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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1176
Stratos Investment Management
Ohio
$391K +$386K +5,024 New
CCM
1177
Coldstream Capital Management
Washington
$391K – – –
CSWM
1178
Cassady Schiller Wealth Management
Ohio
$390K – – –
EIP
1179
Ellis Investment Partners
Pennsylvania
$390K +$614 +8 +0.2%
SEA
1180
Stegent Equity Advisors
Texas
$390K – – –
MLA
1181
MB, Levis & Associates
Pennsylvania
$390K +$614 +8 +0.2%
IIC
1182
Ironwood Investment Counsel
Arizona
$389K -$1.84K -24 -0.5%
FA
1183
Fiduciary Alliance
South Carolina
$387K +$30.7K +400 +9%
BFM
1184
Boston Financial Management
Massachusetts
$385K -$83K -1,080 -18%
JF
1185
Jericho Financial
Ohio
$384K +$380K +4,944 New
EWA
1186
Exencial Wealth Advisors
Oklahoma
$383K +$58.4K +760 +18%
OWA
1187
Octavia Wealth Advisors
Ohio
$382K -$92.8K -1,208 -20%
TA
1188
Townsend & Associates
Colorado
$382K – – –
SAF
1189
Smith Anglin Financial
Texas
$381K +$127K +1,656 +51%
MSF
1190
Mustard Seed Financial
Arkansas
$380K +$30.7K +400 +9%
RTC
1191
Real Talk Capital
Tennessee
$380K – – –
CB
1192
Cadence Bank
Mississippi
$379K +$98.3K +1,280 +36%
UCB
1193
United Community Bank
South Carolina
$376K – – –
VST
1194
Van Strum & Towne
California
$375K – – –
BWM
1195
BlackDiamond Wealth Management
New York
$375K +$6.76K +88 +2%
CT
1196
Caldwell Trust
Florida
$373K -$224K -2,912 -38%
FA
1197
Financial Advisors
Massachusetts
$373K – – –
IAS
1198
Investment Advisory Services
Texas
$373K – – –
LCM
1199
Liberty Capital Management
Michigan
$373K – – –
HSA
1200
HBK Sorce Advisory
Pennsylvania
$373K +$35K +456 +10%
46 47
48
49 50