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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
126
Great Valley Advisor Group
Delaware
$1.74M +$19.2K +195 +1%
TFF
127
The Family Firm
Maryland
$1.74M +$165K +1,684 +12%
FA
128
Fiducient Advisors
Illinois
$1.69M – – –
IWA
129
Icon Wealth Advisors
Texas
$1.65M – – –
RBWA
130
RFG - Bristol Wealth Advisors
Massachusetts
$1.64M -$336K -3,421 -19%
OWA
131
One Wealth Advisors
California
$1.63M +$142K +1,443 +11%
CWM
132
Congress Wealth Management
Massachusetts
$1.62M +$158K +1,610 +13%
CGA
133
Crescent Grove Advisors
Illinois
$1.61M – – –
KWM
134
Keebeck Wealth Management
Illinois
$1.6M -$93.7K -954 -6%
IWC
135
Integrated Wealth Concepts
Massachusetts
$1.59M +$75.9K +773 +6%
DAS
136
Diversify Advisory Services
Utah
$1.58M +$22K +224 +2%
HAM
137
Harmony Asset Management
Arizona
$1.55M -$63K -641 -4%
CSIC
138
Clifford Swan Investment Counsel
California
$1.52M -$147K -1,500 -10%
CAM
139
Cresset Asset Management
Illinois
$1.48M – – –
NF
140
Nikulski Financial
Iowa
$1.46M -$415K -4,222 -25%
TSWM
141
Tyler-Stone Wealth Management
Ohio
$1.41M -$18.1K -184 -1%
UW
142
Unique Wealth
Florida
$1.4M +$214K +2,182 +21%
LEA
143
Legacy Edge Advisors
New York
$1.4M -$62.6K -637 -5%
BFO
144
Boston Family Office
Massachusetts
$1.34M – – –
AC
145
Avestar Capital
New York
$1.33M -$48.1K -490 -4%
AIC
146
Ayalon Insurance Company
Israel
$1.33M – – –
PCIG
147
Partners Capital Investment Group
Massachusetts
$1.31M +$1.14M +11,626 New
BPA
148
Beacon Pointe Advisors
California
$1.28M +$16.6K +169 +2%
ATPW
149
Ashton Thomas Private Wealth
Arizona
$1.26M -$33K -336 -3%
CWM
150
Copia Wealth Management
Oregon
$1.24M -$106K -1,082 -9%
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