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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
176
Cahill Financial Advisors
Minnesota
$741K -$602K -11,620 -45%
TSS
177
Two Sigma Securities
New York
$730K +$739K +14,265 New
BFC
178
Blue Fin Capital
Rhode Island
$729K -$11.1K -215 -1%
MCM
179
MAI Capital Management
Ohio
$717K +$8.29K +160 +1%
CCG
180
Chatham Capital Group
Georgia
$707K – – –
CA
181
Clearstead Advisors
Ohio
$672K +$256K +4,930 +60%
PGFC
182
Peapack-Gladstone Financial Corp
New Jersey
$651K +$62.2K +1,200 +10%
IP
183
Intellectus Partners
California
$647K +$13K +250 +2%
BBVA
184
Banco Bilbao Vizcaya Argentaria
Spain
$625K -$857K -16,525 -57%
MA
185
Mutual Advisors
Nebraska
$620K -$95.4K -1,840 -13%
PCM
186
Parsons Capital Management
Rhode Island
$618K -$111K -2,150 -15%
NL
187
NVWM LLC
Pennsylvania
$608K +$181K +3,490 +42%
ASN
188
Advisory Services Network
Georgia
$603K -$1.3K -25 -0.2%
BRWA
189
B. Riley Wealth Advisors
Florida
$598K +$1.55K +30 +0.3%
GKWIM
190
Gerber Kawasaki Wealth & Investment Management
California
$591K -$242K -4,675 -29%
PA
191
Parallel Advisors
California
$575K -$36.3K -700 -6%
EAM
192
Evanson Asset Management
California
$574K – – –
SIC
193
Sterling Investment Counsel
New York
$570K +$128K +2,465 +28%
KPWS
194
Kestra Private Wealth Services
Texas
$563K -$49.5K -955 -8%
SPIA
195
Steward Partners Investment Advisory
New York
$562K +$406K +7,825 +248%
BFG
196
Baron Financial Group
New Jersey
$542K -$79K -1,525 -13%
PAM
197
PVG Asset Management
Colorado
$534K +$264K +5,085 +95%
CNBTD
198
Citizens National Bank Trust Department
Mississippi
$524K -$29.8K -575 -5%
EWA
199
EP Wealth Advisors
California
$519K +$526K +10,140 New
JEST
200
JTC Employer Solutions Trustee
Jersey
$517K – – –
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8
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