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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
526
Blue Bell Private Wealth Management
Pennsylvania
$33.8K -$14.5K -145 -30%
MA
527
MCF Advisors
Kentucky
$33.2K – – –
SA
528
Scarborough Advisors
Maryland
$33.1K – – –
SWP
529
SIMA Wealth Partners
Virginia
$32.2K +$32.1K +322 New
TFA
530
Toth Financial Advisory
Virginia
$31.2K +$15K +150 +93%
AF
531
Advisornet Financial
Minnesota
$30.5K – – –
CJ
532
Caitlin John
Michigan
$29.2K – – –
FDCP
533
Foster Dykema Cabot & Partners
Massachusetts
$28.9K – – –
CTC
534
Central Trust Company
Missouri
$28.7K – – –
RIL
535
Rothschild Investment LLC
Illinois
$28.6K – – –
MCA
536
Maryland Capital Advisors
Maryland
$28.1K -$14.3K -143 -34%
WIA
537
Wetzel Investment Advisors
Indiana
$27.3K – – –
HBW
538
Hazlett, Burt & Watson
West Virginia
$25K – – –
CIAS
539
Capital Investment Advisory Services
North Carolina
$25K – – –
TFF
540
The Family Firm
Maryland
$24.7K +$24.7K +247 New
RIA
541
Realta Investment Advisors
Delaware
$24.4K – – –
PA
542
PSI Advisors
Florida
$23.8K – – –
PAI
543
Pittenger & Anderson Inc
Nebraska
$23.3K – – –
IGWM
544
ICA Group Wealth Management
Colorado
$22.5K -$110K -1,100 -83%
SS
545
Sunbelt Securities
Texas
$22.3K – – –
GWSG
546
GPS Wealth Strategies Group
Colorado
$20.8K – – –
DMIC
547
Dixon Mitchell Investment Counsel
British Columbia, Canada
$20.1K – – –
POIA
548
Pin Oak Investment Advisors
Texas
$20K – – –
BWP
549
Baldwin Wealth Partners
Massachusetts
$20K – – –
BBHC
550
Brown Brothers Harriman & Co
New York
$20K – – –
20 21
22
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