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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
1026
Cerro Pacific Wealth Advisors
California
$408K +$376K +5,656 New
MAG
1027
Mayfair Advisory Group
Alabama
$405K – – –
PIM
1028
Progressive Investment Management
Oregon
$404K – – –
VCAM
1029
Van Cleef Asset Management
Ohio
$404K – – –
TCOV
1030
Trust Company of Vermont
Vermont
$404K +$152K +2,280 +69%
GWAG
1031
Garrett Wealth Advisory Group
Texas
$403K – – –
S4W
1032
Solutions 4 Wealth
Texas
$402K – – –
GFS
1033
GYL Financial Synergies
Connecticut
$401K – – –
CA
1034
Continuum Advisory
Idaho
$401K -$329K -4,952 -47%
FLA
1035
Financial Life Advisors
Texas
$401K – – –
CTFG
1036
Capstone Triton Financial Group
Oklahoma
$400K +$532 +8 +0.1%
TWA
1037
Talisman Wealth Advisors
New Jersey
$399K -$10.1K -152 -3%
PO
1038
Private Ocean
California
$399K – – –
PFP
1039
Paragon Financial Partners
California
$399K – – –
HFA
1040
High Falls Advisors
New York
$398K -$6.38K -96 -2%
BIM
1041
Breakwater Investment Management
Washington
$397K – – –
EFP
1042
Elser Financial Planning
Indiana
$396K +$365K +5,496 New
SWA
1043
SFMG Wealth Advisors
Texas
$393K – – –
AWC
1044
Adamsbrown Wealth Consultants
Kansas
$392K – – –
TF
1045
Trek Financial
Arizona
$392K +$25K +376 +7%
CFO
1046
Collective Family Office
Pennsylvania
$390K – – –
IF
1047
IRON Financial
Illinois
$390K – – –
MTIC
1048
Missouri Trust & Investment Company
Missouri
$389K – – –
OWA
1049
Octavia Wealth Advisors
Ohio
$388K +$2.13K +32 +0.6%
CAAS
1050
Capital Asset Advisory Services
Michigan
$385K +$342K +5,152 New
40 41
42
43 44