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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
351
Personal CFO Solutions
New Jersey
$267K -$16.4K -194 -6%
CI
352
Ceera Investments
Texas
$261K – – –
KWM
353
Kingsview Wealth Management
Oregon
$258K -$53.2K -630 -17%
OWA
354
Outlook Wealth Advisors
Texas
$255K – – –
TYCC
355
Texas Yale Capital Corp
Florida
$249K – – –
AGM
356
Alpine Global Management
New York
$249K -$1.65M -19,556 -87%
GTAM
357
Global Trust Asset Management
Florida
$247K +$61.2K +725 +33%
EWM
358
Empirical Wealth Management
Washington
$243K -$3.8K -45 -2%
FFS
359
Founders Financial Securities
Maryland
$241K -$422 -5 -0.2%
BFA
360
Beaumont Financial Advisors
Massachusetts
$240K – – –
TWP
361
Tyche Wealth Partners
Texas
$237K – – –
MGIA
362
Matthew Goff Investment Advisor
Texas
$234K – – –
DWM
363
Dakota Wealth Management
Florida
$232K +$230K +2,725 New
BSW
364
Buckingham Strategic Wealth
Missouri
$232K -$34.6K -410 -13%
NAM
365
NorthCrest Asset Manangement
Minnesota
$231K +$229K +2,710 New
LNC
366
Lincoln National Corp
Pennsylvania
$230K +$228K +2,702 New
FCM
367
Fortis Capital Management
Washington
$230K +$19K +225 +9%
AIP
368
Almanack Investment Partners
Pennsylvania
$223K – – –
AFM
369
Abbot Financial Management
Massachusetts
$222K +$219K +2,600 New
HIS
370
Harvest Investment Services
Illinois
$219K +$216K +2,565 New
LFG
371
Larson Financial Group
Missouri
$218K -$1.6K -19 -0.7%
SS
372
Sunbelt Securities
Texas
$217K – – –
HDIM
373
Hanson & Doremus Investment Management
Vermont
$217K – – –
SAM
374
Silvercrest Asset Management
New York
$215K – – –
CIA
375
Concurrent Investment Advisors
Florida
$215K -$522K -6,190 -71%
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