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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
401
Fulcrum Equity Management
Texas
– -$438K -6,180 Closed
SS
402
Simplicity Solutions
Minnesota
– -$434K -6,135 Closed
SF
403
Synovus Financial
Georgia
– -$374K -5,285 Closed
CA
404
Cornerstone Advisory
Maryland
– -$360K -5,090 Closed
RIA
405
Regal Investment Advisors
Michigan
– -$345K -4,875 Closed
PCM
406
Poehling Capital Management
Wisconsin
– -$319K -4,500 Closed
KWM
407
Kingsview Wealth Management
Oregon
– -$301K -4,245 Closed
LFS
408
Legacy Financial Strategies
Kansas
– -$290K -4,100 Closed
GCP
409
GSA Capital Partners
United Kingdom
– -$278K -3,920 Closed
MAFM
410
Mid Atlantic Financial Management
Pennsylvania
– -$277K -3,910 Closed
ICP
411
Interchange Capital Partners
Pennsylvania
– -$260K -3,680 Closed
PFS
412
Prospera Financial Services
Texas
– -$245K -3,455 Closed
CCFM
413
Clear Creek Financial Management
Washington
– -$222K -3,145 Closed
Brown Advisory
414
Brown Advisory
Maryland
– -$216K -3,050 Closed
TYCC
415
Texas Yale Capital Corp
Florida
– -$207K -2,925 Closed
HFS
416
Howard Financial Services
Texas
– -$202K -2,850 Closed
BL
417
Balentine LLC
Georgia
– -$198K -2,800 Closed
IFAM
418
Institutional & Family Asset Management
Colorado
– -$177K -2,505 Closed
AP
419
Advisors Preferred
Maryland
– -$80K -1,150 Closed
RWA
420
Ropes Wealth Advisors
Massachusetts
– -$62K -870 Closed
CCM
421
Covington Capital Management
California
– -$57K -800 Closed
SIAG
422
Safeguard Investment Advisory Group
California
– -$40K -575 Closed
GI
423
Gradient Investments
Minnesota
– -$30K -480 Closed
CTFG
424
Capstone Triton Financial Group
Oklahoma
– -$21K -300 Closed
WT
425
Washington Trust
Rhode Island
– -$20K -280 Closed
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17
18