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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
301
Concourse Financial Group Securities
Alabama
$239K +$196K +2,405 +411%
TYCC
302
Texas Yale Capital Corp
Florida
$233K – – –
HIS
303
Harvest Investment Services
Illinois
$233K +$239K +2,925 New
CW
304
CreativeOne Wealth
Kansas
$227K +$232K +2,845 New
MGIA
305
Matthew Goff Investment Advisor
Texas
$220K – – –
RCM
306
RB Capital Management
Nevada
$220K +$4.9K +60 +2%
AA
307
AlphaMark Advisors
Kentucky
$216K – – –
PIMG
308
Patriot Investment Management Group
Tennessee
$215K – – –
SSCA
309
South Shore Capital Advisors
Massachusetts
$215K – – –
VWA
310
V Wealth Advisors
Kansas
$210K +$214K +2,625 New
MBT
311
Montecito Bank & Trust
California
$209K -$20.4K -250 -9%
IA
312
IFP Advisors
Florida
$209K +$204K +2,500 +2,273%
YWP
313
YorkBridge Wealth Partners
New York
$206K – – –
SAM
314
Silvercrest Asset Management
New York
$202K +$206K +2,525 New
MC
315
Middleton & Co
Massachusetts
$200K +$204K +2,500 New
CG
316
Cutler Group
California
$199K +$204K +2,500 New
SFP
317
Sterling Financial Planning
New Jersey
$184K -$6.53K -80 -3%
AWA
318
Arkadios Wealth Advisors
Georgia
$159K +$99.6K +1,220 +157%
AWMS
319
Advocacy Wealth Management Services
Georgia
$157K -$51.4K -630 -24%
CP
320
Corbenic Partners
Pennsylvania
$157K – – –
OFG
321
Oxford Financial Group
Indiana
$150K – – –
IF
322
Ironwood Financial
Arizona
$134K – – –
TAM
323
Townsend Asset Management
North Carolina
$116K +$118K +1,450 New
CAM
324
CenterStar Asset Management
Illinois
$115K – – –
RPCA
325
Running Point Capital Advisors
California
$115K – – –
11 12
13
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