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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
451
Carnegie Investment Counsel
Ohio
– -$272K -3,405 Closed
LWM
452
Liberty Wealth Management
California
– -$241K -3,015 Closed
PIMG
453
Patriot Investment Management Group
Tennessee
– -$215K -2,700 Closed
SSCA
454
South Shore Capital Advisors
Massachusetts
– -$215K -2,690 Closed
YWP
455
YorkBridge Wealth Partners
New York
– -$206K -2,575 Closed
CG
456
Cutler Group
California
– -$209K -2,500 Closed
MC
457
Middleton & Co
Massachusetts
– -$200K -2,500 Closed
SFP
458
Sterling Financial Planning
New Jersey
– -$184K -2,305 Closed
AWA
459
Arkadios Wealth Advisors
Georgia
– -$159K -1,995 Closed
OFG
460
Oxford Financial Group
Indiana
– -$150K -1,875 Closed
IF
461
Ironwood Financial
Arizona
– -$134K -1,680 Closed
KPCM
462
Kings Point Capital Management
New York
– -$79K -995 Closed
DTIM
463
Danda Trouve Investment Management
Kansas
– -$55K -685 Closed
PWA
464
Phoenix Wealth Advisors
North Carolina
– -$30K -375 Closed
GRP
465
Global Retirement Partners
California
– -$23K -290 Closed
RE
466
RBC Europe
United Kingdom
– -$16K -200 Closed
IWA
467
IBEX Wealth Advisors
New Jersey
– -$16K -195 Closed
LWCFA
468
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$14K -175 Closed
TA
469
Tectonic Advisors
Texas
– -$14K -175 Closed
APWA
470
Atlas Private Wealth Advisors
New Jersey
– -$6K -75 Closed
PI
471
PEAK6 Investments
Illinois
– -$418 -5 Closed
15 16 17 18
19