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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
526
Gemmer Asset Management
California
$35K – – –
UCB
527
United Community Bank
South Carolina
$34.3K +$34.6K +355 New
EWA
528
EverSource Wealth Advisors
Alabama
$33K +$33.3K +342 New
CWP
529
Concord Wealth Partners
Virginia
$30K – – –
VCM
530
Versant Capital Management
Arizona
$28K +$28K +287 New
BHWM
531
Beaird Harris Wealth Management
Texas
$28K +$28.7K +295 New
EI
532
Ellevest Inc
New York
$27K – – –
JIR
533
James Investment Research
Ohio
$27K +$97 +1 +0.4%
BWP
534
Baldwin Wealth Partners
Massachusetts
$26K – – –
NFSG
535
Newbridge Financial Services Group
Florida
$26K +$195 +2 +0.8%
BA
536
Bivin & Associates
Oklahoma
$26K +$26.3K +270 New
RFWA
537
RPg Family Wealth Advisory
Massachusetts
$25.6K – – –
CIAS
538
Capital Investment Advisory Services
North Carolina
$24K – – –
PCG
539
Private Capital Group
Connecticut
$24K – – –
PA
540
PSI Advisors
Florida
$23K – – –
AIP
541
Ameritas Investment Partners
Nebraska
$23K +$97 +1 +0.4%
HIIFS
542
Harel Insurance Investments & Financial Services
Israel
$23K +$17.5K +180 +300%
RFA
543
Reilly Financial Advisors
California
$23K +$22.9K +235 New
MCC
544
Money Concepts Capital
Florida
$22K +$21.8K +224 New
GWSG
545
GPS Wealth Strategies Group
Colorado
$20K – – –
TLFA
546
True Link Financial Advisors
California
$20K – – –
CHC
547
City Holding Co
West Virginia
$19K – – –
POIA
548
Pin Oak Investment Advisors
Texas
$19K – – –
RMC
549
Resources Management Corp
Connecticut
$19K – – –
SCA
550
Stuart Chaussee & Associates
California
$19K – – –
20 21
22
23 24