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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
326
Destination Wealth Management
California
$25K -$26.3K -405 -49%
RFA
327
Reilly Financial Advisors
California
$24K -$84.4K -1,300 -76%
CIAS
328
Capital Investment Advisory Services
North Carolina
$24K +$26K +400 New
FFW
329
Fusion Family Wealth
New York
$23K – – –
YWP
330
YorkBridge Wealth Partners
New York
$22K – – –
RBC
331
Roble Belko & Company
Pennsylvania
$22K +$4.74K +73 +25%
WTB
332
Washington Trust Bank
Washington
$21K -$45.5K -701 -67%
WAM
333
Wealthspire Advisors (Maryland)
Maryland
$21K – – –
PG
334
Patten Group
Tennessee
$20K +$22.2K +342 New
VCM
335
Versant Capital Management
Arizona
$19K +$21.7K +335 New
WF
336
WealthTrust Fairport
Ohio
$17K -$40.9K -630 -69%
RFM
337
Royal Fund Management
Florida
$15K +$2.53K +39 +17%
GWS
338
Glassman Wealth Services
Virginia
$14K – – –
LFA
339
Legacy Financial Advisors
Kentucky
$13K – – –
TVWM
340
Tower View Wealth Management
Wisconsin
$13K – – –
CC
341
Claybrook Capital
Massachusetts
$13K +$14.6K +225 New
WDL
342
Well Done LLC
Michigan
$13K +$14.6K +225 New
POIA
343
Pin Oak Investment Advisors
Texas
$12K – – –
SFSIG
344
San Francisco Sentry Investment Group
California
$12K – – –
WEC
345
Winslow Evans & Crocker
Massachusetts
$12K – – –
FMTCOCP
346
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K +$13K +200 New
JFA
347
JNBA Financial Advisors
Minnesota
$12K +$13K +200 New
AAP
348
Arax Advisory Partners
Colorado
$10K – – –
VRM
349
Vectors Research Management
New York
$9K – – –
BWM
350
Baystate Wealth Management
Massachusetts
$9K +$8.63K +133 New
12 13
14
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