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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
901
Diversified Trust
Tennessee
$617K +$336K +4,456 +96%
PFS
902
Physicians Financial Services
North Carolina
$615K +$603 +8 +0.1%
MBI
903
May Barnhard Investments
Maryland
$614K – – –
CCFM
904
Clear Creek Financial Management
Washington
$610K +$337K +4,472 +99%
MF
905
Montis Financial
Massachusetts
$609K +$133K +1,760 +24%
MWA
906
Moser Wealth Advisors
Washington
$608K +$27.1K +360 +4%
FI
907
Financial Insights
Washington
$608K – – –
MW
908
Marcum Wealth
Ohio
$607K -$44.6K -592 -6%
CRIG
909
Charter Research & Investment Group
Connecticut
$607K – – –
WRPWM
910
Werba Rubin Papier Wealth Management
California
$606K -$81.4K -1,080 -11%
UBP
911
Union Bancaire Privee
Switzerland
$605K +$671K +8,912 New
LGG
912
Luts & Greenleigh Group
Maryland
$604K – – –
PWMAG
913
Pinnacle Wealth Management Advisory Group
New Jersey
$604K +$121K +1,600 +22%
CWP
914
Concord Wealth Partners
Virginia
$601K +$48.2K +640 +8%
PA
915
Parkside Advisors
California
$601K – – –
SSWM
916
Strait & Sound Wealth Management
California
$600K -$25.3K -336 -4%
AC
917
Apella Capital
Connecticut
$600K +$194K +2,576 +40%
NFG
918
Nations Financial Group
Iowa
$599K -$25.3K -336 -4%
MLFP
919
MPS Loria Financial Planners
Illinois
$598K +$1.21K +16 +0.2%
GCA
920
Gallagher Capital Advisors
Texas
$597K +$1.21K +16 +0.2%
LFA
921
Lauterbach Financial Advisors
Texas
$596K – – –
ARG
922
Advisory Resource Group
Oklahoma
$595K +$25.9K +344 +4%
GF
923
Gries Financial
Ohio
$595K +$118K +1,560 +22%
CMI
924
Clare Market Investments
Texas
$595K +$603 +8 +0.1%
SAM
925
Silvercrest Asset Management
New York
$594K -$42.2K -560 -6%
35 36
37
38 39