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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
526
Journey Strategic Wealth
New Jersey
$283K -$4.34K -49 -1%
SWA
527
SOA Wealth Advisors
New York
$279K -$708 -8 -0.2%
MCA
528
Millennium Capital Advisors
Arkansas
$278K -$9.29K -105 -3%
KF
529
Krilogy Financial
Missouri
$275K +$288K +3,257 New
SFS
530
Sharp Financial Services
Pennsylvania
$274K -$146K -1,648 -32%
MWM
531
Modera Wealth Management
New Jersey
$273K -$60.3K -681 -17%
DFG
532
Dupree Financial Group
Kentucky
$269K +$4.25K +48 +1%
FFA
533
First Foundation Advisors
California
$269K +$17.7K +200 +6%
CI
534
Ceera Investments
Texas
$268K – – –
OC
535
Optima Capital
Oregon
$268K +$297K +3,350 New
LFAS
536
Level Four Advisory Services
Texas
$267K +$296K +3,339 New
ACM
537
Arlington Capital Management
Illinois
$267K -$31.9K -360 -10%
TWP
538
Tempus Wealth Planning
California
$266K +$26.2K +296 +10%
SWP
539
Strategic Wealth Partners
Ohio
$263K +$20.6K +233 +8%
SFA
540
Sequoia Financial Advisors
Ohio
$262K +$35.4K +400 +14%
WAOTB
541
Wealth Advisors of Tampa Bay
Florida
$262K – – –
3F
542
360 Financial
Minnesota
$261K -$73.6K -832 -20%
HIS
543
Harvest Investment Services
Illinois
$261K +$23K +260 +9%
WH
544
Whitcomb & Hess
Ohio
$259K +$287K +3,238 New
WA
545
Westfuller Advisors
New York
$259K -$70.8K -800 -20%
GWAG
546
Garrett Wealth Advisory Group
Texas
$256K – – –
CAG
547
Csenge Advisory Group
Florida
$253K +$280K +3,163 New
CWMK
548
Caliber Wealth Management (Kansas)
Kansas
$252K -$1.54M -17,441 -85%
VT
549
Vise Technologies
New York
$250K – – –
RF
550
Roxbury Financial
New Jersey
$250K +$276K +3,121 New
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