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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
726
Comprehensive Financial Planning
Pennsylvania
$110K -$16.6K -187 -13%
AW
727
Ankerstar Wealth
Texas
$106K +$104K +1,175 New
HNB
728
Huntington National Bank
Ohio
$105K – – –
DAM
729
Delta Asset Management
Tennessee
$105K +$47.1K +530 +85%
GEA
730
Glen Eagle Advisors
New Jersey
$103K +$1.78K +20 +2%
GWM
731
Geneos Wealth Management
Colorado
$101K +$9.34K +105 +10%
CA
732
CoreCap Advisors
Michigan
$101K +$21.5K +242 +28%
HAP
733
Harbor Asset Planning
Massachusetts
$97.6K – – –
CWM
734
Copia Wealth Management
Oregon
$96.4K -$533 -6 -0.6%
OCM
735
Orion Capital Management
California
$96K +$94.2K +1,060 New
AF
736
Abound Financial
California
$92.4K +$90.7K +1,020 New
FFA
737
Founders Financial Alliance
North Carolina
$90.2K – – –
HR
738
Howe & Rusling
New York
$90K +$68.9K +775 +356%
AF
739
Align Financial
Minnesota
$88.2K – – –
TFM
740
TFC Financial Management
Massachusetts
$84.2K – – –
PMFA
741
Plante Moran Financial Advisors
Michigan
$82K – – –
WCM
742
Winthrop Capital Management
Indiana
$80K – – –
FWP
743
FAS Wealth Partners
Kansas
$77K – – –
MIP
744
Mondrian Investment Partners
United Kingdom
$74.8K +$73.4K +826 New
TLA
745
Tanglewood Legacy Advisors
Texas
$70.2K – – –
PWPS
746
Pinnacle Wealth Planning Services
Ohio
$68K – – –
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
$63.1K -$4.27K -48 -6%
AWM
748
Activest Wealth Management
Florida
$60.2K -$56.7K -638 -49%
SC
749
SouthState Corp
Florida
$59.3K – – –
BFO
750
Biltmore Family Office
North Carolina
$58.3K +$6.67K +75 +13%
28 29
30
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