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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1201
Paragon Private Wealth Management
Kentucky
$238K +$230K +3,624 New
PCS
1202
Personal CFO Solutions
New Jersey
$238K +$5.58K +88 +2%
AB
1203
Atlas Brown
Kentucky
$237K +$229K +3,616 New
SWA
1204
Sax Wealth Advisors
New Jersey
$236K +$5.58K +88 +3%
CB
1205
Cadence Bank
Mississippi
$236K – – –
HCM
1206
Howland Capital Management
Massachusetts
$236K – – –
SFB
1207
STAR Financial Bank
Indiana
$235K – – –
AR
1208
Apeiron RIA
Texas
$234K – – –
CA
1209
Calton & Associates
Florida
$234K – – –
BWM
1210
BCS Wealth Management
Tennessee
$233K +$225K +3,552 New
M
1211
MYeCFO
California
$233K +$225K +3,552 New
RMC
1212
Resources Management Corp
Connecticut
$232K -$25.4K -400 -10%
BMD
1213
Better Money Decisions
New Mexico
$231K +$507 +8 +0.2%
WSTAM
1214
Wilbanks Smith & Thomas Asset Management
Virginia
$231K – – –
RCA
1215
Riverview Capital Advisers
Massachusetts
$231K +$507 +8 +0.2%
LPT
1216
Legacy Private Trust
Wisconsin
$231K -$27.9K -440 -11%
CSIA
1217
Charles Schwab Investment Advisory
California
$230K +$222K +3,504 New
HIF
1218
Hill Island Financial
Michigan
$229K – – –
KIG
1219
Kowal Investment Group
Wisconsin
$229K -$13.7K -216 -6%
LFWA
1220
LBJ Family Wealth Advisors
Texas
$228K – – –
NF
1221
Norwood Financial
Pennsylvania
$228K +$220K +3,472 New
TC
1222
TAP Consulting
Missouri
$227K -$2.54K -40 -1%
WQ
1223
Wealth Quarterback
New Jersey
$226K +$219K +3,448 New
GWCM
1224
Godshalk Welsh Capital Management
Pennsylvania
$225K – – –
DF
1225
Dunhill Financial
United Kingdom
$225K +$167K +2,640 +330%
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