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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
426
Expressive Wealth
Illinois
$318K +$331K +3,007 New
CPC
427
Cadia Private Client
New Jersey
$317K +$330K +3,001 New
GC
428
Gruss & Co
Florida
$317K – – –
HIS
429
Harvest Investment Services
Illinois
$317K +$12.2K +111 +4%
TFA
430
Tranquilli Financial Advisor
New Jersey
$313K -$2.09K -19 -0.6%
DF
431
Daviman Financial
Indiana
$313K +$325K +2,959 New
MCCP
432
Mission Creek Capital Partners
California
$311K -$41.6K -378 -11%
PWM
433
Purus Wealth Management
California
$311K -$39.8K -362 -11%
TSS
434
Two Sigma Securities
New York
$311K +$323K +2,940 New
BCP
435
Blue Chip Partners
Michigan
$310K +$7.58K +69 +2%
TPWA
436
TRUE Private Wealth Advisors
Oregon
$310K -$1.43K -13 -0.4%
TYCC
437
Texas Yale Capital Corp
Florida
$309K – – –
GC
438
Grimes & Company
Massachusetts
$309K +$322K +2,925 New
AFG
439
ABLE Financial Group
Arizona
$309K -$8.13K -74 -2%
CL
440
Choreo LLC
Illinois
$307K +$57.1K +519 +22%
AMG
441
APS Management Group
California
$305K -$29.5K -268 -8%
SFA
442
Sequoia Financial Advisors
Ohio
$304K – – –
PWM
443
Perigon Wealth Management
California
$300K -$56.9K -518 -15%
CCMW
444
Cypress Capital Management (Wyoming)
Wyoming
$299K -$11.5K -105 -4%
CAM
445
Clark Asset Management
New Hampshire
$295K – – –
S
446
SignatureFD
Georgia
$295K +$94.4K +859 +44%
OWA
447
Outlook Wealth Advisors
Texas
$294K -$16.5K -150 -5%
GC
448
Garde Capital
Washington
$289K – – –
LTM
449
Lotus Technology Management
Florida
$288K +$300K +2,728 New
DWM
450
Dakota Wealth Management
Florida
$288K – – –
16 17
18
19 20