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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
501
OneAscent Family Office
Alabama
$325K +$68.2K +771 +23%
SG
502
Sankala Group
Colorado
$325K -$522K -5,901 -59%
GCP
503
GSA Capital Partners
United Kingdom
$324K -$231K -2,613 -39%
CWP
504
Curated Wealth Partners
California
$320K +$354K +4,000 New
CCMT
505
CMT Capital Markets Trading
Germany
$320K +$354K +4,000 New
CF
506
Centaurus Financial
California
$319K +$54.3K +613 +18%
PVI
507
Pine Valley Investments
New Jersey
$317K +$351K +3,965 New
MGIA
508
Matthew Goff Investment Advisor
Texas
$317K – – –
CL
509
Choreo LLC
Illinois
$316K +$96K +1,085 +38%
IF
510
Ironwood Financial
Arizona
$311K +$42K +475 +14%
SWM
511
Sherman Wealth Management
Maryland
$309K -$407K -4,595 -54%
ITG
512
Index Technologies Group
New York
$304K +$336K +3,792 New
MAM
513
MWA Asset Management
Massachusetts
$303K -$6.64K -75 -2%
CCM
514
Coldstream Capital Management
Washington
$302K +$334K +3,771 New
FFG
515
Fortune Financial Group
Florida
$299K -$12.7K -144 -4%
EIP
516
Ellis Investment Partners
Pennsylvania
$295K – – –
BBVA
517
Banco Bilbao Vizcaya Argentaria
Spain
$294K +$331K +3,737 New
NW
518
NewEdge Wealth
Pennsylvania
$292K -$49.7K -561 -13%
CA
519
Cache Advisors
California
$290K +$309K +3,490 New
SVWAG
520
Sound View Wealth Advisors Group
Georgia
$289K +$319K +3,605 New
CFS
521
Coordinated Financial Services
Colorado
$288K +$319K +3,600 New
IAS
522
Insigneo Advisory Services
Florida
$287K +$317K +3,583 New
NL
523
Navalign LLC
California
$287K +$306K +3,461 +2,884%
FCM
524
Fortis Capital Management
Washington
$283K -$89 -1 -0%
JSW
525
Journey Strategic Wealth
New Jersey
$283K -$4.34K -49 -1%
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