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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
451
Valley Financial Group
Pennsylvania
$225K -$1.17K -11 -0.5%
WBCM
452
Wilson & Boucher Capital Management
California
$223K – – –
LA
453
Legacy Advisors
Pennsylvania
$221K – – –
SAM
454
Summit Asset Management
Tennessee
$221K +$954 +9 +0.4%
IFS
455
Ifrah Financial Services
Arkansas
$221K +$213K +2,008 New
PCMC
456
Private Capital Management (Colorado)
Colorado
$221K -$37.8K -357 -15%
KP
457
Keel Point
Alabama
$220K +$212K +1,998 New
CFP
458
Cypress Financial Planning
New Jersey
$219K -$16.1K -152 -7%
MG
459
Mather Group
Illinois
$219K -$39.7K -375 -16%
ORG
460
Optimist Retirement Group
Washington
$218K +$211K +1,987 New
FHC
461
First Heartland Consultants
Missouri
$217K +$209K +1,976 New
EI
462
Ellevest Inc
New York
$216K +$209K +1,968 New
SL
463
SWMG LLC
Texas
$216K +$188K +1,770 New
RCAG
464
Rehmann Capital Advisory Group
Michigan
$215K -$60.2K -568 -23%
SFA
465
Spectrum Financial Alliance
Kentucky
$214K +$207K +1,949 New
BCM
466
Boltwood Capital Management
California
$213K +$206K +1,942 New
IA
467
IFP Advisors
Florida
$213K +$20.3K +192 +11%
AWM
468
Avior Wealth Management
Nebraska
$212K +$134K +1,266 +191%
GRP
469
Global Retirement Partners
California
$208K +$72.4K +683 +56%
GLLW
470
Graves Light Lenhart Wealth
Virginia
$208K +$201K +1,896 New
FCMA
471
Foresight Capital Management Advisors
Michigan
$207K +$199K +1,882 New
TCM
472
Triumph Capital Management
Colorado
$206K -$55.6K -525 -22%
PCIG
473
Partners Capital Investment Group
Massachusetts
$206K +$199K +1,877 New
NAS
474
NWF Advisory Services
California
$206K +$198K +1,872 New
WG
475
Welch Group
Alabama
$204K +$197K +1,858 New
17 18
19
20 21