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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
476
Coordinated Financial Services
Colorado
$267K +$7.68K +63 +3%
RBWA
477
RFG - Bristol Wealth Advisors
Massachusetts
$266K +$49.8K +409 +22%
SC
478
Savant Capital
Illinois
$261K +$19K +156 +8%
AWM
479
Avior Wealth Management
Nebraska
$256K -$30.6K -251 -10%
PAG
480
Private Advisory Group
Washington
$256K +$4.75K +39 +2%
HCM
481
Hollencrest Capital Management
California
$256K +$853 +7 +0.3%
CW
482
Channel Wealth
California
$256K +$2.68K +22 +1%
SPC
483
Spirepoint Private Client
Florida
$254K – – –
ZF
484
Zhang Financial
Michigan
$253K – – –
TFS
485
Thoroughbred Financial Services
Tennessee
$252K +$258K +2,114 New
CPA
486
Capital Performance Advisors
California
$249K +$254K +2,088 New
MWA
487
Medallion Wealth Advisors
Connecticut
$248K – – –
KCM
488
Kathmere Capital Management
Pennsylvania
$246K – – –
IA
489
IFP Advisors
Florida
$245K -$14.1K -116 -5%
MWM
490
Mascagni Wealth Management
Mississippi
$245K – – –
VFG
491
Valley Financial Group
Pennsylvania
$242K -$2.68K -22 -1%
SAM
492
Summit Asset Management
Tennessee
$242K – – –
PCS
493
Private Client Services
Kentucky
$241K -$21.4K -176 -8%
CD
494
Chapin Davis
Maryland
$240K -$198K -1,627 -45%
LA
495
Legacy Advisors
Pennsylvania
$240K – – –
MC
496
Moors & Cabot
Massachusetts
$239K +$122 +1 +0%
KP
497
Keel Point
Alabama
$238K – – –
CCA
498
Childress Capital Advisors
Texas
$238K +$242K +1,989 New
ORG
499
Optimist Retirement Group
Washington
$237K -$1.34K -11 -0.6%
SFPG
500
Stonebridge Financial Planning Group
Florida
$237K +$242K +1,984 New
18 19
20
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