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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
551
Geneos Wealth Management
Colorado
$116K – – –
FFA
552
Founders Financial Alliance
North Carolina
$114K +$56.5K +510 +105%
EWA
553
EverSource Wealth Advisors
Alabama
$106K +$93.2K +842 +1,079%
GEA
554
Glen Eagle Advisors
New Jersey
$105K – – –
PMFA
555
Plante Moran Financial Advisors
Michigan
$104K – – –
FHC
556
First Horizon Corporation
Tennessee
$104K +$100K +904 New
HC
557
Hurley Capital
New York
$103K – – –
WCM
558
Winthrop Capital Management
Indiana
$102K – – –
CA
559
CoreCap Advisors
Michigan
$100K -$58K -524 -38%
FWP
560
FAS Wealth Partners
Kansas
$97.8K – – –
AT
561
Avalon Trust
New Mexico
$97.8K +$94.1K +850 New
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$94.8K -$4.98K -45 -5%
MMCM
563
Murphy & Mullick Capital Management
New York
$93.1K – – –
TLA
564
Tanglewood Legacy Advisors
Texas
$89.1K – – –
GFWA
565
Grey Fox Wealth Advisors
Delaware
$88K +$84.7K +765 New
LC
566
Luminist Capital
Michigan
$86.4K +$44.4K +401 +115%
AAS
567
Ameritas Advisory Services
Nebraska
$82.2K -$279K -2,519 -78%
LAM
568
LOM Asset Management
$81K – – –
FDW
569
Fourth Dimension Wealth
Ohio
$78.4K – – –
AFWM
570
Abich Financial Wealth Management
Virginia
$78.3K +$75.4K +681 New
TIM
571
Tortoise Investment Management
New York
$78.2K +$22.7K +205 +43%
MA
572
Montag & Associates
Georgia
$78.2K +$27.9K +252 +59%
SC
573
SouthState Corp
Florida
$75.3K -$996 -9 -1%
WSC
574
Wellington Shields & Co
New York
$74.8K – – –
DAM
575
Delta Asset Management
Tennessee
$71.9K – – –
21 22
23
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