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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JEST
551
JTC Employer Solutions Trustee
Jersey
$137K – – –
MAS
552
MPWM Advisory Solutions
Georgia
$136K – – –
AAG
553
Armstrong Advisory Group
Massachusetts
$135K – – –
CTWM
554
Cherry Tree Wealth Management
Minnesota
$132K – – –
CT
555
Colonial Trust
South Carolina
$127K – – –
HC
556
Hurley Capital
New York
$125K +$128K +1,049 New
SIS
557
Sound Income Strategies
Florida
$119K +$5.36K +44 +5%
S
558
Sachetta
Massachusetts
$117K – – –
HT
559
Headlands Technologies
Illinois
$113K +$115K +944 New
LWANC
560
Laurel Wealth Advisors (North Carolina)
North Carolina
$111K – – –
FDW
561
Fourth Dimension Wealth
Ohio
$109K +$7.31K +60 +7%
TIM
562
Tortoise Investment Management
New York
$108K -$29.2K -240 -21%
SFC
563
SYM Financial Corp
Indiana
$107K – – –
CA
564
Continuum Advisory
Idaho
$106K -$1.83K -15 -2%
MDA
565
Minot DeBlois Advisors
Massachusetts
$105K – – –
GJIA
566
Glass Jacobson Investment Advisors
Maryland
$104K – – –
Blue Trust Inc
567
Blue Trust Inc
Georgia
$102K +$99.3K +815 +1,940%
MEG
568
Millstone Evans Group
Colorado
$99.6K +$40.9K +336 +67%
VWA
569
VSM Wealth Advisory
Maryland
$99.3K +$244 +2 +0.2%
FMTCOCP
570
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K – – –
GCM
571
Gables Capital Management
Florida
$98.9K – – –
HDIM
572
Hanson & Doremus Investment Management
Vermont
$97K +$34.4K +282 +54%
SSB
573
Sandy Spring Bank
Maryland
$94.4K -$3.65K -30 -4%
PCFFS
574
Pacific Center for Financial Services
California
$90.6K – – –
MFA
575
McClarren Financial Advisors
Pennsylvania
$88K +$2.8K +23 +3%