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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1501
Cyndeo Wealth Partners
Florida
$239K +$209K +2,880 New
GG
1502
GenWealth Group
New Jersey
$239K +$209K +2,880 New
CSA
1503
Cottage Street Advisors
Massachusetts
$238K +$209K +2,872 New
R
1504
Rebalance
California
$238K -$15.7K -216 -7%
WCG
1505
Weaver Consulting Group
California
$238K +$208K +2,864 New
NWM
1506
Northwest Wealth Management
Iowa
$237K +$208K +2,856 New
MWA
1507
Meridian Wealth Advisors
Texas
$236K +$207K +2,848 New
ISFAN
1508
Investor's Fiduciary Advisor Network
Washington
$235K +$207K +2,840 New
SAM
1509
Sherman Asset Management
California
$235K – – –
PS
1510
Planned Solutions
California
$235K +$206K +2,832 New
AF
1511
Advisornet Financial
Minnesota
$234K -$68.1K -936 -25%
CCA
1512
Carrera Capital Advisors
Michigan
$232K +$204K +2,800 New
NCM
1513
Neumann Capital Management
California
$232K +$204K +2,800 New
4WM
1514
49 Wealth Management
Texas
$231K -$16.3K -224 -7%
I
1515
IMPACTfolio
Colorado
$231K +$203K +2,792 New
HCM
1516
Howard Capital Management
Georgia
$231K +$202K +2,784 New
CF
1517
Claris Financial
Virginia
$230K -$17.5K -240 -8%
MWA
1518
Medallion Wealth Advisors
Connecticut
$229K – – –
SFG
1519
SNS Financial Group
Minnesota
$229K +$201K +2,760 New
NFSG
1520
Newbridge Financial Services Group
Florida
$227K +$2.33K +32 +1%
AA
1521
AF Advisors
California
$227K +$199K +2,736 New
HW
1522
HORAN Wealth
Ohio
$227K +$199K +2,736 New
NLP
1523
Next Level Private
New York
$227K +$199K +2,736 New
SCM
1524
Spreng Capital Management
Ohio
$226K +$198K +2,728 New
TWM
1525
Trevian Wealth Management
Massachusetts
$226K +$198K +2,728 New
59 60
61
62 63