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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
401
Baker Avenue Asset Management
California
$125K +$17.3K +205 +15%
WTC
402
WhitTier Trust Company
Nevada
$125K +$1.69K +20 +1%
GFPC
403
Global Financial Private Client
Florida
$117K -$135K -1,600 -52%
JWA
404
JFS Wealth Advisors
Pennsylvania
$116K – – –
MA
405
Montag & Associates
Georgia
$115K -$283K -3,349 -69%
AF
406
Allworth Financial
California
$110K – – –
AIM
407
Acropolis Investment Management
Missouri
$107K – – –
PIM
408
Progressive Investment Management
Oregon
$101K – – –
EWM
409
Endurance Wealth Management
Rhode Island
$100K – – –
VCM
410
Viewpoint Capital Management
Washington
$94.8K – – –
KHC
411
Koesten Hirschmann & Crabtree
Kansas
$89.6K – – –
JEST
412
JTC Employer Solutions Trustee
Jersey
$89K – – –
RMC
413
Resources Management Corp
Connecticut
$89K +$62.7K +741 +313%
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$88.1K – – –
FRA
415
Front Row Advisors
California
$88K – – –
AWM
416
Avior Wealth Management
Nebraska
$87.3K +$34.3K +406 +57%
SC
417
SouthState Corp
Florida
$84.9K +$84.6K +1,000 +1,111%
GWM
418
Geneos Wealth Management
Colorado
$82.6K +$16.9K +200 +23%
LWANC
419
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.1K – – –
CT
420
Colonial Trust
South Carolina
$77.9K – – –
CFD
421
Creative Financial Designs
Indiana
$77.9K – – –
PTC
422
Private Trust Company
Ohio
$75.6K -$423 -5 -0.5%
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$72.9K – – –
UB
424
UMB Bank
Missouri
$70.9K -$2.54K -30 -3%
AT
425
Avalon Trust
New Mexico
$70.1K +$76.1K +900 New
15 16
17
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