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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
301
Vantage Investment Advisors
Pennsylvania
$56K – – –
IP
302
Intellectus Partners
California
$55K – – –
SQA
303
Simon Quick Advisors
New Jersey
$46K – – –
BA
304
Ballew Advisors
Mississippi
$44K – – –
BCI
305
Brinker Capital Investments
Pennsylvania
$44K – – –
SSB
306
Sandy Spring Bank
Maryland
$43K – – –
RFM
307
Royal Fund Management
Florida
$43K +$13.4K +192 +43%
TCOV
308
Trust Company of Vermont
Vermont
$41K +$42.9K +615 New
CAGAS
309
Capital Advisory Group Advisory Services
Minnesota
$39K – – –
SWM
310
SeaCrest Wealth Management
New York
$39K – – –
AF
311
Advisornet Financial
Minnesota
$39K +$3.91K +56 +11%
WWMSC
312
Wagner Wealth Management (South Carolina)
South Carolina
$37K – – –
SIM
313
Sonora Investment Management
Arizona
$34K – – –
TL
314
TrueWealth LLC
Georgia
$34K – – –
EWM
315
Edge Wealth Management
New York
$31K – – –
M
316
MOTCO
Texas
$30K – – –
PMFA
317
Plante Moran Financial Advisors
Michigan
$30K – – –
RFWA
318
RPg Family Wealth Advisory
Massachusetts
$29.2K +$30.2K +433 New
DWM
319
Destination Wealth Management
California
$29K – – –
TFS
320
TrustCore Financial Services
Tennessee
$29K – – –
RCA
321
Rowland Carmichael Advisors
Arizona
$29K +$29.7K +425 New
LWCFA
322
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K – – –
FFW
323
Fusion Family Wealth
New York
$26K – – –
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$26K +$15.1K +216 +123%
YWP
325
YorkBridge Wealth Partners
New York
$25K – – –
11 12
13
14 15