We are live on ! Find out more
IGV icon

iShares Expanded Tech-Software Sector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
301
Ogorek Anthony Joseph
New York
$231K -$46.8K -745 -18%
OWA
302
Outlook Wealth Advisors
Texas
$230K +$209K +3,325 New
WWM
303
Western Wealth Management
Colorado
$229K +$208K +3,305 New
LFS
304
Legacy Financial Strategies
Kansas
$228K +$207K +3,300 New
SWA
305
SOA Wealth Advisors
New York
$228K
FFA
306
First Foundation Advisors
California
$225K +$204K +3,255 New
TPWA
307
TRUE Private Wealth Advisors
Oregon
$225K +$204K +3,250 New
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$225K +$204K +3,250 New
JWCA
309
J.W. Cole Advisors
Florida
$221K -$28.3K -450 -12%
Bessemer Group
310
Bessemer Group
New Jersey
$221K -$102K -1,625 -34%
GWAG
311
Garrett Wealth Advisory Group
Texas
$220K +$200K +3,185 New
KDA
312
Kraft Davis & Associates
Missouri
$216K +$196K +3,120 New
CI
313
Ceera Investments
Texas
$214K +$194K +3,095 New
SFM
314
Signet Financial Management
New Jersey
$211K +$192K +3,055 New
FAIM
315
Financial Advocates Investment Management
Washington
$203K -$36.7K -585 -17%
TYCC
316
Texas Yale Capital Corp
Florida
$202K +$184K +2,925 New
HIS
317
Harvest Investment Services
Illinois
$201K +$183K +2,910 New
PWM
318
Perigon Wealth Management
California
$200K +$182K +2,895 New
IA
319
IFP Advisors
Florida
$192K +$6.91K +110 +4%
HDIM
320
Hanson & Doremus Investment Management
Vermont
$176K
CT
321
Colonial Trust
South Carolina
$168K
VWM
322
Venturi Wealth Management
Texas
$161K -$635K -10,105 -81%
First Manhattan
323
First Manhattan
New York
$156K +$23.5K +375 +20%
FFL
324
Financial Freedom LLC
Ohio
$155K
LFG
325
Larson Financial Group
Missouri
$150K +$9.73K +155 +8%