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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
501
Tyche Wealth Partners
Texas
$203K +$201K +2,025 New
AIP
502
Almanack Investment Partners
Pennsylvania
$202K +$200K +2,015 New
RPCA
503
Running Point Capital Advisors
California
$200K – – –
HNW
504
High Note Wealth
Minnesota
$189K +$187K +1,885 New
BCWM
505
Bartlett & Co Wealth Management
Ohio
$187K -$7.93K -80 -4%
AT
506
Arlington Trust
Alabama
$186K – – –
CFP
507
Comprehensive Financial Planning
Pennsylvania
$183K +$181K +1,825 New
GRP
508
Global Retirement Partners
California
$177K +$38.1K +385 +28%
GTAM
509
Global Trust Asset Management
Florida
$170K -$19.8K -200 -11%
SWC
510
Spectrum Wealth Counsel
Indiana
$154K -$595 -6 -0.4%
BPAMU
511
BTG Pactual Asset Management US
New York
$146K -$196K -1,978 -59%
GWM
512
Geneos Wealth Management
Colorado
$142K – – –
CAS
513
Coppell Advisory Solutions
Texas
$119K -$12.6K -127 -10%
GM
514
GeoWealth Management
Illinois
$115K +$113K +1,145 New
HNB
515
Huntington National Bank
Ohio
$110K – – –
WCM
516
Winthrop Capital Management
Indiana
$107K +$105K +1,060 New
FHA
517
First Horizon Advisors
Tennessee
$107K +$14.1K +142 +15%
FDW
518
Fourth Dimension Wealth
Ohio
$104K +$103K +1,039 New
FFA
519
Founders Financial Alliance
North Carolina
$99.6K – – –
MMCM
520
Murphy & Mullick Capital Management
New York
$96.8K +$95.8K +967 New
AWM
521
Avior Wealth Management
Nebraska
$96.6K – – –
HC
522
Hurley Capital
New York
$90.8K +$88.7K +895 New
PMFA
523
Plante Moran Financial Advisors
Michigan
$90.6K – – –
GWANC
524
Guardian Wealth Advisors (North Carolina)
North Carolina
$90.1K – – –
CAL
525
Capital Analysts LLC
Pennsylvania
$88K +$33.4K +337 +63%
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