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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
551
Brinker Capital Investments
Pennsylvania
$216K -$301K -2,362 -59%
CHC
552
City Holding Co
West Virginia
$214K -$12.8K -100 -6%
WA
553
Wealth Architects
California
$214K +$207K +1,625 New
HCM
554
Howard Capital Management
Georgia
$212K +$205K +1,608 New
CWA
555
Crusonia Wealth Advisors
Colorado
$209K +$203K +1,590 New
GFPC
556
Global Financial Private Client
Florida
$209K +$202K +1,585 New
TW
557
Tempo Wealth
Ohio
$208K +$202K +1,582 New
NL
558
NWAM LLC
Washington
$207K +$201K +1,572 New
DAS
559
Dynamic Advisor Solutions
Arizona
$206K +$200K +1,568 New
AC
560
Apella Capital
Connecticut
$205K -$7.66K -60 -4%
FB
561
Fulton Bank
Pennsylvania
$203K +$197K +1,544 New
SOS
562
Silver Oak Securities
Tennessee
$202K +$196K +1,535 New
PI
563
PFG Investments
New York
$202K +$196K +1,535 New
WB
564
West Bancorporation
Iowa
$201K +$195K +1,530 New
AIM
565
Advyzon Investment Management
Illinois
$200K +$194K +1,521 New
AIA
566
Aventus Investment Advisors
Florida
$195K – – –
VWM
567
Vermillion Wealth Management
Minnesota
$188K -$893 -7 -0.5%
PTC
568
Private Trust Company
Ohio
$188K +$32.2K +252 +21%
APFP
569
Action Point Financial Planning
Michigan
$183K +$177K +1,388 New
IA
570
IFP Advisors
Florida
$180K +$12.5K +98 +8%
TCM
571
Triumph Capital Management
Colorado
$179K – – –
BBPWM
572
Blue Bell Private Wealth Management
Pennsylvania
$174K – – –
PIM
573
Progressive Investment Management
Oregon
$171K – – –
CA
574
CoreCap Advisors
Michigan
$164K -$5.23K -41 -3%
VCM
575
Viewpoint Capital Management
Washington
$160K – – –
21 22
23
24 25