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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
201
4J Wealth Management
Virginia
$322K -$9.03K -132 -3%
VVP
202
Venture Visionary Partners
Ohio
$320K – – –
KV
203
Kickstand Ventures
New York
$319K -$36.9K -540 -11%
MCM
204
Manchester Capital Management
Vermont
$317K – – –
BMC
205
Beaton Management Company
Massachusetts
$314K – – –
PG
206
Patten Group
Tennessee
$307K – – –
HBW
207
Hazlett, Burt & Watson
West Virginia
$304K +$48K +702 +21%
OC
208
Oppenheimer & Co
New York
$304K +$37.7K +552 +16%
HFA
209
High Falls Advisors
New York
$303K +$5.33K +78 +2%
RC
210
Roundview Capital
New Jersey
$303K -$29.1K -426 -10%
VA
211
Valmark Advisers
Ohio
$302K – – –
SEP
212
Southland Equity Partners
Missouri
$299K +$13.9K +204 +5%
OIA
213
OneDigital Investment Advisors
Kansas
$298K +$7.38K +108 +3%
KIG
214
Kennedy Investment Group
New Jersey
$296K – – –
HSWM
215
Hubbell Strickland Wealth Management
Louisiana
$294K +$820 +12 +0.3%
SC
216
Seldon Capital
California
$283K – – –
PIMG
217
Patriot Investment Management Group
Tennessee
$280K – – –
PBO
218
Peoples Bank (Ohio)
Ohio
$271K – – –
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$270K +$5.74K +84 +2%
WANY
220
Wealthspire Advisors (New York)
New York
$269K +$246K +3,600 New
BCP
221
Blue Chip Partners
Michigan
$267K +$244K +3,570 New
RDWM
222
Red Door Wealth Management
Tennessee
$266K – – –
IC
223
IEQ Capital
California
$264K – – –
PCA
224
Prosperity Capital Advisors
Ohio
$262K +$15.2K +222 +7%
GWM
225
Geneos Wealth Management
Colorado
$258K – – –
7 8
9
10 11