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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
326
Maltin Wealth Management
New Jersey
$266K +$251K +3,151 New
WP
327
WealthSource Partners
California
$265K – – –
BS
328
Boenning & Scattergood
Pennsylvania
$265K +$250K +3,141 New
LNB
329
Ledyard National Bank
$262K -$59K -740 -19%
SAM
330
Secure Asset Management
Michigan
$262K +$1.04K +13 +0.4%
FFWA
331
FRG Family Wealth Advisors
Washington
$262K +$247K +3,100 New
HIC
332
Holderness Investments Company
North Carolina
$260K +$245K +3,075 New
EWA
333
EP Wealth Advisors
California
$256K +$10.5K +132 +5%
IA
334
IFG Advisory
Georgia
$252K -$35.8K -449 -13%
SSWM
335
Sheets Smith Wealth Management
North Carolina
$252K – – –
CAM
336
Cresset Asset Management
Illinois
$251K -$12.4K -156 -5%
MSFS
337
Main Street Financial Solutions
Pennsylvania
$251K +$6.78K +85 +3%
FFG
338
Frisch Financial Group
New York
$250K +$957 +12 +0.4%
FANJ
339
Financial Architects (New Jersey)
New Jersey
$246K -$33.9K -425 -13%
WLIM
340
White Lighthouse Investment Management
Massachusetts
$246K +$232K +2,915 New
WS
341
Wedbush Securities
California
$239K -$11.9K -149 -5%
CCA
342
Clearwater Capital Advisors
Illinois
$239K +$638 +8 +0.3%
DC
343
Davenport & Co
Virginia
$239K +$226K +2,830 New
RIA
344
Realta Investment Advisors
Delaware
$238K +$225K +2,820 New
GI
345
GAMCO Investors
Connecticut
$234K -$28.3K -355 -11%
HCIA
346
Hochman Cole Investment Advisors
Illinois
$232K – – –
HSA
347
HBK Sorce Advisory
Pennsylvania
$231K +$218K +2,736 New
JPLA
348
Joseph P. Lucia & Associates
New York
$230K -$10.4K -130 -5%
CBFP
349
Cedar Brook Financial Partners
Ohio
$230K -$2.71K -34 -1%
SL
350
Salomon & Ludwin
Virginia
$225K +$212K +2,662 New
12 13
14
15 16