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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
851
Stockman Wealth Management
Montana
$241K – – –
OCPWS
852
One Charles Private Wealth Services
Massachusetts
$240K +$248K +4,784 New
TWM
853
Tradition Wealth Management
Minnesota
$239K – – –
MWM
854
MBE Wealth Management
Wisconsin
$237K -$2.9K -56 -1%
OWA
855
Octavia Wealth Advisors
Ohio
$237K – – –
MWM
856
Meridian Wealth Management
Kentucky
$234K +$7.05K +136 +3%
CIA
857
Capital Investment Advisors
Georgia
$234K +$241K +4,656 New
CFA
858
Capstone Financial Advisors
Illinois
$233K – – –
BWP
859
BSW Wealth Partners
Colorado
$232K – – –
RWB
860
RMR Wealth Builders
New Jersey
$232K +$240K +4,624 New
ED
861
Exane Derivatives
France
$232K +$22.8K +440 +11%
RMC
862
Regis Management Company
California
$231K – – –
PFA
863
Pure Financial Advisors
California
$230K -$4.98K -96 -2%
MPW
864
Monterey Private Wealth
California
$229K +$236K +4,552 New
CWM
865
CCG Wealth Management
California
$227K – – –
1WA
866
180 Wealth Advisors
Washington
$227K +$224K +4,320 New
VCM
867
Virtue Capital Management
Tennessee
$226K +$233K +4,496 New
VAG
868
VisionPoint Advisory Group
Texas
$225K -$19.5K -376 -9%
HCM
869
Howland Capital Management
Massachusetts
$225K – – –
FLA
870
Financial Life Advisors
Texas
$224K -$2.49K -48 -1%
NDSI
871
Newman Dignan & Sheerar Inc
Rhode Island
$224K – – –
PGWM
872
Parisi Gray Wealth Management
New Jersey
$224K – – –
SWA
873
SFMG Wealth Advisors
Texas
$224K – – –
NCM
874
Novare Capital Management
North Carolina
$224K +$1.66K +32 +0.7%
CC
875
Cypress Capital
Tennessee
$224K +$232K +4,472 New
33 34
35
36 37