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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
476
Ulland Investment Advisors
Minnesota
$65K – – –
DAC
477
Dividend Assets Capital
South Carolina
$63K – – –
CWC
478
Carolinas Wealth Consulting
North Carolina
$60.9K +$578 +7 +1%
LC
479
Lindbrook Capital
California
$59.6K -$31.3K -379 -34%
AWM
480
Activest Wealth Management
Florida
$59.2K – – –
AWM
481
Avior Wealth Management
Nebraska
$59.1K -$578 -7 -1%
SFC
482
SYM Financial Corp
Indiana
$58.2K – – –
MA
483
MCF Advisors
Kentucky
$57.1K – – –
WAG
484
Windsor Advisory Group
Ohio
$55.1K +$55K +666 New
BFEC
485
Benjamin F. Edwards & Company
Missouri
$55K -$11.4K -138 -17%
FWP
486
FAS Wealth Partners
Kansas
$53.8K – – –
AWM
487
Align Wealth Management
Oklahoma
$53.4K +$59.2K +717 New
HIA
488
Harbor Investment Advisory
Maryland
$50.3K – – –
AWM
489
AllSquare Wealth Management
New York
$49.1K – – –
PK
490
Pflug Koory
Nebraska
$48K – – –
AWM
491
Atticus Wealth Management
Florida
$47.5K +$10.6K +128 +29%
GMA
492
Glassy Mountain Advisors
Maryland
$47.2K +$47.2K +571 New
CFO
493
CVA Family Office
Colorado
$46.3K – – –
BWP
494
Baldwin Wealth Partners
Massachusetts
$45.7K – – –
HDIM
495
Hanson & Doremus Investment Management
Vermont
$44K – – –
SIS
496
Sound Income Strategies
Florida
$43.4K +$744 +9 +2%
AP
497
Atwood & Palmer
Missouri
$41K +$40.9K +495 New
OA
498
Operose Advisors
Wisconsin
$40.5K – – –
BBPWM
499
Blue Bell Private Wealth Management
Pennsylvania
$40.5K +$40.5K +490 New
PMFA
500
Plante Moran Financial Advisors
Michigan
$39.4K -$15.4K -186 -28%
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