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iShares Expanded Tech Sector ETF
IGM

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
201
Bollard Group
Massachusetts
$602K -$51K -507 -8%
IWC
202
Integrated Wealth Concepts
Massachusetts
$590K +$25.4K +253 +5%
SWA
203
SOA Wealth Advisors
New York
$589K +$302 +3 +0.1%
SPC
204
Sigma Planning Corp
Michigan
$583K +$45.4K +452 +9%
TCM
205
Tufton Capital Management
Maryland
$582K – – –
BCM
206
Becker Capital Management
Oregon
$572K – – –
IC
207
IEQ Capital
California
$562K +$198K +1,968 +56%
EWM
208
Empirical Wealth Management
Washington
$546K +$25.2K +251 +5%
SEP
209
Southland Equity Partners
Missouri
$541K +$26.7K +266 +5%
WWC
210
Waypoint Wealth Counsel
Georgia
$537K +$302 +3 +0.1%
SS
211
Sunbelt Securities
Texas
$521K +$299K +2,974 +143%
BFG
212
Bouchey Financial Group
New York
$518K – – –
VA
213
Valmark Advisers
Ohio
$517K +$30.3K +301 +6%
OCM
214
Orleans Capital Management
Louisiana
$513K – – –
SI
215
Saxon Interests
Texas
$511K -$905 -9 -0.2%
SJIM
216
St. Johns Investment Management
Florida
$507K – – –
FCH
217
Freestone Capital Holdings
Washington
$503K -$5.03K -50 -1%
HB
218
Horizon Bancorp
Indiana
$501K – – –
CB
219
Commerce Bank
Missouri
$490K -$13.6K -135 -3%
SIAG
220
Safeguard Investment Advisory Group
California
$490K +$302 +3 +0.1%
OC
221
Oppenheimer & Co
New York
$481K +$45.2K +450 +11%
SAM
222
Sawgrass Asset Management
Florida
$476K -$19.3K -192 -4%
BMC
223
Beaton Management Company
Massachusetts
$475K – – –
SCA
224
Snowden Capital Advisors
New York
$472K +$70.6K +702 +18%
KIG
225
Kennedy Investment Group
New Jersey
$463K – – –
7 8
9
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