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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
251
Blue Chip Partners
Michigan
$360K -$17.3K -275 -5%
NLG
252
New Legacy Group
New York
$358K – – –
CAM
253
Cresset Asset Management
Illinois
$358K -$235K -3,745 -42%
LSA
254
L & S Advisors
California
$349K -$154K -2,450 -33%
JHU
255
Johns Hopkins University
Maryland
$346K – – –
GC
256
Gruss & Co
Florida
$346K +$314K +5,000 New
WAOTB
257
Wealth Advisors of Tampa Bay
Florida
$344K -$60K -955 -16%
CAM
258
Carret Asset Management
New York
$343K -$7.85K -125 -2%
PCIA
259
Prime Capital Investment Advisors
Kansas
$343K +$69.1K +1,100 +29%
CCM
260
Canal Capital Management
Virginia
$339K -$22.3K -355 -7%
HTC
261
Haverford Trust Company
Pennsylvania
$337K – – –
PI
262
PFG Investments
New York
$337K +$9.73K +155 +3%
BAM
263
Belpointe Asset Management
Nevada
$335K -$25.4K -405 -8%
BFG
264
Bleakley Financial Group
New Jersey
$333K -$149K -2,375 -33%
SS
265
Simplicity Solutions
Minnesota
$333K -$149K -2,375 -33%
YDMI
266
Y.D. More Investments
Israel
$322K +$7.22K +115 +3%
TFCP
267
Twin Focus Capital Partners
Massachusetts
$322K – – –
FIA
268
Foundations Investment Advisors
Arizona
$316K -$314 -5 -0.1%
FFS
269
Founders Financial Securities
Maryland
$310K -$71.9K -1,145 -20%
SFP
270
Sandbox Financial Partners
Maryland
$298K – – –
FA
271
Financial Advisors
Massachusetts
$297K – – –
JAG
272
Journey Advisory Group
Kentucky
$294K – – –
VFA
273
Valeo Financial Advisors
Indiana
$291K – – –
CG
274
Cynosure Group
Utah
$291K +$264K +4,200 New
RJT
275
Raymond James Trust
Florida
$287K +$30.5K +485 +13%
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