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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
401
Creekside Partners
California
$412K – – –
AWM
402
Apollon Wealth Management
South Carolina
$410K +$84.9K +656 +27%
AA
403
Armis Advisers
Georgia
$409K -$26.4K -204 -6%
VIA
404
Vickerman Investment Advisors
Washington
$409K +$14.6K +113 +4%
RCAG
405
Rehmann Capital Advisory Group
Michigan
$407K -$8.68K -67 -2%
MFA
406
Mayflower Financial Advisors
Massachusetts
$407K -$26.2K -202 -6%
NWM
407
NRI Wealth Management
California
$401K -$3.96M -30,564 -91%
AIM
408
Acropolis Investment Management
Missouri
$397K +$94.5K +730 +31%
CSP
409
Cary Street Partners
Virginia
$395K -$106K -819 -21%
CPIG
410
Chicago Partners Investment Group
Illinois
$390K +$647 +5 +0.2%
BA
411
Bluesphere Advisors
Pennsylvania
$387K +$388 +3 +0.1%
LTI
412
Laffer Tengler Investments
Tennessee
$384K +$379K +2,924 New
CAC
413
Certified Advisory Corp
Florida
$382K +$129 +1 +0%
KA
414
Kovack Advisors
Florida
$380K -$7.51K -58 -2%
CCMG
415
Clark Capital Management Group
Pennsylvania
$378K +$3.75K +29 +1%
OHWA
416
Oak Hill Wealth Advisors
Virginia
$374K – – –
IIA
417
Integral Investment Advisors
California
$372K – – –
FBC
418
Fairfield, Bush & Co
Connecticut
$370K -$906 -7 -0.2%
MFGM
419
Marshall Financial Group (Maryland)
Maryland
$369K +$777 +6 +0.2%
MSF
420
Mustard Seed Financial
Arkansas
$367K – – –
JJBC
421
James J. Burns & Company
New York
$363K – – –
SW
422
Solidarity Wealth
Utah
$362K – – –
SC
423
Savant Capital
Illinois
$362K -$79K -610 -18%
DWM
424
Dakota Wealth Management
Florida
$361K -$51.9K -401 -13%
AWA
425
Amplius Wealth Advisors
Pennsylvania
$360K -$25.9K -200 -7%
15 16
17
18 19