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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
751
FAS Wealth Partners
Kansas
$77K – – –
MIP
752
Mondrian Investment Partners
United Kingdom
$74.8K +$73.4K +826 New
AIM
753
Anchor Investment Management
South Carolina
$71.9K -$89 -1 -0.1%
TLA
754
Tanglewood Legacy Advisors
Texas
$70.2K – – –
PWPS
755
Pinnacle Wealth Planning Services
Ohio
$68K – – –
MPWT
756
MassMutual Private Wealth & Trust
Connecticut
$63.1K -$4.27K -48 -6%
AWM
757
Activest Wealth Management
Florida
$60.2K -$56.7K -638 -49%
SC
758
SouthState Corp
Florida
$59.3K – – –
BFO
759
Biltmore Family Office
North Carolina
$58.3K +$6.67K +75 +13%
KFI
760
Key Financial Inc
Pennsylvania
$55.3K +$48K +540 +771%
EWM
761
Evolution Wealth Management
Florida
$54.8K +$44.9K +505 +505%
APFP
762
Action Point Financial Planning
Michigan
$54.7K +$53.8K +605 New
BWL
763
Bogart Wealth LLC
Virginia
$54.5K -$5.42M -60,969 -99%
WIM
764
Westside Investment Management
California
$54.4K – – –
CTC
765
Central Trust Company
Missouri
$53.6K +$52.6K +592 New
SWM
766
SHP Wealth Management
Massachusetts
$52.4K +$5.96K +67 +13%
APW
767
Aventura Private Wealth
Florida
$50.9K -$10.7K -120 -18%
MA
768
Montag & Associates
Georgia
$50.6K – – –
WETS
769
Wealth Enhancement Trust Services
South Dakota
$50K +$49.1K +552 New
FMII
770
Farmers & Merchants Investments Inc
Nebraska
$48.9K – – –
IRC
771
Investors Research Corp
Georgia
$47.6K – – –
T2I
772
Turim 21 Investimentos
Brazil
$45.8K – – –
FF
773
Finley Financial
Nevada
$45.3K – – –
FFO
774
Fortitude Family Office
Arizona
$45.3K – – –
MCM
775
Manchester Capital Management
Vermont
$45.3K – – –
29 30
31
32 33