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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$463K +$28.5K +223 +7%
BEI
402
Benjamin Edwards Inc
Missouri
$459K -$51.2K -401 -10%
WPC
403
Wedmont Private Capital
Pennsylvania
$458K +$3.57K +28 +0.8%
IFS
404
Ifrah Financial Services
Arkansas
$457K -$2.17K -17 -0.5%
SL
405
SWMG LLC
Texas
$456K +$423K +3,315 New
AWM
406
Axxcess Wealth Management
California
$455K -$15.6K -122 -3%
CCMG
407
Clark Capital Management Group
Pennsylvania
$451K – – –
BFA
408
Bragg Financial Advisors
North Carolina
$445K -$43.6K -342 -9%
JCFM
409
JBR Co Financial Management
Oklahoma
$445K -$183K -1,434 -30%
WPC
410
Waters Parkerson & Co
Louisiana
$441K – – –
FGC
411
First Growth Capital
Maryland
$430K – – –
MWM
412
Maltin Wealth Management
New Jersey
$428K +$638 +5 +0.2%
VIM
413
Vista Investment Management
Pennsylvania
$427K – – –
CWP
414
Cyndeo Wealth Partners
Florida
$420K +$128 +1 +0%
LOWM
415
Laurel Oak Wealth Management
New Jersey
$418K -$32.5K -255 -7%
AFO
416
Arrowroot Family Office
California
$415K -$255 -2 -0.1%
CP
417
Creekside Partners
California
$413K – – –
CAC
418
Certified Advisory Corp
Florida
$413K -$66.2K -519 -14%
AIM
419
Acropolis Investment Management
Missouri
$408K -$2.81K -22 -0.7%
RCAG
420
Rehmann Capital Advisory Group
Michigan
$408K – – –
CS
421
Capital Square
Tennessee
$407K +$15.8K +124 +4%
WAG
422
Windsor Advisory Group
Ohio
$400K +$388K +3,039 New
CIA
423
Compass Ion Advisors
Pennsylvania
$396K -$34.7K -272 -8%
PIA
424
Polaris Investment Advisors
Massachusetts
$395K – – –
BRWA
425
B. Riley Wealth Advisors
Florida
$390K +$128 +1 +0%
15 16
17
18 19