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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
451
Able Wealth Management
New Jersey
$24.3K +$22.2K +300 New
HPC
452
HM Payson & Co
Maine
$23.9K – – –
AIC
453
Archer Investment Corporation
Indiana
$23.5K – – –
PK
454
Pflug Koory
Nebraska
$21.5K – – –
RG
455
Retirement Group
California
$21.5K – – –
MTIC
456
Missouri Trust & Investment Company
Missouri
$20.3K – – –
BWL
457
Bogart Wealth LLC
Virginia
$17.8K – – –
RIM
458
Rockbridge Investment Management
New York
$16.2K +$14.8K +200 New
BAM
459
Byrne Asset Management
New Jersey
$15.5K – – –
FIM
460
FWL Investment Management
Texas
$15K -$7.03K -95 -34%
FP
461
Financial Perspectives
Minnesota
$13.8K +$740 +10 +6%
TSWM
462
Tyler-Stone Wealth Management
Ohio
$13.8K +$3.7K +50 +42%
GI
463
GAMMA Investing
California
$9.67K +$8.51K +115 New
WWM
464
Wolff Wiese Magana
California
$8.93K – – –
APC
465
Aspire Private Capital
North Carolina
$8.92K – – –
IGWM
466
ICA Group Wealth Management
Colorado
$8.11K +$7.4K +100 New
RDFA
467
Ritter Daniher Financial Advisory
Ohio
$7.3K – – –
JWA
468
JFS Wealth Advisors
Pennsylvania
$6.9K – – –
LA
469
LM Advisors
California
$6.9K +$6.29K +85 New
EWA
470
EverSource Wealth Advisors
Alabama
$4.06K – – –
SSB
471
Sandy Spring Bank
Maryland
$2.84K +$2.59K +35 New
TCWA
472
Turtle Creek Wealth Advisors
Texas
$2.84K +$2.59K +35 New
GPFA
473
Game Plan Financial Advisors
Ohio
$2.43K +$2.22K +30 New
CSC
474
Caldwell Sutter Capital
California
$1.22K +$1.11K +15 New
PI
475
PEAK6 Investments
Illinois
$1.03K -$165K -2,235 -99%
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19
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