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iShares Expanded Tech-Software Sector ETF
IGV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
201
Blue Fin Capital
Rhode Island
$1.52M +$29.7K +270 +2%
TCM
202
Triumph Capital Management
Colorado
$1.52M +$36.4K +331 +2%
MWM
203
Modern Wealth Management
Kansas
$1.5M +$305K +2,778 +24%
AFC
204
AFT Forsyth & Company
Florida
$1.49M -$550 -5 -0%
WB
205
WesBanco Bank
West Virginia
$1.46M -$115K -1,050 -7%
HWM
206
HB Wealth Management
Georgia
$1.45M +$7.14K +65 +0.5%
ACA
207
Arsenal Capital Advisors
Pennsylvania
$1.45M +$1.51M +13,736 New
IA
208
IAM Advisory
Pennsylvania
$1.44M +$4.29K +39 +0.3%
WANY
209
Wealthspire Advisors (New York)
New York
$1.4M +$325K +2,957 +29%
PCIG
210
Partners Capital Investment Group
Massachusetts
$1.39M +$774K +7,044 +115%
PA
211
Pinnacle Associates
New York
$1.39M -$234K -2,125 -14%
SF
212
Summit Financial
New Jersey
$1.39M -$355K -3,229 -20%
NCM
213
Novare Capital Management
North Carolina
$1.38M +$137K +1,250 +11%
MMA
214
Miracle Mile Advisors
California
$1.38M -$75.6K -688 -5%
SPIA
215
Steward Partners Investment Advisory
New York
$1.38M +$41.1K +374 +3%
EWA
216
EP Wealth Advisors
California
$1.35M +$1.41M +12,783 New
ECM
217
Ethos Capital Management
Pennsylvania
$1.35M +$1.4M +12,776 New
LWM
218
Lyell Wealth Management
California
$1.34M +$262K +2,380 +23%
PCIA
219
Prime Capital Investment Advisors
Kansas
$1.34M -$2.75K -25 -0.2%
MF
220
Montis Financial
Massachusetts
$1.34M -$57.2K -520 -4%
IWA
221
IBEX Wealth Advisors
New Jersey
$1.33M -$51.3K -467 -4%
UAS
222
United Asset Strategies
New York
$1.32M +$1.37M +12,470 New
PCM
223
Parsons Capital Management
Rhode Island
$1.32M – – –
MCC
224
Money Concepts Capital
Florida
$1.31M +$34.5K +314 +3%
NF
225
Nikulski Financial
Iowa
$1.31M -$45.6K -415 -3%
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