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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
451
Sharp Financial Services
Pennsylvania
$355K +$69.4K +702 +28%
DWM
452
Drive Wealth Management
Utah
$355K +$33.6K +340 +12%
AAS
453
Ameritas Advisory Services
Nebraska
$354K -$66.2K -669 -17%
GWAG
454
Garrett Wealth Advisory Group
Texas
$351K – – –
SWA
455
Stratos Wealth Advisors
Ohio
$349K +$315K +3,189 New
CCMW
456
Cypress Capital Management (Wyoming)
Wyoming
$348K -$3.46K -35 -1%
KWM
457
Kingsman Wealth Management
Florida
$348K – – –
AG
458
Ascent Group
Virginia
$345K -$16.4K -166 -5%
WWM
459
Whalen Wealth Management
Nevada
$345K +$311K +3,147 New
ICP
460
Interchange Capital Partners
Pennsylvania
$343K +$494 +5 +0.2%
TWP
461
Tempus Wealth Planning
California
$343K -$692 -7 -0.2%
AFM
462
Abbot Financial Management
Massachusetts
$339K – – –
CI
463
Ceera Investments
Texas
$335K – – –
BJL
464
Brighton Jones LLC
Washington
$332K +$300K +3,034 New
GC
465
Gruss & Co
Florida
$329K – – –
TFA
466
Tranquilli Financial Advisor
New Jersey
$327K -$27K -273 -8%
IWA
467
IBEX Wealth Advisors
New Jersey
$327K -$1.69M -17,041 -85%
HIS
468
Harvest Investment Services
Illinois
$323K -$14.6K -148 -5%
OWA
469
Outlook Wealth Advisors
Texas
$321K – – –
KWM
470
Kingsview Wealth Management
Oregon
$321K +$290K +2,928 New
TYCC
471
Texas Yale Capital Corp
Florida
$320K – – –
AFG
472
ABLE Financial Group
Arizona
$316K +$41.3K +418 +17%
SFA
473
Sequoia Financial Advisors
Ohio
$315K -$27.4K -277 -9%
OMC
474
Old Mission Capital
Illinois
$312K -$1.38M -13,951 -83%
BCP
475
Blue Chip Partners
Michigan
$312K – – –
17 18
19
20 21