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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
276
Brookstone Capital Management
Illinois
$866K +$28.3K +222 +3%
TCOV
277
Trust Company of Vermont
Vermont
$866K +$839K +6,577 New
HWM
278
Howard Wealth Management
Connecticut
$864K -$18.1K -142 -2%
JIG
279
Junk Investment Group
Maryland
$860K +$893 +7 +0.1%
SIS
280
Strategic Investment Solutions
Illinois
$854K +$234K +1,833 +39%
KPWS
281
Kestra Private Wealth Services
Texas
$837K -$2.92M -22,900 -78%
KA
282
Kovack Advisors
Florida
$832K +$15.8K +124 +2%
WANY
283
Wealthspire Advisors (New York)
New York
$826K +$116K +912 +17%
MYIA
284
Mount Yale Investment Advisors
Colorado
$825K -$89.2K -699 -10%
VAS
285
Vestmark Advisory Solutions
Massachusetts
$825K -$70.9K -556 -8%
MIG
286
McGuire Investment Group
Rhode Island
$823K +$21.1K +165 +3%
HR
287
Hardy Reed
Mississippi
$812K – – –
PGFC
288
Peapack-Gladstone Financial Corp
New Jersey
$811K +$68.9K +540 +10%
KCM
289
Kennicott Capital Management
California
$809K – – –
BOPW
290
Brandywine Oak Private Wealth
Pennsylvania
$803K – – –
MFC
291
Morris Financial Concepts
South Carolina
$790K – – –
PPWP
292
Premier Path Wealth Partners
New Jersey
$789K -$8.8K -69 -1%
BFAG
293
Blackston Financial Advisory Group
Florida
$786K +$33.2K +260 +5%
HIP
294
Harrell Investment Partners
Texas
$771K – – –
APP
295
Avantax Planning Partners
Iowa
$767K -$41.3K -324 -5%
FPAS
296
Focus Partners Advisor Solutions
Missouri
$760K +$94.3K +739 +15%
TPCW
297
TD Private Client Wealth
New York
$753K +$65.5K +513 +10%
WPW
298
Waldron Private Wealth
Pennsylvania
$752K +$4.59K +36 +0.6%
FPB
299
First PREMIER Bank
South Dakota
$740K -$78K -611 -10%
ACM
300
AlphaStar Capital Management
North Carolina
$739K +$717K +5,619 New
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12
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