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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
351
Salem Investment Counselors
North Carolina
$721K – – –
JEST
352
JTC Employer Solutions Trustee
Jersey
$721K – – –
YC
353
Yarbrough Capital
Tennessee
$716K – – –
AC
354
AlphaCore Capital
California
$714K -$5.65M -63,870 -88%
GKWIM
355
Gerber Kawasaki Wealth & Investment Management
California
$713K -$36.6K -413 -4%
SIC
356
Sterling Investment Counsel
New York
$706K +$108K +1,215 +16%
GIM
357
Goelzer Investment Management
Indiana
$695K +$195K +2,207 +34%
CFA
358
Cahill Financial Advisors
Minnesota
$687K -$35.9K -406 -5%
IAIM
359
International Assets Investment Management
Florida
$683K +$144K +1,628 +23%
LEA
360
Legacy Edge Advisors
New York
$681K -$7.32M -82,682 -91%
HCP
361
Holt Capital Partners
Texas
$677K +$749K +8,458 New
MC
362
Middleton & Co
Massachusetts
$676K +$526K +5,941 +238%
ALC
363
Alexander Labrunerie & Co
Missouri
$675K +$747K +8,438 New
MG
364
Marex Group
$669K +$740K +8,362 New
LI
365
LMCG Investments
Massachusetts
$669K -$11.2K -127 -1%
VFA
366
Valeo Financial Advisors
Indiana
$664K +$56.9K +643 +8%
FSAG
367
Financial Solutions Advisory Group
Illinois
$663K +$733K +8,280 New
UCB
368
United Community Bank
South Carolina
$662K -$164K -1,857 -18%
RMAM
369
Raab & Moskowitz Asset Management
New Jersey
$660K -$1.03M -11,666 -59%
FGA
370
Fortis Group Advisors
New Jersey
$651K -$16.3K -184 -2%
AWCI
371
Alpine Woods Capital Investors
New York
$648K +$53.1K +600 +8%
IIA
372
IPG Investment Advisors
California
$646K +$714K +8,065 New
CF
373
Canoe Financial
Alberta, Canada
$645K +$66.4K +750 New
DS
374
DRW Securities
Illinois
$638K +$706K +7,976 New
MMA
375
Miracle Mile Advisors
California
$632K -$457K -5,164 -40%
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15
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