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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
276
CreativeOne Wealth
Kansas
$898K -$38K -383 -4%
CCAM
277
Cascades Capital Asset Management
North Carolina
$897K +$148K +1,494 +20%
YC
278
Yarbrough Capital
Tennessee
$896K – – –
UBP
279
Union Bancaire Privee
Switzerland
$895K +$888K +8,961 New
SIC
280
Salem Investment Counselors
North Carolina
$893K -$99 -1 -0%
TVAMP
281
Tennessee Valley Asset Management Partners
Tennessee
$889K +$991 +10 +0.1%
WA
282
WBH Advisory
Maryland
$883K – – –
PSF
283
Pacific Sun Financial
California
$881K -$4.96K -50 -0.6%
KIM
284
Kane Investment Management
California
$879K +$870K +8,775 New
ATPW
285
Ashton Thomas Private Wealth
Arizona
$876K – – –
MWM
286
Modera Wealth Management
New Jersey
$870K +$515K +5,197 +149%
WP
287
WMS Partners
Maryland
$857K -$19.8K -200 -2%
VCM
288
Virtue Capital Management
Tennessee
$845K -$42.1K -425 -5%
PAS
289
Park Avenue Securities
New York
$845K +$836K +8,440 New
TCA
290
Transcend Capital Advisors
New Jersey
$843K +$835K +8,424 New
LI
291
LMCG Investments
Massachusetts
$828K +$820K +8,274 New
3F
292
360 Financial
Minnesota
$800K +$68.8K +694 +10%
PCP
293
Proficio Capital Partners
Massachusetts
$798K +$790K +7,975 New
KW
294
KWB Wealth
California
$798K +$188K +1,893 +27%
MFG
295
Merit Financial Group
Georgia
$797K +$29.7K +300 +4%
PA
296
Parallel Advisors
California
$776K – – –
CWA
297
Clarus Wealth Advisors
Arizona
$768K +$789K +7,967 New
KNW
298
Kesler Norman & Wride
Utah
$765K +$150K +1,511 +25%
JSW
299
Journey Strategic Wealth
New Jersey
$761K +$50.9K +514 +7%
AWCI
300
Alpine Woods Capital Investors
New York
$751K – – –
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12
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