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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
551
Cornerstone Planning Group
New Jersey
$50K +$50.9K +515 +1,073%
AP
552
Aspect Partners
Virginia
$49.4K – – –
CAL
553
Capital Analysts LLC
Pennsylvania
$48K -$33.3K -337 -39%
FFO
554
Fortitude Family Office
Arizona
$44.5K – – –
MCM
555
Manchester Capital Management
Vermont
$44.5K – – –
RPA
556
Redwood Park Advisors
California
$44K – – –
PWA
557
Physician Wealth Advisors
Utah
$43.7K – – –
JGCM
558
Joseph Group Capital Management
Ohio
$43.6K – – –
KSWA
559
Kathleen S. Wright Associates
Pennsylvania
$39.2K – – –
MA
560
Montag & Associates
Georgia
$38.1K +$12.6K +128 +43%
BA
561
Bristlecone Advisors
Washington
$37.8K – – –
TIM
562
Tortoise Investment Management
New York
$33.4K – – –
MAM
563
Morse Asset Management
Connecticut
$33K +$2.37K +24 +7%
RMC
564
Resources Management Corp
Connecticut
$31K – – –
AIM
565
Anchor Investment Management
South Carolina
$30.2K – – –
WT
566
Whittier Trust
California
$28.5K – – –
TSMHT
567
Thurston Springer Miller Herd & Titak
Indiana
$28.4K +$19.2K +194 +155%
HHGA
568
Halbert Hargrove Global Advisors
California
$28K – – –
CFD
569
Creative Financial Designs
Indiana
$27.2K -$33.5K -339 -53%
HFS
570
Hopwood Financial Services
Virginia
$26.7K +$9.88K +100 +50%
CA
571
Crewe Advisors
Utah
$26K +$28.8K +292 New
AIC
572
Archer Investment Corporation
Indiana
$25.8K – – –
CAM
573
Chesapeake Asset Management
New York
$25.4K -$33.6K -340 -54%
PS
574
Pinney & Scofield
Massachusetts
$24.9K – – –
SMA
575
Sage Mountain Advisors
Georgia
$24.7K +$27.5K +278 New
21 22
23
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