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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
401
Abbot Financial Management
Massachusetts
– -$431K -7,995 Closed
CWA
402
Clarus Wealth Advisors
Arizona
– -$437K -7,775 Closed
PAA
403
Peregrine Asset Advisers
Oregon
– -$386K -7,155 Closed
RCS
404
Retirement Capital Strategies
California
– -$297K -5,510 Closed
BBP
405
Banco BTG Pactual
Brazil
– -$282K -5,235 Closed
LNWWM
406
Laird Norton Wetherby Wealth Management
California
– -$270K -5,000 Closed
QTM
407
qPULA Trading Management
New York
– -$270K -5,000 Closed
APS
408
American Planning Services
Florida
– -$229K -4,265 Closed
MCA
409
Millennium Capital Advisors
Arkansas
– -$223K -4,140 Closed
MA
410
Maxele Advisors
Missouri
– -$217K -4,030 Closed
PFS
411
Prospera Financial Services
Texas
– -$208K -3,865 Closed
PCIA
412
Prime Capital Investment Advisors
Kansas
– -$208K -3,850 Closed
RJT
413
Raymond James Trust
Florida
– -$204K -3,775 Closed
SFM
414
Signet Financial Management
New Jersey
– -$203K -3,770 Closed
AWM
415
Activest Wealth Management
Florida
– -$82K -1,515 Closed
PIA
416
Powell Investment Advisors
Florida
– -$67K -1,250 Closed
WT
417
Whittier Trust
California
– -$44K -825 Closed
GT
418
Glenmede Trust
Pennsylvania
– -$34K -640 Closed
CA
419
CoreCap Advisors
Michigan
– -$22K -415 Closed
CSB
420
City State Bank
Iowa
– -$20K -370 Closed
GLLW
421
Graves Light Lenhart Wealth
Virginia
– -$16K -300 Closed
SWM
422
Spire Wealth Management
Virginia
– -$13K -250 Closed
AWMS
423
Advocacy Wealth Management Services
Georgia
– -$13K -245 Closed
TCWM
424
Total Clarity Wealth Management
Illinois
– -$11K -205 Closed
RIM
425
Rockbridge Investment Management
New York
– -$10.8K -200 Closed
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17
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