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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1001
Halbert Hargrove Global Advisors
California
$247K -$50K -920 -16%
CAMV
1002
Concord Asset Management (Virginia)
Virginia
$246K – – –
KDA
1003
Kraft Davis & Associates
Missouri
$246K – – –
MWM
1004
MBE Wealth Management
Wisconsin
$244K – – –
CFA
1005
Capstone Financial Advisors
Illinois
$244K +$870 +16 +0.3%
VFPI
1006
Vantage Financial Partners (Illinois)
Illinois
$243K -$32.6K -600 -11%
SWM
1007
Silverlake Wealth Management
Vermont
$242K – – –
CCM
1008
Coldstream Capital Management
Washington
$242K +$27K +496 +12%
IFS
1009
Ifrah Financial Services
Arkansas
$242K – – –
CAM
1010
Clark Asset Management
New Hampshire
$241K +$253K +4,656 New
TA
1011
Townsend & Associates
Colorado
$241K +$870 +16 +0.3%
MA
1012
MONECO Advisors
Connecticut
$240K +$435 +8 +0.2%
JIP
1013
Jaffetilchin Investment Partners
Florida
$240K -$37.8K -696 -13%
BTI
1014
Blue Trust Inc
Georgia
$240K – – –
RMC
1015
Regis Management Company
California
$239K – – –
DWP
1016
Daymark Wealth Partners
Ohio
$237K +$248K +4,568 New
PRWA
1017
Platte River Wealth Advisors
Colorado
$236K – – –
SF
1018
Safeguard Financial
Wisconsin
$236K +$21.8K +400 +10%
KCFA
1019
Key Client Fiduciary Advisors
New Jersey
$234K -$27.8K -512 -10%
TA
1020
TrueWealth Advisors
Alabama
$234K – – –
GDP
1021
Great Diamond Partners
Maine
$234K +$245K +4,512 New
VWM
1022
Venturi Wealth Management
Texas
$234K +$15.2K +280 +7%
BHB
1023
Bank Hapoalim BM
Israel
$233K -$39.1K -720 -14%
SWM
1024
Sugarloaf Wealth Management
Georgia
$232K – – –
PGWM
1025
Parisi Gray Wealth Management
New Jersey
$232K +$435 +8 +0.2%
39 40
41
42 43