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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMC
1726
Heritage Wealth Management (California)
California
$211K -$4.42K -48 -2%
CSPIA
1727
Cary Street Partners Investment Advisory
Virginia
$211K +$96.5K +1,048 +76%
RBCM
1728
Raub Brock Capital Management
California
$211K +$222K +2,416 New
5SA
1729
5th Street Advisors
Connecticut
$210K – – –
AWM
1730
Aries Wealth Management
Maine
$209K – – –
I2I
1731
Insight 2811 Inc
Illinois
$209K – – –
PCM
1732
Pincus Capital Management
New York
$209K – – –
Q1WB
1733
Quest 10 Wealth Builders
Virginia
$209K – – –
SHF
1734
Stage Harbor Financial
Massachusetts
$209K +$221K +2,400 New
M
1735
MOTCO
Texas
$209K – – –
WPP
1736
Whalerock Point Partners
Rhode Island
$209K – – –
CW
1737
Cedarwood Wealth
Colorado
$208K – – –
KDA
1738
Kraft Davis & Associates
Missouri
$208K +$1.18M +12,784 +381%
GC
1739
Gilbert & Cook
Iowa
$207K – – –
DWM
1740
Drive Wealth Management
Utah
$207K -$39.8K -432 -15%
JSL
1741
JT Stratford LLC
Georgia
$207K – – –
SC
1742
Schoolcraft Capital
Colorado
$207K – – –
CWM
1743
Cranbrook Wealth Management
Michigan
$207K – – –
SPIA
1744
Strategic Point Investment Advisors
Rhode Island
$207K – – –
BWP
1745
BlueStem Wealth Partners
Minnesota
$206K +$737 +8 +0.3%
SFP
1746
Strategic Financial Partners
Oregon
$205K +$2.95K +32 +1%
MWA
1747
Midland Wealth Advisors
Illinois
$204K -$99.4K -1,080 -32%
HEM
1748
Henson-Edgewater Management
Ohio
$204K – – –
AF
1749
Align Financial
Minnesota
$204K – – –
AIA
1750
AssuredPartners Investment Advisors
Florida
$204K +$13.3K +144 +7%
68 69
70
71 72