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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1026
Aspen Investment Management
Michigan
$678K – – –
MAWA
1027
Moss Adams Wealth Advisors
Washington
$675K +$632K +7,232 New
SCP
1028
Stevens Capital Partners
Nebraska
$675K -$19.6K -224 -3%
HFP
1029
Holistic Financial Partners
Indiana
$674K – – –
SCA
1030
Sandy Cove Advisors
Massachusetts
$671K +$210K +2,408 +50%
SAM
1031
SP Asset Management
California
$671K +$164K +1,872 +35%
TA
1032
TFB Advisors
Kansas
$668K -$178K -2,040 -22%
FLA
1033
Financial Life Advisors
Texas
$666K – – –
CCA
1034
Clearwater Capital Advisors
Illinois
$665K – – –
FAT
1035
First American Trust
California
$665K -$68.5K -784 -10%
DJSG
1036
D.J. St. Germain
Massachusetts
$664K +$1.4K +16 +0.2%
RCA
1037
Riverview Capital Advisers
Massachusetts
$661K – – –
APA
1038
Astoria Portfolio Advisors
New York
$656K -$218K -2,496 -27%
EI
1039
Ellevest Inc
New York
$656K – – –
EPIM
1040
Evelyn Partners Investment Management
$652K – – –
FDW
1041
Fourth Dimension Wealth
Ohio
$650K +$90.9K +1,040 +18%
FFM
1042
Forum Financial Management
Illinois
$648K +$607K +6,944 New
IF
1043
Integrity Financial
Wyoming
$647K +$92.3K +1,056 +18%
BOM
1044
Bank of Marin
California
$645K – – –
EBSAM
1045
Eubel Brady & Suttman Asset Management
Ohio
$645K – – –
TFS
1046
Thoroughbred Financial Services
Tennessee
$644K – – –
QWM
1047
Quadcap Wealth Management
Texas
$644K +$369K +4,224 +158%
EWA
1048
EverSource Wealth Advisors
Alabama
$643K -$13.3K -152 -2%
KP
1049
Keel Point
Alabama
$643K +$699 +8 +0.1%
MAG
1050
Mayfair Advisory Group
Alabama
$642K +$15.4K +176 +3%
40 41
42
43 44