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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
351
Channel Wealth
California
$274K +$285K +3,413 New
FA
352
FDx Advisors
Illinois
$273K -$11.8K -141 -4%
TSWM
353
Tyler-Stone Wealth Management
Ohio
$273K +$1.25K +15 +0.4%
RJT
354
Raymond James Trust
Florida
$272K – – –
MFGM
355
Marshall Financial Group (Maryland)
Maryland
$272K -$26.3K -314 -8%
CWM
356
C2C Wealth Management
Arizona
$268K – – –
EPM
357
Elm Partners Management
Pennsylvania
$265K +$276K +3,297 New
TCPWM
358
Traverso Chambers Private Wealth Management
California
$264K – – –
EGM
359
Engineers Gate Manager
New York
$263K +$274K +3,278 New
MCWS
360
McKinley Carter Wealth Services
West Virginia
$261K +$418 +5 +0.2%
BAM
361
BOS Asset Management
Illinois
$261K -$13.6K -163 -5%
MWM
362
Maltin Wealth Management
New Jersey
$258K -$2.59K -31 -1%
CB
363
Commerce Bank
Missouri
$257K -$388K -4,637 -59%
FBC
364
Fairfield, Bush & Co
Connecticut
$256K – – –
FB
365
Fulton Bank
Pennsylvania
$256K +$266K +3,186 New
MIG
366
McGuire Investment Group
Rhode Island
$255K +$14.5K +173 +6%
BDF
367
Black Diamond Financial
Maryland
$253K – – –
NEWAS
368
N.E.W. Advisory Services
Wisconsin
$251K – – –
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$251K +$39.9K +477 +18%
FWM
370
FSA Wealth Management
Massachusetts
$250K – – –
AWA
371
Amplius Wealth Advisors
Pennsylvania
$248K – – –
CIA
372
Capital Investment Advisors
Georgia
$248K -$2.76K -33 -1%
TPCW
373
TD Private Client Wealth
New York
$247K -$3.51K -42 -1%
SFA
374
Sequoia Financial Advisors
Ohio
$245K +$29.8K +357 +13%
MSFS
375
Main Street Financial Solutions
Pennsylvania
$245K -$1.5K -18 -0.6%
13 14
15
16 17