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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
551
Private Trust Company
Ohio
$171K -$1.06K -9 -0.6%
WT
552
Whittier Trust
California
$163K – – –
FHA
553
First Horizon Advisors
Tennessee
$160K -$11.8K -100 -7%
CAS
554
Coppell Advisory Solutions
Texas
$158K +$6.62K +56 +4%
VWM
555
Vermillion Wealth Management
Minnesota
$154K +$154K +1,305 New
EF
556
Empowered Funds
Pennsylvania
$154K +$154K +1,303 New
IBOK
557
Independence Bank of Kentucky
Kentucky
$153K -$27.9K -236 -15%
PIM
558
Progressive Investment Management
Oregon
$153K – – –
MSS
559
Mitchell Sinkler & Starr
Pennsylvania
$153K – – –
CIA
560
Cape Investment Advisory
Georgia
$151K -$9.93K -84 -6%
CA
561
CoreCap Advisors
Michigan
$151K +$60.7K +513 +67%
PSFG
562
Park Square Financial Group
Georgia
$144K +$145K +1,223 New
VCM
563
Viewpoint Capital Management
Washington
$144K – – –
RAM
564
Ramirez Asset Management
New York
$143K – – –
TIM
565
Tortoise Investment Management
New York
$135K +$28.4K +240 +26%
JEST
566
JTC Employer Solutions Trustee
Jersey
$135K – – –
AAG
567
Armstrong Advisory Group
Massachusetts
$135K – – –
MAS
568
MPWM Advisory Solutions
Georgia
$135K +$135K +1,140 New
CTWM
569
Cherry Tree Wealth Management
Minnesota
$130K – – –
CT
570
Colonial Trust
South Carolina
$125K +$7.09K +60 +6%
SC
571
SouthState Corp
Florida
$118K – – –
S
572
Sachetta
Massachusetts
$116K +$116K +983 New
SIS
573
Sound Income Strategies
Florida
$113K +$2.48K +21 +2%
LWANC
574
Laurel Wealth Advisors (North Carolina)
North Carolina
$110K – – –
CA
575
Continuum Advisory
Idaho
$106K – – –
21 22
23
24 25