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Vanguard Information Technology ETF
VGT

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2001
Tompkins Financial
New York
$11.3K +$11.4K +120 New
FA
2002
Financial Avengers
California
$10.7K – – –
CAM
2003
Chesapeake Asset Management
New York
$9.8K – – –
CW
2004
CrossGen Wealth
North Carolina
$9.8K +$9.88K +104 New
MFP
2005
Meramec Financial Planners
Missouri
$9.62K +$9.88K +104 New
PCTC
2006
Perkins Coie Trust Company
Washington
$9.04K – – –
CP
2007
Camelot Portfolios
Ohio
$9.04K +$9.12K +96 New
EWM
2008
Evolution Wealth Management
Florida
$8.29K – – –
FMB
2009
Field & Main Bank
Kentucky
$8.29K – – –
MB
2010
MidFirst Bank
Oklahoma
$8.29K +$8.36K +88 New
MSFP
2011
Mark Sheptoff Financial Planning
Connecticut
$7.85K – – –
ICM
2012
Islay Capital Management
Texas
$7.54K – – –
CSC
2013
Caldwell Sutter Capital
California
$7.54K +$3.04K +32 +67%
RFA
2014
Reyes Financial Architecture
California
$6.78K +$4.56K +48 +200%
WAG
2015
Wilkerson Advisory Group
Missouri
$6.78K +$6.84K +72 New
GTAM
2016
Global Trust Asset Management
Florida
$5.7K -$1.52K -16 -20%
UOTTAIMCU
2017
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.28K +$5.32K +56 New
CB
2018
Centennial Bank
Arkansas
$4.52K -$6.84K -72 -60%
CFG
2019
Clayton Financial Group
Missouri
$3.88K – – –
TC
2020
Truvestments Capital
Florida
$3.78K +$1.52K +16 +67%
OC
2021
Oakworth Capital
Alabama
$3.77K – – –
FW
2022
Fairway Wealth
Ohio
$3.02K +$3.04K +32 New
LA
2023
LM Advisors
California
$2.63K -$461K -4,848 -23%
PWM
2024
Proathlete Wealth Management
Florida
$2.27K – – –
BWM
2025
Bernard Wealth Management
Michigan
$2.26K – – –
79 80
81
82 83