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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1026
Kraematon Investment Advisors
Massachusetts
$808K +$207K +2,176 +34%
GHAM
1027
Gilman Hill Asset Management
Connecticut
$801K – – –
WRPWM
1028
Werba Rubin Papier Wealth Management
California
$798K – – –
RIS
1029
Richmond Investment Services
Wisconsin
$796K -$28.1K -296 -3%
BWM
1030
BCS Wealth Management
Tennessee
$794K +$401K +4,224 +100%
CAS
1031
Coppell Advisory Solutions
Texas
$792K +$2.28K +24 +0.3%
HWM
1032
Howard Wealth Management
Connecticut
$791K -$24.3K -256 -3%
LFAS
1033
Level Four Advisory Services
Texas
$791K +$170K +1,784 +27%
OE
1034
October Effect
Virginia
$790K -$3.8K -40 -0.5%
HNW
1035
High Note Wealth
Minnesota
$783K – – –
SC
1036
Soundwatch Capital
Connecticut
$782K +$180K +1,896 +30%
EI
1037
Ellevest Inc
New York
$782K +$121K +1,272 +18%
CRIG
1038
Charter Research & Investment Group
Connecticut
$780K – – –
TCBWMS
1039
Texas Capital Bank Wealth Management Services
Texas
$780K +$407K +4,280 +107%
VCP
1040
Verus Capital Partners
Arizona
$779K +$90.5K +952 +13%
AA
1041
Ancora Advisors
Ohio
$778K -$78.3K -824 -9%
AW
1042
Alchemi Wealth
Connecticut
$776K +$782K +8,232 New
HWA
1043
HighRoad Wealth Advisors
Oregon
$775K +$781K +8,224 New
ACA
1044
American Capital Advisory
Idaho
$774K -$2.28K -24 -0.3%
FC
1045
Financial Council
Maryland
$772K – – –
CT
1046
Colonial Trust
South Carolina
$770K +$76K +800 +11%
SCM
1047
Sterling Capital Management
North Carolina
$770K +$716K +7,536 +1,178%
HR
1048
Howe & Rusling
New York
$770K +$178K +1,872 +30%
RCM
1049
RB Capital Management
Nevada
$768K – – –
JSW
1050
Journey Strategic Wealth
New Jersey
$767K +$79.8K +840 +12%
40 41
42
43 44