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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
201
Guidance Point Advisors
Massachusetts
$206K +$6.26K +90 +3%
CRWM
202
Castle Rock Wealth Management
California
$205K +$192K +2,760 New
DWM
203
Dakota Wealth Management
Florida
$202K – – –
PGFC
204
Peapack-Gladstone Financial Corp
New Jersey
$202K – – –
ATPW
205
Ashton Thomas Private Wealth
Arizona
$202K – – –
GFPC
206
Global Financial Private Client
Florida
$196K – – –
HNB
207
Huntington National Bank
Ohio
$161K – – –
AWA
208
Arkadios Wealth Advisors
Georgia
$153K – – –
WT
209
Whittier Trust
California
$124K – – –
AF
210
Advisornet Financial
Minnesota
$106K – – –
HWA
211
Heritage Wealth Advisors
Virginia
$103K – – –
BWL
212
Bogart Wealth LLC
Virginia
$95K – – –
MPCG
213
Matrix Private Capital Group
New York
$88K -$12.5K -180 -12%
BWP
214
Baldwin Wealth Partners
Massachusetts
$86K – – –
CWM
215
Cranbrook Wealth Management
Michigan
$85K +$87.6K +1,260 New
AFG
216
Albion Financial Group
Utah
$71K – – –
IBOK
217
Independence Bank of Kentucky
Kentucky
$65K – – –
AA
218
Ancora Advisors
Ohio
$62K -$54.2K -780 -46%
IA
219
IFP Advisors
Florida
$45K – – –
BMD
220
Better Money Decisions
New Mexico
$40K +$41.7K +600 New
PWA
221
Phoenix Wealth Advisors
North Carolina
$36K – – –
FF
222
FourThought Financial
Florida
$35K +$37.1K +534 New
MAM
223
McCarthy Asset Management
California
$31K – – –
BCWM
224
Bartlett & Co Wealth Management
Ohio
$30.3K – – –
AWM
225
Atticus Wealth Management
Florida
$30K – – –
7 8
9
10 11