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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
426
Intesa Sanpaolo Wealth Management
$480K +$531K +6,000 New
SC
427
Shay Capital
New York
$476K +$527K +5,950 New
RPGK
428
Retirement Planning Group (Kansas)
Kansas
$476K -$171K -1,927 -24%
CIAS
429
Capital Investment Advisory Services
North Carolina
$472K +$504K +5,690 +2,710%
LWM
430
Lyell Wealth Management
California
$472K -$605K -6,830 -54%
HPWM
431
High Point Wealth Management
New Jersey
$470K – – –
SAS
432
Stelac Advisory Services
New York
$469K +$519K +5,858 New
SFFS
433
Stonehage Fleming Financial Services
Jersey
$467K +$517K +5,840 New
LSA
434
Lansing Street Advisors
Pennsylvania
$463K +$512K +5,780 New
KNW
435
Kesler Norman & Wride
Utah
$461K -$74.2K -838 -13%
NPFS
436
Novak & Powell Financial Services
Florida
$458K -$35.4K -400 -7%
RBWA
437
RFG - Bristol Wealth Advisors
Massachusetts
$458K -$369K -4,163 -42%
KWA
438
Kingswood Wealth Advisors
California
$457K +$308K +3,481 +156%
NAG
439
Northstar Advisory Group
New Jersey
$457K +$194K +2,191 +62%
CBU
440
CIBC Bancorp USA
Illinois
$456K +$504K +5,695 New
CMI
441
Clare Market Investments
Texas
$454K +$502K +5,675 New
HH
442
Hilltop Holdings
Texas
$440K -$46.1K -521 -9%
CG
443
Caprock Group
Idaho
$432K +$49.1K +555 +11%
SOS
444
Silver Oak Securities
Tennessee
$431K -$300K -3,385 -39%
CCWM
445
Cassaday & Co Wealth Management
Virginia
$429K +$475K +5,365 New
RCM
446
RB Capital Management
Nevada
$428K +$181K +2,042 +62%
FGC
447
First Growth Capital
Maryland
$427K +$39.3K +444 +9%
FHA
448
Flagship Harbor Advisors
Massachusetts
$426K +$348K +3,936 +284%
GWP
449
Gateway Wealth Partners
Wisconsin
$424K +$469K +5,301 New
MFIM
450
Mesirow Financial Investment Management
Illinois
$422K +$466K +5,269 New
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