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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
576
Kellett Wealth Advisors
Ohio
$815K -$2.05K -40 -0.3%
SWA
577
Strategies Wealth Advisors
Michigan
$811K -$24.6K -480 -3%
CL
578
CPWM LLC
Washington
$810K -$117K -2,280 -13%
TW
579
Towerpoint Wealth
California
$808K -$33.7K -656 -4%
GVAG
580
Great Valley Advisor Group
Delaware
$802K +$39.4K +768 +5%
FA
581
Flagstar Advisors
New York
$801K -$411 -8 -0.1%
SFP
582
Shepherd Financial Partners
Massachusetts
$800K -$16K -312 -2%
ODIJL
583
One Day In July LLC
Vermont
$800K +$5.34K +104 +0.7%
VA
584
Valmark Advisers
Ohio
$797K +$16.8K +328 +2%
BIA
585
Bigelow Investment Advisors
Maine
$794K -$32K -624 -4%
ICG
586
InterOcean Capital Group
Tennessee
$791K +$69.8K +1,360 +10%
OBWG
587
Onyx Bridge Wealth Group
New York
$789K -$65.3K -1,272 -7%
JC
588
JB Capital
Connecticut
$789K -$10.3K -200 -1%
KCM
589
Karp Capital Management
California
$786K -$6.93M -135,112 -90%
AWM
590
Axxcess Wealth Management
California
$776K +$35.7K +696 +5%
BC
591
Burney Company
Virginia
$772K -$28.7K -560 -4%
SW
592
SteelPeak Wealth
California
$768K – – –
WIM
593
Warwick Investment Management
Texas
$765K – – –
FLPIM
594
F.L. Putnam Investment Management
Massachusetts
$756K +$33.7K +656 +5%
TW
595
TrinityPoint Wealth
Connecticut
$749K +$378K +7,360 +105%
CAG
596
Csenge Advisory Group
Florida
$747K -$918K -17,880 -55%
HGWM
597
Harvest Group Wealth Management
Massachusetts
$743K -$329K -6,416 -31%
CIM
598
Corbyn Investment Management
Maryland
$743K -$80.5K -1,568 -10%
VCM
599
Virtue Capital Management
Tennessee
$734K – – –
LNWWM
600
Laird Norton Wetherby Wealth Management
California
$732K +$13.1K +256 +2%
22 23
24
25 26