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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
326
Northwest Wealth Management
Iowa
$32K -$3.18K -49 -9%
WAM
327
Wealthspire Advisors (Maryland)
Maryland
$32K +$9.14K +141 +40%
EWM
328
Edge Wealth Management
New York
$30K – – –
TFS
329
TrustCore Financial Services
Tennessee
$29K +$130 +2 +0.5%
AF
330
Advisornet Financial
Minnesota
$28K – – –
RFA
331
Reilly Financial Advisors
California
$26K – – –
FFW
332
Fusion Family Wealth
New York
$25K – – –
RIA
333
Realta Investment Advisors
Delaware
$25K +$24.9K +384 New
RBC
334
Roble Belko & Company
Pennsylvania
$24K – – –
YWP
335
YorkBridge Wealth Partners
New York
$24K – – –
WTB
336
Washington Trust Bank
Washington
$22K – – –
VCM
337
Versant Capital Management
Arizona
$21K – – –
PMFA
338
Plante Moran Financial Advisors
Michigan
$19K -$61.7K -952 -77%
RFM
339
Royal Fund Management
Florida
$17K – – –
GWS
340
Glassman Wealth Services
Virginia
$16K – – –
FC
341
Ferris Capital
Massachusetts
$16K +$15.8K +244 New
LFA
342
Legacy Financial Advisors
Kentucky
$14K – – –
TVWM
343
Tower View Wealth Management
Wisconsin
$14K – – –
WEC
344
Winslow Evans & Crocker
Massachusetts
$14K – – –
FMTCOCP
345
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K – – –
POIA
346
Pin Oak Investment Advisors
Texas
$13K – – –
GEA
347
Glen Eagle Advisors
New Jersey
$12.4K +$4.86K +75 +64%
TWA
348
TCI Wealth Advisors
Arizona
$12K +$2.59K +40 +29%
CG
349
Cutler Group
California
$12K +$12.9K +199 New
CFN
350
Cordasco Financial Network
Florida
$11K +$10.8K +166 New
12 13
14
15 16