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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
176
Claraphi Advisory Network
United States
$785K -$124K -2,480 -15%
HSA
177
HBK Sorce Advisory
Pennsylvania
$781K +$61.2K +1,220 +10%
CS
178
Comerica Securities
Michigan
$777K – – –
WA
179
WESPAC Advisors
California
$768K +$677K +13,510 New
CFD
180
Creative Financial Designs
Indiana
$759K +$669K +13,350 New
CS
181
Cannell & Spears
New York
$747K – – –
RSWM
182
Robertson Stephens Wealth Management
California
$732K – – –
WWM
183
WT Wealth Management
Arizona
$715K +$40.4K +805 +7%
APA
184
American Portfolios Advisors
New York
$692K -$93.3K -1,860 -13%
NF
185
Nikulski Financial
Iowa
$685K +$70.5K +1,405 +13%
KA
186
Kovack Advisors
Florida
$679K +$271K +5,395 +82%
PWM
187
Perigon Wealth Management
California
$674K +$23.3K +465 +4%
IFS
188
Ifrah Financial Services
Arkansas
$664K -$19.8K -395 -3%
PA
189
Pinnacle Associates
New York
$646K – – –
PFS
190
Prospera Financial Services
Texas
$637K +$562K +11,210 New
CFA
191
Carroll Financial Associates
North Carolina
$635K +$105K +2,085 +23%
SWM
192
Segment Wealth Management
Texas
$625K +$551K +10,995 New
PCM
193
Poehling Capital Management
Wisconsin
$618K -$228K -4,550 -29%
WA
194
WBH Advisory
Maryland
$611K – – –
AFC
195
AFT Forsyth & Company
Florida
$605K +$59.2K +1,180 +12%
BSG
196
Black Swift Group
Colorado
$569K +$501K +10,000 New
RCA
197
Ranch Capital Advisors
Florida
$564K +$43.1K +860 +10%
GVAG
198
Great Valley Advisor Group
Delaware
$560K – – –
SIC
199
Salem Investment Counselors
North Carolina
$524K -$73.7K -1,470 -14%
CTA
200
Colonial Trust Advisors
South Carolina
$512K +$162K +3,225 +56%
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