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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
151
Bouchey Financial Group
New York
$236K +$213K +5,070 New
PIMG
152
Patriot Investment Management Group
Tennessee
$224K +$202K +4,818 New
OCM
153
Orleans Capital Management
Louisiana
$224K +$202K +4,818 New
GVAG
154
Great Valley Advisor Group
Delaware
$223K +$201K +4,788 New
AS
155
Altshuler Shaham
Israel
$223K +$202K +4,800 New
AP
156
Appleton Partners
Massachusetts
$222K +$201K +4,782 New
GPA
157
Guidance Point Advisors
Massachusetts
$216K +$195K +4,644 New
CFG
158
Citizens Financial Group
Rhode Island
$213K – – –
CFD
159
Creative Financial Designs
Indiana
$213K +$192K +4,572 New
KIA
160
KCM Investment Advisors
California
$205K +$185K +4,398 New
AWM
161
Aries Wealth Management
Maine
$205K +$185K +4,410 New
PA
162
Parallel Advisors
California
$204K – – –
RDWM
163
Red Door Wealth Management
Tennessee
$200K – – –
GFPC
164
Global Financial Private Client
Florida
$198K -$151K -3,594 -46%
MPCG
165
Matrix Private Capital Group
New York
$116K +$9.08K +216 +10%
VFA
166
Valeo Financial Advisors
Indiana
$87K – – –
AF
167
Advisornet Financial
Minnesota
$74K +$756 +18 +1%
BWL
168
Bogart Wealth LLC
Virginia
$67K – – –
VCM
169
Vigilant Capital Management
Maine
$62K -$25.2K -600 -31%
BWP
170
Baldwin Wealth Partners
Massachusetts
$59K – – –
AWM
171
Apollon Wealth Management
South Carolina
$56K +$50.4K +1,200 New
IBOK
172
Independence Bank of Kentucky
Kentucky
$45K – – –
AA
173
Ancora Advisors
Ohio
$41K – – –
PB
174
Pinnacle Bancorp
Nebraska
$37K +$20.4K +486 +162%
KPW
175
Kore Private Wealth
New York
$27K – – –
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