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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
501
EverSource Wealth Advisors
Alabama
$21K -$1.35K -16 -5%
BA
502
Bivin & Associates
Oklahoma
$21K – – –
EI
503
Ellevest Inc
New York
$21K – – –
CPFP
504
Clear Perspectives Financial Planning
Ohio
$19K -$12.7K -150 -38%
CIAS
505
Capital Investment Advisory Services
North Carolina
$19K -$5.24K -62 -20%
RBC
506
Roble Belko & Company
Pennsylvania
$19K +$84 +1 +0.4%
JGIA
507
Jackson Grant Investment Advisers
Connecticut
$18K – – –
PA
508
PSI Advisors
Florida
$18K – – –
RMC
509
Resources Management Corp
Connecticut
$18K – – –
OIA
510
Optimum Investment Advisors
Illinois
$17K -$13.3K -158 -42%
CA
511
Clearstead Advisors
Ohio
$17K +$4.9K +58 +34%
GWSG
512
GPS Wealth Strategies Group
Colorado
$16K – – –
CAM
513
Costello Asset Management
Pennsylvania
$16K +$16.2K +192 +1,067%
CHC
514
City Holding Co
West Virginia
$15K – – –
POIA
515
Pin Oak Investment Advisors
Texas
$15K – – –
SCA
516
Stuart Chaussee & Associates
California
$15K – – –
GEA
517
Glen Eagle Advisors
New Jersey
$14.8K – – –
SFCL
518
Strengthening Families & Communities LLC
Massachusetts
$14K – – –
FFA
519
Founders Financial Alliance
North Carolina
$13K -$415K -4,910 -97%
NFSG
520
Newbridge Financial Services Group
Florida
$13K -$8.44K -100 -37%
AA
521
Addison Advisors
Vermont
$13K – – –
AA
522
Ancora Advisors
Ohio
$13K – – –
NSIM
523
North Star Investment Management
Illinois
$13K – – –
OSAM
524
O'Shaughnessy Asset Management
Connecticut
$13K – – –
FA
525
Faithward Advisors
Pennsylvania
$13K +$1.44K +17 +11%
19 20
21
22 23