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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
401
Summit Trail Advisors
New York
$843K -$249K -2,803 -23%
CWM
402
Calamos Wealth Management
Illinois
$843K – – –
SG
403
StoneX Group
New York
$834K -$328K -3,691 -29%
EI
404
EFG International
$813K -$14.2K -160 -2%
QFA
405
Quattro Financial Advisors
Texas
$811K -$2.54M -28,514 -76%
YC
406
Yarbrough Capital
Tennessee
$810K – – –
HAG
407
HighPoint Advisor Group
Illinois
$803K -$338K -3,802 -30%
IPAM
408
Investment Partners Asset Management
New Jersey
$800K -$38.6K -434 -5%
CNBTD
409
Citizens National Bank Trust Department
Mississippi
$790K -$27.1K -305 -3%
EWA
410
EP Wealth Advisors
California
$790K -$210K -2,367 -21%
SIC
411
Salem Investment Counselors
North Carolina
$781K -$35K -394 -4%
MF
412
Montis Financial
Massachusetts
$778K -$68K -765 -8%
KCFA
413
Key Client Fiduciary Advisors
New Jersey
$777K +$763K +8,580 New
GIM
414
Goelzer Investment Management
Indiana
$777K -$8.89K -100 -1%
HCP
415
Holt Capital Partners
Texas
$776K +$9.78K +110 +1%
TSWM
416
Triangle Securities Wealth Management
North Carolina
$766K +$128K +1,445 +21%
UCB
417
United Community Bank
South Carolina
$749K – – –
HWP
418
Highline Wealth Partners
California
$747K +$150K +1,692 +26%
LAM
419
LOM Asset Management
$747K +$481K +5,415 +191%
SB
420
Strategic Blueprint
Georgia
$745K -$1.49M -16,725 -67%
AGWCA
421
Annis Gardner Whiting Capital Advisors
Florida
$740K +$506K +5,690 +230%
LI
422
LMCG Investments
Massachusetts
$729K -$28.1K -316 -4%
BWM
423
Bulltick Wealth Management
Florida
$727K -$2.02M -22,765 -74%
PL
424
PeakShares LLC
Florida
$725K +$267K +3,000 +60%
GKWIM
425
Gerber Kawasaki Wealth & Investment Management
California
$723K -$82.7K -930 -10%
15 16
17
18 19