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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
201
Patriot Investment Management Group
Tennessee
$246K -$20.7K -348 -8%
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$242K +$4.28K +72 +2%
CI
203
CX Institutional
Indiana
$240K +$218K +3,666 New
PBO
204
Peoples Bank (Ohio)
Ohio
$237K – – –
RDWM
205
Red Door Wealth Management
Tennessee
$233K – – –
IC
206
IEQ Capital
California
$232K – – –
TSS
207
Two Sigma Securities
New York
$231K -$20.3K -342 -9%
MFA
208
Mayflower Financial Advisors
Massachusetts
$230K -$2.5K -42 -1%
GWM
209
Geneos Wealth Management
Colorado
$226K – – –
TRCT
210
Tower Research Capital (TRC)
New York
$222K -$552K -9,288 -73%
NF
211
Norwood Financial
Pennsylvania
$220K – – –
BFEC
212
Benjamin F. Edwards & Company
Missouri
$220K +$79.6K +1,338 +66%
DWM
213
Dakota Wealth Management
Florida
$218K +$198K +3,330 New
PFO
214
Pathstone Family Office
New Jersey
$217K +$197K +3,318 New
PCA
215
Prosperity Capital Advisors
Ohio
$216K +$196K +3,294 New
RF
216
Rollins Financial
Georgia
$215K -$16.1K -270 -8%
CWA
217
Capital Wealth Alliance
Arizona
$215K +$195K +3,282 New
CW
218
Channel Wealth
California
$213K +$194K +3,258 New
TFM
219
TFC Financial Management
Massachusetts
$210K – – –
FAIM
220
Financial Advocates Investment Management
Washington
$210K +$191K +3,210 New
SC
221
Savant Capital
Illinois
$210K +$190K +3,198 New
OIA
222
OneDigital Investment Advisors
Kansas
$209K +$189K +3,186 New
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$205K – – –
LFAS
224
Level Four Advisory Services
Texas
$201K +$183K +3,078 New
WIM
225
Westside Investment Management
California
$185K – – –
7 8
9
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