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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
726
Atlas Private Wealth Advisors
New Jersey
$736K +$891 +16 +0.1%
BIAS
727
Beacon Investment Advisory Services
New Jersey
$736K – – –
WFA
728
Wellspring Financial Advisors
Ohio
$733K -$2.67K -48 -0.4%
BW
729
Bison Wealth
Georgia
$730K +$3.57K +64 +0.5%
CST
730
Charles Schwab Trust
Nevada
$726K – – –
MWM
731
Meridian Wealth Management
Kentucky
$726K -$15.2K -272 -2%
T
732
Tidemark
California
$724K +$667K +11,968 New
FC
733
Financial Consulate
Maryland
$724K – – –
WPC
734
Waters Parkerson & Co
Louisiana
$722K – – –
SWM
735
Selective Wealth Management
Virginia
$717K – – –
IP
736
Ignite Planners
California
$717K -$20.1K -360 -3%
ECG
737
EPIQ Capital Group
California
$714K +$2.23K +40 +0.3%
WA
738
Waverly Advisors
Alabama
$708K -$45.5K -816 -7%
BDF
739
Black Diamond Financial
Maryland
$703K -$126K -2,264 -16%
CF
740
Convergence Financial
Missouri
$698K -$526K -9,448 -45%
MCWS
741
McKinley Carter Wealth Services
West Virginia
$693K +$55.7K +1,000 +10%
TW
742
TrinityPoint Wealth
Connecticut
$689K -$101K -1,816 -14%
BW
743
BIP Wealth
Georgia
$689K – – –
CIP
744
Capital Insight Partners
Arizona
$687K – – –
LSPW
745
Lake Street Private Wealth
Illinois
$687K -$11.6K -208 -2%
SCA
746
Southern Capital Advisors
Tennessee
$684K +$1.34K +24 +0.2%
GB
747
Goepper Burkhardt
South Carolina
$673K +$44.6K +800 +8%
HB
748
HTLF Bank
Colorado
$670K +$617K +11,080 New
GL
749
Graypoint LLC
New York
$669K +$77.6K +1,392 +14%
GC
750
Grimes & Company
Massachusetts
$668K -$13.8K -248 -2%
28 29
30
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