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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
401
First Horizon Advisors
Tennessee
$135K -$20.6K -262 -14%
AF
402
Allworth Financial
California
$135K +$18.8K +239 +17%
WTC
403
WhitTier Trust Company
Nevada
$129K -$785 -10 -0.6%
GFPC
404
Global Financial Private Client
Florida
$123K – – –
JWA
405
JFS Wealth Advisors
Pennsylvania
$121K – – –
CTWM
406
Cherry Tree Wealth Management
Minnesota
$120K +$116K +1,480 New
AAG
407
Armstrong Advisory Group
Massachusetts
$120K -$73.5K -936 -39%
PIM
408
Progressive Investment Management
Oregon
$106K – – –
GWM
409
Geneos Wealth Management
Colorado
$105K +$18.1K +230 +22%
EWM
410
Endurance Wealth Management
Rhode Island
$104K – – –
VCM
411
Viewpoint Capital Management
Washington
$98.9K – – –
CFD
412
Creative Financial Designs
Indiana
$93.9K +$12.2K +156 +16%
KHC
413
Koesten Hirschmann & Crabtree
Kansas
$93.4K – – –
JEST
414
JTC Employer Solutions Trustee
Jersey
$93K – – –
FRA
415
Front Row Advisors
California
$92K – – –
AWM
416
Avior Wealth Management
Nebraska
$91K – – –
SC
417
SouthState Corp
Florida
$88.6K – – –
MFA
418
McClarren Financial Advisors
Pennsylvania
$88K +$62K +790 +267%
ODG
419
O'Dell Group
Ohio
$86.1K +$83.2K +1,060 New
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$85.1K -$6.51K -83 -7%
PTC
421
Private Trust Company
Ohio
$83.5K +$4.47K +57 +6%
LWANC
422
Laurel Wealth Advisors (North Carolina)
North Carolina
$82.5K – – –
CT
423
Colonial Trust
South Carolina
$81.2K – – –
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$76K – – –
GJIA
425
Glass Jacobson Investment Advisors
Maryland
$74.5K +$72K +918 New
15 16
17
18 19