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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1926
Fogel Capital Management
Florida
$221K +$203K +1,851 New
1SB
1927
1ST Source Bank
Indiana
$221K +$202K +1,848 New
BA
1928
Bellwether Advisors
Nebraska
$221K +$202K +1,848 New
CWMP
1929
Clarion Wealth Managment Partners
Virginia
$221K +$202K +1,848 New
WCM
1930
Washburn Capital Management
Florida
$221K +$202K +1,847 New
LWCFA
1931
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$220K – – –
T
1932
Tableaux
Massachusetts
$220K +$201K +1,840 New
TCWM
1933
Total Clarity Wealth Management
Illinois
$220K +$201K +1,838 New
KFS
1934
Kaizen Financial Strategies
California
$219K -$31.5K -288 -13%
UA
1935
Unison Advisors
District of Columbia
$219K +$201K +1,832 New
QFW
1936
QTR Family Wealth
Florida
$219K +$200K +1,830 New
WMP
1937
Wealth Management Partners
Arizona
$217K +$199K +1,816 New
PHWA
1938
Petersen Hastings Wealth Advisors
Washington
$216K +$198K +1,808 New
FFBTD
1939
First Financial Bank - Trust Division
Ohio
$216K +$198K +1,808 New
KDA
1940
Kraft Davis & Associates
Missouri
$215K -$1.56M -14,263 -88%
MFA
1941
Mayflower Financial Advisors
Massachusetts
$214K +$196K +1,794 New
ANC
1942
Ames National Corp
Iowa
$212K +$194K +1,776 New
EM
1943
Excalibur Management
Massachusetts
$212K +$194K +1,776 New
RWA
1944
Rooted Wealth Advisors
Illinois
$212K +$194K +1,776 New
BSWM
1945
Boston Standard Wealth Management
Massachusetts
$212K +$197K +1,800 New
LC
1946
Landaas & Company
Wisconsin
$212K +$194K +1,774 New
MPIM
1947
McGinn Penninger Investment Management
Virginia
$212K +$194K +1,776 New
CPC
1948
Cadia Private Client
New Jersey
$211K +$194K +1,769 New
CWRP
1949
Cassady Wealth & Retirement Planning
Nevada
$211K +$194K +1,768 New
SLWA
1950
San Luis Wealth Advisors
California
$211K +$194K +1,768 New
76 77
78
79 80