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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
976
Octavia Wealth Advisors
Ohio
$229K +$210K +4,752 New
BTI
977
Blue Trust Inc
Georgia
$229K +$59.1K +1,336 +30%
CAMV
978
Concord Asset Management (Virginia)
Virginia
$229K +$210K +4,752 New
D
979
Dentgroup
Louisiana
$228K +$209K +4,736 New
MWM
980
MBE Wealth Management
Wisconsin
$225K +$207K +4,680 New
MA
981
MONECO Advisors
Connecticut
$225K +$207K +4,672 New
PWG
982
Private Wealth Group
Florida
$225K -$144K -3,256 -41%
SWM
983
Silverlake Wealth Management
Vermont
$225K +$207K +4,672 New
CFA
984
Capstone Financial Advisors
Illinois
$225K +$207K +4,672 New
EWA
985
EverSource Wealth Advisors
Alabama
$224K +$34.7K +784 +20%
IBOK
986
Independence Bank of Kentucky
Kentucky
$224K – – –
GKWIM
987
Gerber Kawasaki Wealth & Investment Management
California
$222K +$204K +4,616 New
RMC
988
Regis Management Company
California
$222K +$203K +4,600 New
PRWA
989
Platte River Wealth Advisors
Colorado
$220K +$202K +4,560 New
PMFA
990
Plante Moran Financial Advisors
Michigan
$219K -$77.8K -1,760 -28%
CWA
991
Canvas Wealth Advisors
Kansas
$219K -$36.1K -816 -15%
IF
992
Intrua Financial
Texas
$218K +$200K +4,520 New
SFB
993
STAR Financial Bank
Indiana
$217K +$199K +4,504 New
SWM
994
Sugarloaf Wealth Management
Georgia
$216K – – –
PGWM
995
Parisi Gray Wealth Management
New Jersey
$215K +$198K +4,472 New
PG
996
Prostatis Group
Maryland
$215K +$197K +4,464 New
PD
997
Planning Directions
Pennsylvania
$215K +$197K +4,464 New
NDSI
998
Newman Dignan & Sheerar Inc
Rhode Island
$215K +$197K +4,456 New
EWA
999
Exencial Wealth Advisors
Oklahoma
$215K +$197K +4,456 New
TNA
1000
True North Advisors
Texas
$214K +$197K +4,448 New
38 39
40
41 42