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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
501
Zhang Financial
Michigan
$282K – – –
PAG
502
Private Advisory Group
Washington
$278K -$1.04K -8 -0.4%
OFS
503
Oldfather Financial Services
Nebraska
$276K – – –
MWA
504
Medallion Wealth Advisors
Connecticut
$276K – – –
LWANC
505
Laurel Wealth Advisors (North Carolina)
North Carolina
$273K +$265K +2,043 New
LA
506
Legacy Advisors
Pennsylvania
$272K +$4.29K +33 +2%
PP
507
Patten & Patten
Tennessee
$268K +$261K +2,006 New
TFS
508
Thoroughbred Financial Services
Tennessee
$267K +$390 +3 +0.1%
MC
509
Moors & Cabot
Massachusetts
$265K +$25.1K +193 +11%
AGP
510
Aspire Growth Partners
Florida
$264K +$257K +1,979 New
BAM
511
BOS Asset Management
Illinois
$264K +$260 +2 +0.1%
BCM
512
Boltwood Capital Management
California
$264K -$3.25K -25 -1%
SAM
513
Smartleaf Asset Management
Massachusetts
$263K +$238K +1,832 +1,514%
EI
514
Ellevest Inc
New York
$263K – – –
RIA
515
Regal Investment Advisors
Michigan
$260K +$253K +1,948 New
NAS
516
NWF Advisory Services
California
$259K – – –
WG
517
Welch Group
Alabama
$259K +$8.7K +67 +4%
MWM
518
Mascagni Wealth Management
Mississippi
$258K – – –
AWA
519
Arkadios Wealth Advisors
Georgia
$256K +$249K +1,914 New
HCM
520
Hollencrest Capital Management
California
$255K +$909 +7 +0.4%
GLLW
521
Graves Light Lenhart Wealth
Virginia
$255K +$390 +3 +0.2%
CCA
522
Childress Capital Advisors
Texas
$254K -$10.9K -84 -4%
CIC
523
Carnegie Investment Counsel
Ohio
$254K +$20.7K +159 +9%
FCP
524
Fidelis Capital Partners
Florida
$254K +$247K +1,900 New
CW
525
Channel Wealth
California
$252K +$130 +1 +0.1%
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