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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
426
Almanack Investment Partners
Pennsylvania
– -$346K -5,015 Closed
OCM
427
Objective Capital Management
Ohio
– -$341K -4,950 Closed
HFS
428
Heritage Financial Services
Massachusetts
– -$339K -4,915 Closed
EVM
429
Eaton Vance Management
Massachusetts
– -$327K -4,735 Closed
ACM
430
AlphaStar Capital Management
North Carolina
– -$319K -4,625 Closed
AAS
431
Ameritas Advisory Services
Nebraska
– -$307K -4,445 Closed
BWA
432
BlueSky Wealth Advisors
North Carolina
– -$289K -4,190 Closed
PWM
433
Perigon Wealth Management
California
– -$278K -4,035 Closed
BFA
434
Beaumont Financial Advisors
Massachusetts
– -$270K -3,915 Closed
HFS
435
Howard Financial Services
Texas
– -$247K -3,580 Closed
ACM
436
Armbruster Capital Management
New York
– -$241K -3,500 Closed
CRIG
437
Charter Research & Investment Group
Connecticut
– -$241K -3,500 Closed
RWP
438
RWA Wealth Partners
Massachusetts
– -$241K -3,500 Closed
PFM
439
Parsec Financial Management
North Carolina
– -$241K -3,490 Closed
MCCP
440
Mission Creek Capital Partners
California
– -$240K -3,480 Closed
CSWM
441
Cassady Schiller Wealth Management
Ohio
– -$240K -3,475 Closed
NL
442
NWAM LLC
Washington
– -$240K -3,475 Closed
MIG
443
McGuire Investment Group
Rhode Island
– -$225K -3,265 Closed
GIA
444
Gladstone Institutional Advisory
Florida
– -$221K -3,205 Closed
HIS
445
Harvest Investment Services
Illinois
– -$211K -3,065 Closed
BFA
446
Beacon Financial Advisory
Ohio
– -$211K -3,055 Closed
RCM
447
RB Capital Management
Nevada
– -$210K -3,050 Closed
BZWA
448
Blue Zone Wealth Advisors
California
– -$208K -3,015 Closed
TYCC
449
Texas Yale Capital Corp
Florida
– -$202K -2,925 Closed
FNT
450
First National Trust
Pennsylvania
– -$201K -2,920 Closed
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18
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