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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
626
Fortitude Advisory Group
Washington
$801K -$88.3K -1,624 -10%
MCCP
627
Mission Creek Capital Partners
California
$801K -$14.4K -264 -2%
RWMH
628
Riverpoint Wealth Management Holdings
Illinois
$800K -$59.6K -1,096 -7%
NCM
629
Next Capital Management
New York
$799K – – –
OWA
630
Outlook Wealth Advisors
Texas
$794K -$3.92K -72 -0.5%
RT
631
Rockland Trust
Massachusetts
$792K -$31.3K -576 -4%
SMC
632
Smith, Moore & Co
Missouri
$791K +$152K +2,800 +22%
WPW
633
Waldron Private Wealth
Pennsylvania
$787K – – –
CA
634
Clearstead Advisors
Ohio
$785K +$40K +736 +5%
EWM
635
Elevatus Welath Management
New York
$783K +$821K +15,104 New
CCA
636
Conservest Capital Advisors
Pennsylvania
$778K +$870 +16 +0.1%
PIAS
637
PCA Investment Advisory Services
Ohio
$776K -$19.1K -352 -2%
SG
638
StoneX Group
New York
$771K +$228K +4,184 +39%
WIM
639
Warwick Investment Management
Texas
$762K – – –
PTC
640
Private Trust Company
Ohio
$761K +$18.3K +336 +2%
BP
641
Ballentine Partners
Massachusetts
$758K -$15.2K -280 -2%
TAM
642
Trillium Asset Management
Massachusetts
$753K +$790K +14,528 New
OBWG
643
Onyx Bridge Wealth Group
New York
$751K -$17K -312 -2%
HSA
644
HBK Sorce Advisory
Pennsylvania
$751K +$435 +8 +0.1%
KFI
645
Key Financial Inc
Pennsylvania
$751K +$14.8K +272 +2%
KWA
646
Kingswood Wealth Advisors
California
$750K +$786K +14,464 New
LNWWM
647
Laird Norton Wetherby Wealth Management
California
$750K – – –
DWM
648
Dakota Wealth Management
Florida
$750K +$245K +4,504 +45%
WIP
649
WealthCare Investment Partners
Rhode Island
$749K +$228K +4,200 +42%
AWM
650
Altus Wealth Management
Kentucky
$745K +$435 +8 +0.1%
24 25
26
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