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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
376
Almanack Investment Partners
Pennsylvania
$223K -$4.52K -55 -2%
SS
377
Sunbelt Securities
Texas
$221K – – –
HDIM
378
Hanson & Doremus Investment Management
Vermont
$221K – – –
CCB
379
Cutter & Co Brokerage
Missouri
$220K +$208K +2,537 New
SAM
380
Silvercrest Asset Management
New York
$219K – – –
TWP
381
Tyche Wealth Partners
Texas
$219K -$20.5K -250 -9%
ESB
382
Essex Savings Bank
Connecticut
$219K +$207K +2,525 New
CIA
383
Concurrent Investment Advisors
Florida
$219K – – –
FAIM
384
Financial Advocates Investment Management
Washington
$217K +$205K +2,500 New
MC
385
Middleton & Co
Massachusetts
$217K – – –
PIMG
386
Patriot Investment Management Group
Tennessee
$215K – – –
AFG
387
ABLE Financial Group
Arizona
$213K +$201K +2,450 New
CT
388
Colonial Trust
South Carolina
$211K – – –
AIC
389
Ayalon Insurance Company
Israel
$211K – – –
XT
390
XTX Topco
Cayman Islands
$210K +$199K +2,417 New
SFS
391
Sharp Financial Services
Pennsylvania
$210K +$198K +2,416 New
ICP
392
Interchange Capital Partners
Pennsylvania
$208K +$2.46K +30 +1%
DWM
393
Drive Wealth Management
Utah
$206K – – –
TTWM
394
TCV Trust & Wealth Management
Virginia
$206K – – –
CCG
395
Ceeto Capital Group
Florida
$206K – – –
WWM
396
Western Wealth Management
Colorado
$206K -$6.16K -75 -3%
BWM
397
Birchcreek Wealth Management
Ohio
$206K – – –
MW
398
Members Wealth
Pennsylvania
$205K +$152K +1,847 New
AWA
399
Arkadios Wealth Advisors
Georgia
$204K +$193K +2,352 New
SFA
400
Sequoia Financial Advisors
Ohio
$203K +$192K +2,338 New
14 15
16
17 18