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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
351
Mainsail Asset Management
Alabama
$575K -$27.4K -225 -4%
LAM
352
Lewis Asset Management
California
$570K -$11.8K -97 -2%
AM
353
AGF Management
Ontario, Canada
$566K – – –
HA
354
Hanover Advisors
South Carolina
$565K +$24.7K +203 +4%
UCFA
355
United Capital Financial Advisors
Texas
$565K +$122 +1 +0%
APP
356
Avantax Planning Partners
Iowa
$564K +$94.8K +778 +20%
CB
357
Commerce Bank
Missouri
$563K +$24.4K +200 +4%
FFA
358
Founders Financial Alliance
North Carolina
$561K +$2.8K +23 +0.5%
SS
359
SBI Securities
Japan
$555K -$15.5K -127 -3%
MFG
360
Mosaic Financial Group
Illinois
$551K +$487 +4 +0.1%
BIG
361
Brookwood Investment Group
Arizona
$549K +$560K +4,593 New
PIA
362
Petredis Investment Advisors
Pennsylvania
$539K – – –
NEWAS
363
N.E.W. Advisory Services
Wisconsin
$536K +$3.05K +25 +0.6%
WAS
364
Winch Advisory Services
Wisconsin
$536K +$2.31K +19 +0.4%
IA
365
IFG Advisory
Georgia
$535K -$3.17K -26 -0.6%
SWP
366
Stratos Wealth Partners
Ohio
$532K -$187K -1,533 -26%
KWA
367
Kingswood Wealth Advisors
California
$532K -$433K -3,558 -44%
WPC
368
Waters Parkerson & Co
Louisiana
$532K – – –
PIA
369
Panoramic Investment Advisors
Colorado
$529K +$13.2K +108 +2%
FCM
370
Family Capital Management
Michigan
$527K – – –
IC
371
IEQ Capital
California
$525K +$535K +4,391 New
MCM
372
Mainstream Capital Management
California
$520K -$5.36K -44 -1%
CAG
373
Crestwood Advisors Group
Massachusetts
$520K -$6.09K -50 -1%
HCC
374
Hirtle Callaghan & Co
Pennsylvania
$517K – – –
SB
375
Simmons Bank
Arkansas
$516K – – –
13 14
15
16 17