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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
526
W Advisors LLC
Tennessee
$797K -$308K -6,848 -26%
GA
527
Gateway Advisory
New Jersey
$796K – – –
SQA
528
Simon Quick Advisors
New Jersey
$793K -$22K -488 -3%
RZH
529
Relyea Zuckerberg Hanson
Connecticut
$793K -$9.37K -208 -1%
OBWG
530
Onyx Bridge Wealth Group
New York
$791K +$35K +776 +5%
CSB
531
City State Bank
Iowa
$789K +$59.5K +1,320 +7%
AIA
532
Allied Investment Advisors
Montana
$785K – – –
RPCONE
533
Retirement Planning Company of New England
Rhode Island
$783K +$16.9K +376 +2%
PP
534
Patten & Patten
Tennessee
$779K -$55.1K -1,224 -6%
CAG
535
Crestwood Advisors Group
Massachusetts
$773K -$721 -16 -0.1%
PTC
536
Private Trust Company
Ohio
$772K +$852K +18,912 New
NFC
537
Northeast Financial Consultants
Connecticut
$770K – – –
CF
538
Convergence Financial
Missouri
$766K -$538K -11,936 -39%
ZIG
539
Zullo Investment Group
Pennsylvania
$766K -$36.8K -816 -4%
BFA
540
Beacon Financial Advisory
Ohio
$763K +$1.44K +32 +0.2%
SYBT
541
Stock Yards Bank & Trust
Kentucky
$763K +$842K +18,688 New
E
542
ETFidea
New York
$758K +$34.2K +760 +4%
LFAS
543
Level Four Advisory Services
Texas
$754K -$40.4K -896 -5%
IFWM
544
Institute for Wealth Management
Colorado
$752K -$469K -10,408 -36%
SAM
545
Secure Asset Management
Michigan
$752K -$153K -3,392 -16%
MW
546
MBL Wealth
North Carolina
$750K – – –
WIP
547
WealthCare Investment Partners
Rhode Island
$748K -$10.4K -232 -1%
MWM
548
Modera Wealth Management
New Jersey
$731K -$91.9K -2,040 -10%
GGI
549
GPM Growth Investors
Michigan
$727K -$5.41K -120 -0.7%
TC
550
Telemus Capital
Michigan
$726K +$801K +17,784 New
20 21
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