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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
526
Strengthening Families & Communities LLC
Massachusetts
$7K – – –
CPA
527
Cardiff Park Advisors
California
$6.91K – – –
LF
528
Lee Financial
Texas
$6.83K +$7.11K +85 New
MWM
529
Mascoma Wealth Management
New Hampshire
$6.75K – – –
ME
530
McIlrath & Eck
Washington
$6.43K – – –
PWMG
531
Provence Wealth Management Group
California
$5.78K +$6.02K +72 New
PFA
532
Pathway Financial Advisers
Indiana
$5.28K +$5.52K +66 New
SIC
533
SJS Investment Consulting
Ohio
$4.82K – – –
OIA
534
Optimum Investment Advisors
Illinois
$4.5K +$2.17K +26 +87%
AWM
535
Abound Wealth Management
Tennessee
$3.94K +$4.1K +49 New
WBC
536
West Branch Capital
Massachusetts
$3.62K – – –
TAM
537
Tucker Asset Management
Colorado
$3.61K – – –
NC
538
NewSquare Capital
Pennsylvania
$3.61K +$3.76K +45 New
BTI
539
Blue Trust Inc
Georgia
$3K – – –
CBT
540
CoreFirst Bank & Trust
Kansas
$2.49K +$2.59K +31 New
VWM
541
Venturi Wealth Management
Texas
$2.31K – – –
C
542
Covestor
United Kingdom
$2K -$2.51K -30 -54%
VNA
543
Valley National Advisers
Pennsylvania
$2K – – –
SWM
544
Sanctuary Wealth Management
Idaho
$964 – – –
MIM
545
Macroview Investment Management
Maryland
$964 +$1K +12 New
NRG
546
Nemes Rush Group
Michigan
$723 – – –
CA
547
Crewe Advisors
Utah
$402 +$418 +5 New
DFA
548
DHJJ Financial Advisors
Illinois
$161 +$167 +2 New
CA
549
Calton & Associates
Florida
– -$6.74M -82,909 Closed
AWM
550
Aprio Wealth Management
Georgia
– -$3.85M -47,365 Closed
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