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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
201
Kestra Private Wealth Services
Texas
$1.02M -$94.4K -1,425 -9%
CTA
202
Colonial Trust Advisors
South Carolina
$1.01M +$275K +4,150 +41%
PWM
203
Perigon Wealth Management
California
$984K – – –
WDL
204
Well Done LLC
Michigan
$979K -$67.2K -1,015 -7%
HSA
205
HBK Sorce Advisory
Pennsylvania
$977K -$9.94K -150 -1%
CS
206
Cannell & Spears
New York
$930K – – –
BFC
207
Blue Fin Capital
Rhode Island
$912K +$109K +1,650 +15%
GCA
208
Genesee Capital Advisors
New York
$899K -$405K -6,120 -33%
MCM
209
Murphy Capital Management
New Jersey
$892K – – –
AFC
210
AFT Forsyth & Company
Florida
$881K +$31.1K +470 +4%
IIA
211
IPG Investment Advisors
California
$880K – – –
ICM
212
Intrepid Capital Management
Florida
$842K -$60.3K -910 -7%
QT
213
Quantbot Technologies
New York
$836K +$783K +11,815 New
PA
214
Pinnacle Associates
New York
$832K +$24.8K +375 +3%
CPC
215
Cookson Peirce & Co
Pennsylvania
$830K -$36.8K -555 -5%
NFG
216
Next Financial Group
Texas
$824K -$10.3K -155 -1%
PP
217
Professional Planning
California
$819K +$766K +11,565 New
RCA
218
Ranch Capital Advisors
Florida
$812K +$101K +1,530 +15%
WWM
219
WT Wealth Management
Arizona
$809K -$82.2K -1,240 -10%
IFS
220
Ifrah Financial Services
Arkansas
$803K -$9.28K -140 -1%
JG
221
Jefferies Group
New York
$802K +$418K +6,310 +126%
KA
222
Kovack Advisors
Florida
$801K -$39.1K -590 -5%
CAG
223
Csenge Advisory Group
Florida
$775K -$164K -2,480 -18%
WA
224
WBH Advisory
Maryland
$773K – – –
CAN
225
Claraphi Advisory Network
United States
$772K -$194K -2,925 -21%
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