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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
451
KWB Wealth
California
$307K -$410K -3,704 -57%
HIP
452
HUB Investment Partners
Texas
$304K – – –
MWA
453
Merkkuri Wealth Advisors
New York
$300K – – –
AI
454
Accredited Investors
Minnesota
$295K +$284K +2,568 New
RMC
455
Ring Mountain Capital
California
$295K -$18K -163 -6%
HDIM
456
Hanson & Doremus Investment Management
Vermont
$292K – – –
ESB
457
Essex Savings Bank
Connecticut
$290K – – –
TCG
458
Transcendent Capital Group
Oklahoma
$288K -$1.89M -17,072 -87%
MC
459
Middleton & Co
Massachusetts
$288K – – –
AWA
460
Arete Wealth Advisors
Illinois
$286K -$1.38M -12,495 -83%
OFO
461
OneAscent Family Office
Alabama
$284K +$273K +2,466 New
SWM
462
SeaCrest Wealth Management
New York
$283K -$188K -1,695 -41%
DCM
463
Dimension Capital Management
Florida
$283K – – –
PI
464
PineBridge Investments
New York
$280K -$699K -6,311 -72%
NEWAS
465
N.E.W. Advisory Services
Wisconsin
$279K +$71.1K +642 +36%
AIC
466
Ayalon Insurance Company
Israel
$279K – – –
PIMG
467
Patriot Investment Management Group
Tennessee
$278K – – –
TTWM
468
TCV Trust & Wealth Management
Virginia
$273K – – –
CCG
469
Ceeto Capital Group
Florida
$273K – – –
CT
470
Colonial Trust
South Carolina
$271K -$22.1K -200 -8%
CL
471
Choreo LLC
Illinois
$270K -$36.4K -329 -12%
ACP
472
Argyle Capital Partners
California
$269K -$248K -2,240 -49%
VT
473
Vise Technologies
New York
$268K +$258K +2,334 New
NPT
474
Nixon Peabody Trust
Massachusetts
$268K – – –
BIM
475
Bullseye Investment Management
Ohio
$268K – – –
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19
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