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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
551
Armstrong Advisory Group
Massachusetts
$152K – – –
PTC
552
Private Trust Company
Ohio
$151K -$37.9K -293 -20%
JEST
553
JTC Employer Solutions Trustee
Jersey
$151K – – –
MG
554
Mather Group
Illinois
$151K +$149K +1,150 New
CCM
555
Chilton Capital Management
Texas
$150K +$148K +1,141 New
MAS
556
MPWM Advisory Solutions
Georgia
$150K – – –
EAM
557
Empirical Asset Management
Massachusetts
$146K +$3.42M +26,432 New
CT
558
Colonial Trust
South Carolina
$139K – – –
HC
559
Hurley Capital
New York
$139K +$388 +3 +0.3%
GJIA
560
Glass Jacobson Investment Advisors
Maryland
$131K -$1.81K -14 -1%
CTWM
561
Cherry Tree Wealth Management
Minnesota
$124K -$20.1K -155 -14%
SIS
562
Sound Income Strategies
Florida
$123K -$4.01K -31 -3%
FDW
563
Fourth Dimension Wealth
Ohio
$120K – – –
TIM
564
Tortoise Investment Management
New York
$119K – – –
AP
565
Aspect Partners
Virginia
$119K -$51.8K -400 -31%
SFC
566
SYM Financial Corp
Indiana
$118K – – –
LAM
567
LOM Asset Management
$116K – – –
MDA
568
Minot DeBlois Advisors
Massachusetts
$115K – – –
PAG
569
Paladin Advisory Group
Iowa
$115K +$55.6K +429 +97%
RWM
570
Raffa Wealth Management
District of Columbia
$111K -$91.6K -707 -45%
VWA
571
VSM Wealth Advisory
Maryland
$110K +$259 +2 +0.2%
MEG
572
Millstone Evans Group
Colorado
$109K – – –
FMTCOCP
573
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$108K – – –
HDIM
574
Hanson & Doremus Investment Management
Vermont
$106K – – –
AG
575
AmeriFlex Group
Nevada
$105K +$22.5K +174 +28%
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