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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
551
Aventus Investment Advisors
Florida
$179K – – –
VWM
552
Vermillion Wealth Management
Minnesota
$174K -$14.2K -111 -7%
AAP
553
Arax Advisory Partners
Colorado
$168K -$23.3K -183 -12%
TCM
554
Triumph Capital Management
Colorado
$165K +$9.31K +73 +6%
BBPWM
555
Blue Bell Private Wealth Management
Pennsylvania
$160K – – –
CI
556
CX Institutional
Indiana
$159K -$2.14M -16,814 -93%
PIM
557
Progressive Investment Management
Oregon
$157K – – –
CA
558
CoreCap Advisors
Michigan
$155K +$4.59K +36 +3%
IA
559
IFP Advisors
Florida
$153K +$6.38K +50 +4%
OCM
560
Osbon Capital Management
Massachusetts
$150K +$158K +1,241 New
VCM
561
Viewpoint Capital Management
Washington
$147K – – –
BTI
562
Blue Trust Inc
Georgia
$146K -$11.2K -88 -7%
FC
563
Financial Consulate
Maryland
$143K – – –
PTC
564
Private Trust Company
Ohio
$142K – – –
AAG
565
Armstrong Advisory Group
Massachusetts
$140K – – –
CCM
566
Chilton Capital Management
Texas
$139K +$510 +4 +0.3%
JEST
567
JTC Employer Solutions Trustee
Jersey
$139K – – –
IBOK
568
Independence Bank of Kentucky
Kentucky
$139K -$6.38K -50 -4%
MG
569
Mather Group
Illinois
$139K +$147K +1,150 New
HC
570
Hurley Capital
New York
$129K +$383 +3 +0.3%
CT
571
Colonial Trust
South Carolina
$128K – – –
TLA
572
Tanglewood Legacy Advisors
Texas
$128K -$51K -400 -27%
NSIM
573
North Star Investment Management
Illinois
$126K +$120K +938 +893%
SIS
574
Sound Income Strategies
Florida
$123K – – –
OFG
575
Oxford Financial Group
Indiana
$115K – – –
21 22
23
24 25