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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$600K +$85.1K +1,936 +14%
KPWS
577
Kestra Private Wealth Services
Texas
$598K +$14.1K +320 +2%
TW
578
Towerpoint Wealth
California
$597K – – –
CL
579
CPWM LLC
Washington
$593K -$4.82M -109,592 -88%
FA
580
Flagstar Advisors
New York
$591K – – –
HPC
581
HM Payson & Co
Maine
$585K -$17.6K -400 -3%
OBWG
582
Onyx Bridge Wealth Group
New York
$580K -$110K -2,496 -14%
GFG
583
Greystone Financial Group
Michigan
$573K -$95.7K -2,176 -13%
BP
584
Ballentine Partners
Massachusetts
$573K – – –
RWM
585
Rockwood Wealth Management
Pennsylvania
$568K -$10.9K -248 -2%
SW
586
SteelPeak Wealth
California
$568K – – –
WIM
587
Warwick Investment Management
Texas
$565K – – –
OPS
588
Orion Portfolio Solutions
Nebraska
$563K -$18.3K -416 -3%
GL
589
Graypoint LLC
New York
$556K +$211K +4,800 +50%
CWM
590
Concentrum Wealth Management
California
$555K +$636K +14,456 New
FI
591
Financial Insights
Washington
$551K -$51.7K -1,176 -8%
CST
592
Charles Schwab Trust
Nevada
$550K +$77K +1,752 +14%
FF
593
Francis Financial
$550K +$167K +3,800 +36%
HGWM
594
Harvest Group Wealth Management
Massachusetts
$549K -$20.8K -472 -3%
BC
595
Burney Company
Virginia
$549K -$18.3K -416 -3%
SFP
596
Shepherd Financial Partners
Massachusetts
$547K -$48.5K -1,104 -7%
LSPW
597
Lake Street Private Wealth
Illinois
$544K – – –
KFI
598
Key Financial Inc
Pennsylvania
$543K +$8.79K +200 +1%
OWA
599
Outlook Wealth Advisors
Texas
$542K -$658K -14,968 -51%
LHEI
600
Leo H. Evart Inc
California
$541K -$2.46K -56 -0.4%
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