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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
576
Blue Trust Inc
Georgia
$3K – – –
CBT
577
CoreFirst Bank & Trust
Kansas
$2.86K – – –
LAM
578
Lummis Asset Management
Texas
$2.86K +$2.6K +31 New
BFS
579
Burkett Financial Services
South Carolina
$2.83K +$2.6K +31 New
VWM
580
Venturi Wealth Management
Texas
$2.65K – – –
OP
581
ORG Partners
Indiana
$2.12K +$1.93K +23 New
C
582
Covestor
United Kingdom
$2K -$84 -1 -4%
VNA
583
Valley National Advisers
Pennsylvania
$2K – – –
CWP
584
Concord Wealth Partners
Virginia
$1.94K -$21.3K -253 -92%
ACA
585
Aptus Capital Advisors
Alabama
$1.66K +$1.51K +18 New
SWM
586
Sanctuary Wealth Management
Idaho
$1.11K – – –
CAM
587
Creekmur Asset Management
Illinois
$1.11K +$1.01K +12 New
AA
588
AlphaMark Advisors
Kentucky
$1K +$1.01K +12 New
NRG
589
Nemes Rush Group
Michigan
$831 – – –
CA
590
Crewe Advisors
Utah
$462 – – –
DFA
591
DHJJ Financial Advisors
Illinois
$185 – – –
MFG
592
Merit Financial Group
Georgia
– -$3.44M -42,825 Closed
VU
593
Valence8 US
Massachusetts
– -$2.97M -36,942 Closed
DI
594
DAGCO Inc
Ohio
– -$5.74M -36,920 Closed
HF
595
HRT Financial
New York
– -$1.86M -23,155 Closed
EW
596
Evoke Wealth
California
– -$1.23M -15,165 Closed
PAG
597
Private Advisory Group
Washington
– -$902K -11,234 Closed
BCI
598
Brinker Capital Investments
Pennsylvania
– -$705K -8,782 Closed
OPS
599
Orion Portfolio Solutions
Nebraska
– -$705K -8,782 Closed
FFS
600
Founders Financial Securities
Maryland
– -$584K -7,275 Closed
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