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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
301
IEQ Capital
California
$240K – – –
AWM
302
Avior Wealth Management
Nebraska
$239K +$81.6K +1,000 +50%
CFGS
303
Concourse Financial Group Securities
Alabama
$239K +$196K +2,405 +411%
TYCC
304
Texas Yale Capital Corp
Florida
$233K – – –
HIS
305
Harvest Investment Services
Illinois
$233K +$239K +2,925 New
CW
306
CreativeOne Wealth
Kansas
$227K +$232K +2,845 New
MGIA
307
Matthew Goff Investment Advisor
Texas
$220K – – –
RCM
308
RB Capital Management
Nevada
$220K +$4.9K +60 +2%
AA
309
AlphaMark Advisors
Kentucky
$216K – – –
PIMG
310
Patriot Investment Management Group
Tennessee
$215K – – –
SSCA
311
South Shore Capital Advisors
Massachusetts
$215K – – –
VWA
312
V Wealth Advisors
Kansas
$210K +$214K +2,625 New
MBT
313
Montecito Bank & Trust
California
$209K -$20.4K -250 -9%
IA
314
IFP Advisors
Florida
$209K +$204K +2,500 +2,273%
YWP
315
YorkBridge Wealth Partners
New York
$206K – – –
SAM
316
Silvercrest Asset Management
New York
$202K +$206K +2,525 New
MC
317
Middleton & Co
Massachusetts
$200K +$204K +2,500 New
CG
318
Cutler Group
California
$199K +$204K +2,500 New
SFP
319
Sterling Financial Planning
New Jersey
$184K -$6.53K -80 -3%
AWA
320
Arkadios Wealth Advisors
Georgia
$159K +$99.6K +1,220 +157%
AWMS
321
Advocacy Wealth Management Services
Georgia
$157K -$51.4K -630 -24%
CP
322
Corbenic Partners
Pennsylvania
$157K – – –
OFG
323
Oxford Financial Group
Indiana
$150K – – –
IF
324
Ironwood Financial
Arizona
$134K – – –
TAM
325
Townsend Asset Management
North Carolina
$116K +$118K +1,450 New
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13
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