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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
601
Planning Directions
Pennsylvania
$209K +$195K +6,816 New
CCB
602
Cutter & Co Brokerage
Missouri
$209K +$196K +6,832 New
PFM
603
Peak Financial Management
Massachusetts
$208K +$195K +6,800 New
TCM
604
Towercrest Capital Management
Pennsylvania
$206K +$192K +6,720 New
CL
605
Choreo LLC
Illinois
$205K +$191K +6,688 New
BJL
606
Brighton Jones LLC
Washington
$205K +$192K +6,712 New
PFGIA
607
Patriot Financial Group Insurance Agency
Massachusetts
$204K +$5.04K +176 +3%
BAM
608
Belpointe Asset Management
Nevada
$204K +$13.7K +480 +8%
HT
609
Heritage Trust
Oklahoma
$204K +$191K +6,672 New
AWM
610
Altavista Wealth Management
North Carolina
$203K +$190K +6,640 New
EHPM
611
Emery Howard Portfolio Management
California
$202K +$189K +6,608 New
IC
612
Intersect Capital
California
$200K -$53.1K -1,856 -22%
SFFS
613
Stonehage Fleming Financial Services
Jersey
$196K – – –
CS
614
Capital Square
Tennessee
$190K +$179K +6,240 New
RWA
615
Ropes Wealth Advisors
Massachusetts
$188K – – –
RFA
616
Reilly Financial Advisors
California
$186K – – –
CG
617
Cutler Group
California
$183K +$172K +5,992 New
JGIA
618
Jackson Grant Investment Advisers
Connecticut
$182K +$1.15K +40 +0.7%
CT
619
Caldwell Trust
Florida
$180K +$168K +5,880 New
ZB
620
Zions Bancorporation
Utah
$176K -$72.4K -2,528 -31%
TVWM
621
Tower View Wealth Management
Wisconsin
$176K +$916 +32 +0.6%
FNBOSM
622
First National Bank of South Miami
Florida
$174K -$160K -5,600 -50%
AIC
623
Archer Investment Corporation
Indiana
$171K – – –
TCOV
624
Trust Company of Vermont
Vermont
$170K – – –
TWA
625
TCI Wealth Advisors
Arizona
$166K +$4.12K +144 +3%
23 24
25
26 27