Private Wealth
Massachusetts
$462K – – –
RG
130
Rathbones Group
United Kingdom
$450K – – –
CB
131
Commerce Bank
Missouri
$437K -$8.23K -150 -2%
SIAG
132
Safeguard Investment Advisory Group
California
$431K – – –
MCM
133
Murphy Capital Management
New Jersey
$428K -$32.9K -600 -6%
KA
134
Kearns & Associates
California
$428K – – –
SC
135
Slow Capital
California
$421K -$49.4K -900 -9%
SS
136
Sunbelt Securities
Texas
$418K -$44.8K -816 -9%
CAN
137
Cetera Advisor Networks
California
$412K -$35.5K -648 -7%
SF
138
Synovus Financial
Georgia
$408K +$63.5K +1,158 +16%
ACM
139
Advisors Capital Management
New Jersey
$408K +$116K +2,124 +34%
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$403K -$27.3K -498 -6%
KPW
141
Kore Private Wealth
New York
$401K -$32.9K -600 -7%
CLOS
142
Compagnie Lombard Odier SCmA
Switzerland
$394K +$441K +8,040 New
WA
143
WealthTrust Axiom
Pennsylvania
$390K – – –
PCMC
144
Private Capital Management (Colorado)
Colorado
$389K – – –
CC
145
Cypress Capital
Tennessee
$387K +$35.9K +654 +9%
MA
146
MUFG Americas
New York
$385K -$57.6K -1,050 -12%
RPCONE
147
Retirement Planning Company of New England
Rhode Island
$377K -$28.6K -522 -6%
PWLP
148
Prio Wealth Limited Partnership
Massachusetts
$374K -$92.1K -1,680 -18%
BG
149
Bollard Group
Massachusetts
$373K +$329 +6 +0.1%
EB
150
Eastern Bank
Massachusetts
$370K -$23.7K -432 -5%
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