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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
176
Great Valley Advisor Group
Delaware
$279K – – –
PG
177
Patten Group
Tennessee
$276K – – –
CWA
178
Clarus Wealth Advisors
Arizona
$264K +$32.9K +600 +15%
LNC
179
Lincoln National Corp
Pennsylvania
$262K +$14.8K +270 +6%
KA
180
Kovack Advisors
Florida
$259K -$762K -13,920 -76%
AWM
181
Aries Wealth Management
Maine
$259K – – –
GCP
182
GSA Capital Partners
United Kingdom
$257K +$242K +4,416 New
KIA
183
KCM Investment Advisors
California
$256K – – –
PA
184
Parallel Advisors
California
$256K – – –
RDWM
185
Red Door Wealth Management
Tennessee
$251K – – –
VVP
186
Venture Visionary Partners
Ohio
$250K +$235K +4,290 New
AAS
187
Avantax Advisory Services
Texas
$249K -$409K -7,464 -64%
BMC
188
Beaton Management Company
Massachusetts
$245K – – –
RJT
189
Raymond James Trust
Florida
$233K -$8.21K -150 -4%
ACM
190
Advisors Capital Management
New Jersey
$226K +$213K +3,882 New
PBF
191
Petix & Botte Financial
California
$208K +$195K +3,564 New
EVM
192
Eaton Vance Management
Massachusetts
$205K +$193K +3,522 New
GFPC
193
Global Financial Private Client
Florida
$168K -$72K -1,314 -31%
AWA
194
Arkadios Wealth Advisors
Georgia
$133K +$125K +2,286 New
MPCG
195
Matrix Private Capital Group
New York
$122K -$21.4K -390 -16%
IA
196
IFP Advisors
Florida
$103K – – –
AF
197
Advisornet Financial
Minnesota
$92K – – –
HWA
198
Heritage Wealth Advisors
Virginia
$89K – – –
BWL
199
Bogart Wealth LLC
Virginia
$83K – – –
VCM
200
Vigilant Capital Management
Maine
$78K – – –
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8
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