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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
451
Ogorek Anthony Joseph
New York
$311K – – –
KW
452
KWB Wealth
California
$307K -$410K -3,704 -57%
HIP
453
HUB Investment Partners
Texas
$304K – – –
MWA
454
Merkkuri Wealth Advisors
New York
$300K – – –
AI
455
Accredited Investors
Minnesota
$295K +$284K +2,568 New
RMC
456
Ring Mountain Capital
California
$295K -$18K -163 -6%
HDIM
457
Hanson & Doremus Investment Management
Vermont
$292K – – –
ESB
458
Essex Savings Bank
Connecticut
$290K – – –
TCG
459
Transcendent Capital Group
Oklahoma
$288K -$1.89M -17,072 -87%
MC
460
Middleton & Co
Massachusetts
$288K – – –
AWA
461
Arete Wealth Advisors
Illinois
$286K -$1.38M -12,495 -83%
OFO
462
OneAscent Family Office
Alabama
$284K +$273K +2,466 New
SWM
463
SeaCrest Wealth Management
New York
$283K -$188K -1,695 -41%
DCM
464
Dimension Capital Management
Florida
$283K – – –
PI
465
PineBridge Investments
New York
$280K -$699K -6,311 -72%
NEWAS
466
N.E.W. Advisory Services
Wisconsin
$279K +$71.1K +642 +36%
AIC
467
Ayalon Insurance Company
Israel
$279K – – –
PIMG
468
Patriot Investment Management Group
Tennessee
$278K – – –
TTWM
469
TCV Trust & Wealth Management
Virginia
$273K – – –
CCG
470
Ceeto Capital Group
Florida
$273K – – –
CT
471
Colonial Trust
South Carolina
$271K -$22.1K -200 -8%
CL
472
Choreo LLC
Illinois
$270K -$36.4K -329 -12%
ACP
473
Argyle Capital Partners
California
$269K -$248K -2,240 -49%
VT
474
Vise Technologies
New York
$268K +$258K +2,334 New
NPT
475
Nixon Peabody Trust
Massachusetts
$268K – – –
17 18
19
20 21