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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
626
Peak Financial Management
Massachusetts
$267K – – –
SFC
627
SYM Financial Corp
Indiana
$267K +$55.2K +1,768 +30%
GBT
628
Grove Bank & Trust
Florida
$266K – – –
CG
629
Colony Group
Massachusetts
$265K -$294K -9,416 -55%
LRIA
630
Leonard Rickey Investment Advisors
Washington
$263K -$17.7K -568 -7%
JGIA
631
Jackson Grant Investment Advisers
Connecticut
$261K +$46.9K +1,504 +25%
PP
632
PDS Planning
Ohio
$259K -$9.73K -312 -4%
MCG
633
McCollum Christoferson Group
New York
$256K +$229K +7,344 New
WA
634
Wealth Alliance
New York
$256K +$230K +7,360 New
VLC
635
Van Leeuwen & Company
New Jersey
$254K +$227K +7,280 New
SW
636
SkyOak Wealth
Michigan
$253K +$226K +7,248 New
BB
637
Bell Bank
North Dakota
$251K +$225K +7,200 New
BCA
638
Biltmore Capital Advisors
New Jersey
$250K +$224K +7,176 New
MWA
639
Meridian Wealth Advisors
Texas
$249K +$223K +7,144 New
IF
640
IRON Financial
Illinois
$249K +$223K +7,160 New
AIM
641
Acropolis Investment Management
Missouri
$246K – – –
RWM
642
Ritholtz Wealth Management
New York
$246K +$220K +7,056 New
BIAS
643
Beacon Investment Advisory Services
New Jersey
$246K +$221K +7,072 New
EHPM
644
Emery Howard Portfolio Management
California
$244K +$219K +7,016 New
PGFC
645
Peapack-Gladstone Financial Corp
New Jersey
$243K +$217K +6,944 New
CWC
646
Carolinas Wealth Consulting
North Carolina
$242K +$499 +16 +0.2%
TCM
647
Traynor Capital Management
Pennsylvania
$242K +$217K +6,960 New
BA
648
Ballast Advisors
Minnesota
$241K -$2.75K -88 -1%
BAM
649
Belpointe Asset Management
Nevada
$241K +$35.7K +1,144 +20%
CBT
650
Capital Bank & Trust
California
$240K -$47.7K -1,528 -18%
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