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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
301
Sage Mountain Advisors
Georgia
$475K – – –
AL
302
Aspiriant LLC
California
$474K +$19.5K +200 +4%
WAS
303
Winch Advisory Services
Wisconsin
$473K +$12.5K +128 +3%
OIA
304
OneDigital Investment Advisors
Kansas
$469K -$53.9K -553 -10%
KPCM
305
Kings Point Capital Management
New York
$469K +$28K +287 +6%
SVWAG
306
Sound View Wealth Advisors Group
Georgia
$467K +$471K +4,837 New
CIM
307
Corbyn Investment Management
Maryland
$466K +$51.5K +529 +12%
RIA
308
Realta Investment Advisors
Delaware
$465K +$47.2K +484 +11%
SB
309
Simmons Bank
Arkansas
$461K -$19.5K -200 -4%
EWA
310
EP Wealth Advisors
California
$457K +$140K +1,434 +43%
CA
311
Cetera Advisors
Colorado
$454K +$16K +164 +4%
HWAM
312
Hennion & Walsh Asset Management
New Jersey
$453K +$31.3K +321 +7%
HR
313
Hardy Reed
Mississippi
$451K +$455K +4,668 New
CB
314
Cadence Bank
Mississippi
$445K – – –
WPC
315
Waters Parkerson & Co
Louisiana
$444K – – –
IFG
316
Independent Financial Group
California
$442K +$205K +2,099 +85%
GVAG
317
Great Valley Advisor Group
Delaware
$441K – – –
FFA
318
Founders Financial Alliance
North Carolina
$437K +$228K +2,342 +107%
BFA
319
Bragg Financial Advisors
North Carolina
$434K – – –
ACI
320
Alpha Cubed Investments
California
$431K +$211K +2,170 +95%
RPCONE
321
Retirement Planning Company of New England
Rhode Island
$431K +$436K +4,472 New
MCWS
322
McKinley Carter Wealth Services
West Virginia
$426K +$292 +3 +0.1%
MOS
323
MGO One Seven
Ohio
$421K +$112K +1,145 +36%
HCC
324
Hirtle Callaghan & Co
Pennsylvania
$418K – – –
AWA
325
Arete Wealth Advisors
Illinois
$416K +$21.1K +217 +5%
11 12
13
14 15