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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
326
Cordasco Financial Network
Florida
$44K – – –
VFA
327
Valeo Financial Advisors
Indiana
$40K +$25.5K +360 +160%
DWMG
328
DB Wealth Management Group
California
$37K – – –
EWM
329
Elmwood Wealth Management
California
$34K +$35.4K +500 New
CWA
330
Carolina Wealth Advisors
South Carolina
$33K – – –
EIP
331
Ellis Investment Partners
Pennsylvania
$29K – – –
EDRH
332
Edmond de Rothschild Holding
Switzerland
$27K -$500K -7,055 -95%
MAM
333
McCarthy Asset Management
California
$27K -$1.06K -15 -4%
CAAS
334
Capital Asset Advisory Services
Michigan
$27K +$23.7K +335 +558%
MPCG
335
Matrix Private Capital Group
New York
$27K +$28.4K +400 New
PWA
336
Phoenix Wealth Advisors
North Carolina
$26K – – –
AF
337
Allworth Financial
California
$25K – – –
MCC
338
Money Concepts Capital
Florida
$23K -$354 -5 -1%
QCG
339
Quadrant Capital Group
Ohio
$23K – – –
SFSIG
340
San Francisco Sentry Investment Group
California
$23K – – –
FPW
341
Flagship Private Wealth
Massachusetts
$22.8K -$9.92K -140 -30%
TWA
342
TCI Wealth Advisors
Arizona
$22K +$4.61K +65 +26%
BWL
343
Bogart Wealth LLC
Virginia
$20K – – –
GRP
344
Global Retirement Partners
California
$20K – – –
GLLW
345
Graves Light Lenhart Wealth
Virginia
$20K – – –
SMG
346
Spectrum Management Group
Indiana
$20K +$20.9K +295 New
AIC
347
Archer Investment Corporation
Indiana
$19.8K – – –
VCM
348
Versant Capital Management
Arizona
$19K +$20.2K +285 New
PK
349
Pflug Koory
Nebraska
$18K – – –
BW
350
Bison Wealth
Georgia
$18K +$3.54K +50 +24%
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14
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