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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
C2C Wealth Management
Arizona
$226K – – –
HTC
402
Haverford Trust Company
Pennsylvania
$226K – – –
SIMG
403
Sonora Investment Management Group
Arizona
$223K +$223K +2,699 New
VWA
404
V Wealth Advisors
Kansas
$223K – – –
WLIM
405
White Lighthouse Investment Management
Massachusetts
$223K -$51K -617 -19%
FCI
406
Financial Counselors Inc
Kansas
$221K +$221K +2,672 New
SL
407
Salomon & Ludwin
Virginia
$220K +$220K +2,662 New
CFO
408
Collective Family Office
Pennsylvania
$219K -$165K -2,000 -43%
JPLA
409
Joseph P. Lucia & Associates
New York
$219K -$17.8K -215 -8%
MC
410
Moors & Cabot
Massachusetts
$219K -$7.85K -95 -3%
CIC
411
Carnegie Investment Counsel
Ohio
$219K -$28.3K -342 -11%
WP
412
WealthSource Partners
California
$218K -$31.5K -381 -13%
AA
413
Aire Advisors
California
$217K +$217K +2,626 New
CIM
414
Corbyn Investment Management
Maryland
$217K -$106K -1,280 -33%
BPWM
415
Badgley Phelps Wealth Managers
Washington
$215K +$215K +2,602 New
SAM
416
Secure Asset Management
Michigan
$215K +$215K +2,599 New
VBFP
417
Valtinson Bruner Financial Planning
Minnesota
$210K -$40.4K -489 -17%
TL
418
Tradewinds LLC
North Carolina
$210K +$94.9K +1,148 New
FANJ
419
Financial Architects (New Jersey)
New Jersey
$208K +$208K +2,513 New
IAS
420
Insigneo Advisory Services
Florida
$207K +$207K +2,500 New
MW
421
MBL Wealth
North Carolina
$207K +$207K +2,500 New
MIG
422
McGuire Investment Group
Rhode Island
$207K +$207K +2,501 New
WAM
423
Worth Asset Management
Texas
$206K – – –
PAS
424
Park Avenue Securities
New York
$202K -$94.9K -1,148 -32%
AAG
425
Armstrong Advisory Group
Massachusetts
$199K +$199K +2,408 New
15 16
17
18 19