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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
526
DB Wealth Management Group
California
$711K +$661K +16,072 New
RMDI
527
R.M. Davis Inc
Maine
$708K – – –
TI
528
Truepoint Inc
Ohio
$708K +$658K +16,000 New
CDH
529
Charles D. Hyman
$707K – – –
MWM
530
Mission Wealth Management
California
$706K +$657K +15,968 New
UFA
531
US Financial Advisors
Massachusetts
$703K +$654K +15,896 New
BWL
532
Bogart Wealth LLC
Virginia
$702K -$3.29K -80 -0.5%
ODIJL
533
One Day In July LLC
Vermont
$700K -$245K -5,960 -27%
RFA
534
Reilly Financial Advisors
California
$697K +$428K +10,400 +194%
HL
535
HeadInvest LLC
Maine
$696K -$8.23K -200 -1%
RWMH
536
Riverpoint Wealth Management Holdings
Illinois
$695K +$329 +8 +0.1%
NP
537
NorthRock Partners
Minnesota
$693K +$366K +8,888 +131%
TFA
538
Teamwork Financial Advisors
Texas
$688K +$126K +3,072 +25%
SG
539
StoneX Group
New York
$687K +$10.2K +248 +2%
EFSCE
540
Enterprise Financial Services Corp (EFSC)
Missouri
$681K -$3.54M -86,032 -85%
MTC
541
McDaniel Terry & Co
Texas
$681K – – –
GIA
542
Gladstone Institutional Advisory
Florida
$677K -$38.5K -936 -6%
BFA
543
Beacon Financial Advisory
Ohio
$676K +$329 +8 +0.1%
BC
544
Burney Company
Virginia
$672K -$99K -2,408 -14%
WPC
545
Waters Parkerson & Co
Louisiana
$669K – – –
NC
546
NinePointTwo Capital
California
$656K +$610K +14,832 New
FI
547
Financial Insights
Washington
$654K -$131K -3,184 -18%
FCFC
548
First Commonwealth Financial Corp
Pennsylvania
$651K – – –
LSPW
549
Lake Street Private Wealth
Illinois
$650K +$605K +14,704 New
SW
550
SteelPeak Wealth
California
$644K +$111K +2,704 +23%
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