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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
351
Resources Management Corp
Connecticut
$19K +$2.06K +35 +11%
QCG
352
Quadrant Capital Group
Ohio
$18K -$5.88K -100 -23%
GLLW
353
Graves Light Lenhart Wealth
Virginia
$16K – – –
HPC
354
HM Payson & Co
Maine
$16K – – –
AIC
355
Archer Investment Corporation
Indiana
$15.6K – – –
VCM
356
Versant Capital Management
Arizona
$15K – – –
BTI
357
Blue Trust Inc
Georgia
$15K +$12.9K +220 New
BBPWM
358
Blue Bell Private Wealth Management
Pennsylvania
$14K – – –
AWMS
359
Advocacy Wealth Management Services
Georgia
$13K -$5K -85 -26%
BWM
360
Baystate Wealth Management
Massachusetts
$13K – – –
LSA
361
Lansing Street Advisors
Pennsylvania
$13K – – –
SWM
362
Spire Wealth Management
Virginia
$13K – – –
JWA
363
JFS Wealth Advisors
Pennsylvania
$13K +$9.7K +165 +194%
BWL
364
Bogart Wealth LLC
Virginia
$12K – – –
TCWM
365
Total Clarity Wealth Management
Illinois
$11K +$12K +205 New
RIM
366
Rockbridge Investment Management
New York
$10.8K – – –
HWA
367
HHM Wealth Advisors
Tennessee
$10K – – –
CCM
368
Chilton Capital Management
Texas
$9K +$10.3K +175 New
AWM
369
Accel Wealth Management
Iowa
$8K – – –
WFA
370
West Financial Advisors
Iowa
$8K – – –
BWA
371
BDO Wealth Advisors
Florida
$7K +$7.35K +125 New
IAMOG
372
Investors Asset Management of Georgia
Georgia
$7K +$7.35K +125 New
TSWM
373
Tyler-Stone Wealth Management
Ohio
$6K – – –
WWM
374
Wolff Wiese Magana
California
$6K – – –
CFGS
375
Concourse Financial Group Securities
Alabama
$5K -$3.23K -55 -35%
13 14
15
16 17