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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
351
Baystate Wealth Management
Massachusetts
$12K – – –
BTI
352
Blue Trust Inc
Georgia
$12K – – –
BWL
353
Bogart Wealth LLC
Virginia
$11K – – –
HWA
354
HHM Wealth Advisors
Tennessee
$9K – – –
AWM
355
Accel Wealth Management
Iowa
$8K – – –
WFA
356
West Financial Advisors
Iowa
$8K – – –
CFGS
357
Concourse Financial Group Securities
Alabama
$8K +$2.84K +50 +50%
MA
358
Montag & Associates
Georgia
$8K +$8.53K +150 New
IAMOG
359
Investors Asset Management of Georgia
Georgia
$6K – – –
TSWM
360
Tyler-Stone Wealth Management
Ohio
$6K – – –
WWM
361
Wolff Wiese Magana
California
$6K – – –
SC
362
SouthState Corp
Florida
$5K -$46.3K -815 -89%
CAAS
363
Capital Asset Advisory Services
Michigan
$5K – – –
RDFA
364
Ritter Daniher Financial Advisory
Ohio
$5K – – –
LPP
365
Life Planning Partners
Florida
$3.5K – – –
PVH
366
Psagot Value Holdings
Israel
$3K -$372K -6,550 -99%
BEI
367
Benjamin Edwards Inc
Missouri
$3K -$71.3K -1,255 -95%
GRP
368
Global Retirement Partners
California
$3K – – –
RG
369
Retirement Group
California
$3K – – –
CCM
370
Covington Capital Management
California
$2K -$85.3K -1,500 -98%
WWP
371
WR Wealth Planners
Missouri
$1.75K – – –
EIP
372
Ellis Investment Partners
Pennsylvania
$1K – – –
RAM
373
Riggs Asset Management
Pennsylvania
$1K – – –
TFA
374
Transamerica Financial Advisors
Florida
$1K – – –
WBC
375
West Branch Capital
Massachusetts
$1K – – –
13 14
15
16 17