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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
376
Amplius Wealth Advisors
Pennsylvania
$34K +$36.7K +440 New
MPCG
377
Matrix Private Capital Group
New York
$32K – – –
MCC
378
Money Concepts Capital
Florida
$31K +$32.1K +385 New
AF
379
Allworth Financial
California
$29K – – –
CSB
380
City State Bank
Iowa
$29K +$30.9K +370 New
CFGS
381
Concourse Financial Group Securities
Alabama
$28K -$220K -2,635 -88%
FCA
382
FinTrust Capital Advisors
South Carolina
$28K – – –
AA
383
Ancora Advisors
Ohio
$27K – – –
QCG
384
Quadrant Capital Group
Ohio
$27K – – –
GLLW
385
Graves Light Lenhart Wealth
Virginia
$24K – – –
RMC
386
Resources Management Corp
Connecticut
$24K +$8.35K +100 +50%
AIC
387
Archer Investment Corporation
Indiana
$23.1K – – –
HPC
388
HM Payson & Co
Maine
$23K – – –
MAM
389
McCarthy Asset Management
California
$23K – – –
VCM
390
Versant Capital Management
Arizona
$23K – – –
SCA
391
Sandy Cove Advisors
Massachusetts
$22K +$23.4K +280 New
BBPWM
392
Blue Bell Private Wealth Management
Pennsylvania
$21K +$22.1K +265 New
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
BWM
394
Baystate Wealth Management
Massachusetts
$19K +$19.6K +235 New
RPCONE
395
Retirement Planning Company of New England
Rhode Island
$19K +$20.9K +250 New
EIP
396
Ellis Investment Partners
Pennsylvania
$17K -$16.7K -200 -48%
BWL
397
Bogart Wealth LLC
Virginia
$17K -$5.84K -70 -24%
HWA
398
HHM Wealth Advisors
Tennessee
$14K – – –
CCM
399
Chilton Capital Management
Texas
$14K +$14.6K +175 New
AWM
400
Accel Wealth Management
Iowa
$12K – – –
14 15
16
17 18