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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
726
Edmond de Rothschild Holding
Switzerland
$143K -$533K -6,000 -79%
SAM
727
Smartleaf Asset Management
Massachusetts
$137K – – –
GSWM
728
Golden State Wealth Management
California
$135K -$12.8K -144 -9%
TPCW
729
TD Private Client Wealth
New York
$130K +$622 +7 +0.5%
GTAM
730
Global Trust Asset Management
Florida
$128K -$66.7K -750 -35%
MWM
731
Mosley Wealth Management
California
$126K -$660K -7,425 -84%
OSAM
732
O'Shaughnessy Asset Management
Connecticut
$116K -$792K -8,903 -87%
AF
733
Advisornet Financial
Minnesota
$112K -$55.7K -627 -34%
CFP
734
Comprehensive Financial Planning
Pennsylvania
$110K -$16.6K -187 -13%
AW
735
Ankerstar Wealth
Texas
$106K +$104K +1,175 New
HNB
736
Huntington National Bank
Ohio
$105K – – –
DAM
737
Delta Asset Management
Tennessee
$105K +$47.1K +530 +85%
GEA
738
Glen Eagle Advisors
New Jersey
$103K +$1.78K +20 +2%
GWM
739
Geneos Wealth Management
Colorado
$101K +$9.34K +105 +10%
CA
740
CoreCap Advisors
Michigan
$101K +$21.5K +242 +28%
HAP
741
Harbor Asset Planning
Massachusetts
$97.6K – – –
CWM
742
Copia Wealth Management
Oregon
$96.4K -$533 -6 -0.6%
OCM
743
Orion Capital Management
California
$96K +$94.2K +1,060 New
AF
744
Abound Financial
California
$92.4K +$90.7K +1,020 New
FFA
745
Founders Financial Alliance
North Carolina
$90.2K – – –
HR
746
Howe & Rusling
New York
$90K +$68.9K +775 +356%
AF
747
Align Financial
Minnesota
$88.2K – – –
TFM
748
TFC Financial Management
Massachusetts
$84.2K – – –
PMFA
749
Plante Moran Financial Advisors
Michigan
$82K – – –
WCM
750
Winthrop Capital Management
Indiana
$80K – – –
28 29
30
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