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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
301
Caprock Group
Idaho
$517K – – –
MAM
302
Mainsail Asset Management
Alabama
$516K – – –
EW
303
Evoke Wealth
California
$513K +$481K +5,013 New
LAM
304
Lewis Asset Management
California
$512K -$15.9K -166 -3%
MIG
305
McGuire Investment Group
Rhode Island
$511K +$59.8K +623 +14%
NF
306
Norwood Financial
Pennsylvania
$504K -$25.9K -270 -5%
CF
307
Centaurus Financial
California
$504K -$203K -2,116 -30%
EWA
308
EP Wealth Advisors
California
$498K +$22.9K +239 +5%
FCM
309
Family Capital Management
Michigan
$496K +$20.2K +211 +5%
BRWA
310
B. Riley Wealth Advisors
Florida
$492K +$55.6K +579 +11%
CFGSD
311
Compass Financial Group (South Dakota)
South Dakota
$491K +$768 +8 +0.2%
HWM
312
Howard Wealth Management
Connecticut
$490K -$11.1K -116 -2%
AM
313
AGF Management
Ontario, Canada
$489K +$459K +4,780 New
NEPWA
314
New England Private Wealth Advisors
Massachusetts
$486K +$768 +8 +0.2%
RJT
315
Raymond James Trust
Florida
$484K -$62.5K -651 -12%
APP
316
Avantax Planning Partners
Iowa
$482K +$21.5K +224 +5%
WPC
317
Waters Parkerson & Co
Louisiana
$481K – – –
PAS
318
Park Avenue Securities
New York
$479K +$235K +2,452 +110%
RFN
319
Redwood Financial Network
Ohio
$476K +$99.6K +1,038 +29%
FFA
320
Founders Financial Alliance
North Carolina
$474K +$672 +7 +0.2%
PI
321
PFG Investments
New York
$472K +$443K +4,613 New
MFC
322
Morris Financial Concepts
South Carolina
$469K – – –
PA
323
PFG Advisors
Arizona
$467K – – –
PIA
324
Petredis Investment Advisors
Pennsylvania
$462K – – –
NPFS
325
Novak & Powell Financial Services
Florida
$460K +$7.39K +77 +0.5%
11 12
13
14 15