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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
951
Convergence Financial
Missouri
$955K – – –
PWP
952
Perfromance Wealth Partners
Illinois
$955K +$17.5K +184 +2%
EAN
953
Excelsior Advisor Network
Colorado
$952K +$960K +10,104 New
FFM
954
Forum Financial Management
Illinois
$948K +$296K +3,120 +45%
MEAC
955
M.E. Allison & Co
Texas
$945K – – –
HIC
956
Holderness Investments Company
North Carolina
$942K +$6.84K +72 +0.7%
AW
957
Alteri Wealth
California
$942K -$9.88K -104 -1%
PWP
958
Private Wealth Partners
California
$938K -$385K -4,048 -29%
CCMG
959
Clark Capital Management Group
Pennsylvania
$935K -$6.64M -69,832 -88%
AFG
960
Albion Financial Group
Utah
$934K – – –
NCM
961
Noesis Capital Mangement
Florida
$933K +$4.56K +48 +0.5%
MF
962
Midwestern Financial
Iowa
$927K -$3.04K -32 -0.3%
PMSA
963
Patrick M. Sweeney & Associates
Illinois
$926K +$24.3K +256 +3%
PRP
964
Peak Retirement Planning
Ohio
$926K -$30.4K -320 -3%
HPWM
965
High Point Wealth Management
New Jersey
$917K +$925K +9,736 New
BF
966
Bonfire Financial
Colorado
$916K -$79.1K -832 -8%
WIC
967
Woodmont Investment Counsel
Tennessee
$916K +$924K +9,720 New
RWRC
968
R.W. Roge & Company
New York
$915K +$350K +3,688 +61%
LSPW
969
Lake Street Private Wealth
Illinois
$914K -$18.2K -192 -2%
AWP
970
Accretive Wealth Partners
New Jersey
$913K – – –
FI
971
Financial Insights
Washington
$913K +$29.6K +312 +3%
FWM
972
Fonville Wealth Management
Virginia
$909K -$5.32K -56 -0.6%
CF
973
Calder Financial
Pennsylvania
$906K +$914K +9,616 New
MFIM
974
Mesirow Financial Investment Management
Illinois
$899K -$893K -9,400 -50%
HWM
975
HRC Wealth Management
Idaho
$890K +$760 +8 +0.1%
37 38
39
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