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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
551
Ramirez Asset Management
New York
$154K – – –
AAG
552
Armstrong Advisory Group
Massachusetts
$147K +$2.15K +18 +2%
JEST
553
JTC Employer Solutions Trustee
Jersey
$146K – – –
MAS
554
MPWM Advisory Solutions
Georgia
$145K – – –
CTWM
555
Cherry Tree Wealth Management
Minnesota
$140K – – –
HT
556
Headlands Technologies
Illinois
$140K +$19K +159 +17%
CT
557
Colonial Trust
South Carolina
$135K – – –
HC
558
Hurley Capital
New York
$134K +$477 +4 +0.4%
GWM
559
Geneos Wealth Management
Colorado
$130K +$34.2K +287 +39%
GJIA
560
Glass Jacobson Investment Advisors
Maryland
$129K +$16K +134 +15%
SIS
561
Sound Income Strategies
Florida
$125K -$2.38K -20 -2%
PSFG
562
Park Square Financial Group
Georgia
$121K -$32.1K -269 -22%
FDW
563
Fourth Dimension Wealth
Ohio
$116K – – –
TIM
564
Tortoise Investment Management
New York
$115K – – –
SFC
565
SYM Financial Corp
Indiana
$114K – – –
MDA
566
Minot DeBlois Advisors
Massachusetts
$112K – – –
LAM
567
LOM Asset Management
$112K +$105K +882 New
MEG
568
Millstone Evans Group
Colorado
$106K – – –
VWA
569
VSM Wealth Advisory
Maryland
$106K +$238 +2 +0.2%
FMTCOCP
570
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$105K – – –
HDIM
571
Hanson & Doremus Investment Management
Vermont
$103K – – –
AUB
572
Atlantic Union Bankshares
Virginia
$101K +$94.2K +790 New
PWS
573
Peterson Wealth Services
Utah
$98.4K +$5.96K +50 +7%
PCFFS
574
Pacific Center for Financial Services
California
$96.5K – – –
SWM
575
Spire Wealth Management
Virginia
$92.3K -$84.2K -706 -49%
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