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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
451
Principal Securities
Iowa
$312K -$4.53M -35,002 -94%
WS
452
Wedbush Securities
California
$311K -$20.5K -158 -6%
CB
453
Chris Bulman
California
$301K +$5.44K +42 +2%
RBWA
454
RFG - Bristol Wealth Advisors
Massachusetts
$297K +$906 +7 +0.3%
MA
455
Mutual Advisors
Nebraska
$297K +$34.6K +267 +13%
SFA
456
Spectrum Financial Alliance
Kentucky
$297K +$40.3K +311 +16%
HSA
457
HBK Sorce Advisory
Pennsylvania
$297K – – –
CM
458
Capital Management
Virginia
$293K – – –
MAS
459
Madden Advisory Services
Florida
$293K +$289K +2,229 New
JPLA
460
Joseph P. Lucia & Associates
New York
$285K – – –
ML
461
McAdam LLC
Pennsylvania
$282K +$278K +2,146 New
MWM
462
Meridian Wealth Management
Kentucky
$279K +$276K +2,129 New
SPC
463
Spirepoint Private Client
Florida
$279K – – –
OIA
464
OneDigital Investment Advisors
Kansas
$278K -$275K -2,125 -50%
ZF
465
Zhang Financial
Michigan
$277K – – –
PAG
466
Private Advisory Group
Washington
$275K – – –
LFAS
467
Level Four Advisory Services
Texas
$275K +$271K +2,092 New
OFS
468
Oldfather Financial Services
Nebraska
$271K +$2.72K +21 +1%
MWA
469
Medallion Wealth Advisors
Connecticut
$271K +$129 +1 +0%
PAS
470
Park Avenue Securities
New York
$269K -$132K -1,022 -33%
SAM
471
Summit Asset Management
Tennessee
$266K – – –
LA
472
Legacy Advisors
Pennsylvania
$263K +$260K +2,005 New
TFS
473
Thoroughbred Financial Services
Tennessee
$263K +$129 +1 +0%
BCM
474
Boltwood Capital Management
California
$263K +$388 +3 +0.2%
CCA
475
Childress Capital Advisors
Texas
$261K – – –
17 18
19
20 21