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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
451
Ceera Investments
Texas
$272K – – –
KWA
452
Kingswood Wealth Advisors
California
$271K -$49.6K -502 -14%
P
453
&Partners
Tennessee
$268K +$61.8K +626 +27%
BIM
454
Bullseye Investment Management
Ohio
$268K +$41.2K +417 +16%
GC
455
Gruss & Co
Florida
$267K – – –
FFS
456
Founders Financial Securities
Maryland
$265K -$1.97M -19,996 -88%
MKW
457
Mullaney, Keating & Wright
Connecticut
$261K – – –
OWA
458
Outlook Wealth Advisors
Texas
$261K +$5.93K +60 +2%
AA
459
Aire Advisors
California
$261K +$289K +2,930 New
TPWA
460
TRUE Private Wealth Advisors
Oregon
$261K +$99 +1 +0%
TYCC
461
Texas Yale Capital Corp
Florida
$260K – – –
DWM
462
Drive Wealth Management
Utah
$258K +$6.82K +69 +2%
SWM
463
SeaCrest Wealth Management
New York
$256K +$33.6K +340 +13%
BCP
464
Blue Chip Partners
Michigan
$253K -$210K -2,125 -43%
LWMT
465
Legacy Wealth Management (Tennessee)
Tennessee
$252K +$280K +2,837 New
BAM
466
Belpointe Asset Management
Nevada
$252K +$279K +2,828 New
OAJ
467
Ogorek Anthony Joseph
New York
$251K -$494 -5 -0.2%
BFG
468
Beacon Financial Group
Texas
$250K +$3.26K +33 +1%
PWM
469
Perigon Wealth Management
California
$250K -$213K -2,160 -43%
CAM
470
Clark Asset Management
New Hampshire
$249K – – –
WJWM
471
Williams Jones Wealth Management
New York
$249K +$276K +2,795 New
OAM
472
Oppenheimer Asset Management
New York
$247K -$708K -7,164 -72%
RMC
473
Ring Mountain Capital
California
$244K -$33.5K -339 -11%
LSA
474
L & S Advisors
California
$244K +$35K +354 +15%
GC
475
Garde Capital
Washington
$243K – – –
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19
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