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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
501
Arkadios Wealth Advisors
Georgia
$234K +$3.31K +26 +1%
BAM
502
BOS Asset Management
Illinois
$234K -$5.23K -41 -2%
MWM
503
Mascagni Wealth Management
Mississippi
$234K – – –
TFS
504
Thoroughbred Financial Services
Tennessee
$233K -$9.82K -77 -4%
SAM
505
Smartleaf Asset Management
Massachusetts
$232K +$765 +6 +0.3%
HCM
506
Hollencrest Capital Management
California
$232K +$638 +5 +0.3%
GLLW
507
Graves Light Lenhart Wealth
Virginia
$231K – – –
AW
508
Alteri Wealth
California
$230K -$29.5K -231 -11%
CCA
509
Childress Capital Advisors
Texas
$230K – – –
RFN
510
Redwood Financial Network
Ohio
$230K -$154K -1,205 -39%
CIC
511
Carnegie Investment Counsel
Ohio
$230K – – –
FCP
512
Fidelis Capital Partners
Florida
$230K – – –
FCMA
513
Foresight Capital Management Advisors
Michigan
$227K – – –
PCIG
514
Partners Capital Investment Group
Massachusetts
$227K – – –
AIA
515
Allied Investment Advisors
Montana
$225K -$219K -1,719 -48%
MFA
516
Mayflower Financial Advisors
Massachusetts
$225K -$71.7K -562 -23%
HW
517
Hamilton Wealth
California
$224K -$9.57M -75,049 -98%
IWA
518
Inspirion Wealth Advisors
Illinois
$223K – – –
EPW
519
Endeavor Private Wealth
Kansas
$222K -$3.19K -25 -1%
CAG
520
Compass Advisory Group
New York
$222K +$7.14K +56 +3%
MMA
521
Miracle Mile Advisors
California
$222K +$234K +1,836 New
SLG
522
Stanley-Laman Group
Pennsylvania
$222K +$234K +1,834 New
CRC
523
Curi RMB Capital
Illinois
$221K -$53K -416 -19%
PMWMG
524
Parr McKnight Wealth Management Group
Minnesota
$221K -$1.53K -12 -0.7%
SWM
525
SeaCrest Wealth Management
New York
$220K +$6.63K +52 +3%
19 20
21
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