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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
501
Financial Counselors Inc
Kansas
$236K -$17.5K -144 -7%
BAM
502
BOS Asset Management
Illinois
$236K -$50.7K -416 -17%
EI
503
Ellevest Inc
New York
$235K – – –
BCM
504
Boltwood Capital Management
California
$235K +$3.29K +27 +1%
OFS
505
Oldfather Financial Services
Nebraska
$234K +$239K +1,962 New
SFA
506
Spectrum Financial Alliance
Kentucky
$233K – – –
PA
507
Procyon Advisors
Connecticut
$228K +$233K +1,910 New
GLLW
508
Graves Light Lenhart Wealth
Virginia
$227K +$244 +2 +0.1%
FCMA
509
Foresight Capital Management Advisors
Michigan
$225K – – –
PCIG
510
Partners Capital Investment Group
Massachusetts
$224K +$229K +1,877 New
NAS
511
NWF Advisory Services
California
$224K – – –
TCM
512
Triumph Capital Management
Colorado
$223K – – –
TSMHT
513
Thurston Springer Miller Herd & Titak
Indiana
$221K +$6.09K +50 +3%
TF
514
TME Financial
California
$221K +$2.07K +17 +0.9%
WG
515
Welch Group
Alabama
$220K +$366 +3 +0.2%
VWM
516
Venturi Wealth Management
Texas
$220K -$263K -2,159 -54%
OBWG
517
Onyx Bridge Wealth Group
New York
$219K +$366 +3 +0.2%
CAG
518
Compass Advisory Group
New York
$219K +$975 +8 +0.4%
JWA
519
JFS Wealth Advisors
Pennsylvania
$218K +$40.7K +334 +22%
WFA
520
Websterrogers Financial Advisors
South Carolina
$217K – – –
OL
521
one8zero8 LLC
North Carolina
$216K – – –
CB
522
Cadence Bank
Mississippi
$216K – – –
AWM
523
Accel Wealth Management
Iowa
$215K +$219K +1,796 New
SFP
524
Shepherd Financial Partners
Massachusetts
$213K +$218K +1,787 New
PMWMG
525
Parr McKnight Wealth Management Group
Minnesota
$211K -$3.17K -26 -1%
19 20
21
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