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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
576
Baker Avenue Asset Management
California
$201K -$10.4K -80 -5%
AIA
577
Aventus Investment Advisors
Florida
$198K – – –
TLA
578
Tanglewood Legacy Advisors
Texas
$195K – – –
WT
579
Whittier Trust
California
$189K – – –
PFBT
580
Parkside Financial Bank & Trust
Missouri
$184K +$174K +1,340 +3,829%
GTAM
581
Global Trust Asset Management
Florida
$178K -$320K -2,464 -65%
BBPWM
582
Blue Bell Private Wealth Management
Pennsylvania
$177K -$2.47K -19 -1%
PIM
583
Progressive Investment Management
Oregon
$174K – – –
BTI
584
Blue Trust Inc
Georgia
$173K – – –
SC
585
SouthState Corp
Florida
$172K +$1.04K +8 +0.6%
TCM
586
Triumph Capital Management
Colorado
$172K +$168K +1,290 New
CA
587
CoreCap Advisors
Michigan
$167K -$5.46K -42 -3%
IA
588
IFP Advisors
Florida
$163K -$3.38K -26 -2%
VCM
589
Viewpoint Capital Management
Washington
$162K – – –
IBOK
590
Independence Bank of Kentucky
Kentucky
$160K -$4.68K -36 -3%
FC
591
Financial Consulate
Maryland
$158K – – –
PTC
592
Private Trust Company
Ohio
$157K +$3.38K +26 +2%
AAG
593
Armstrong Advisory Group
Massachusetts
$155K – – –
CCM
594
Chilton Capital Management
Texas
$153K +$779 +6 +0.5%
JEST
595
JTC Employer Solutions Trustee
Jersey
$153K – – –
MAS
596
MPWM Advisory Solutions
Georgia
$152K – – –
EAM
597
Empirical Asset Management
Massachusetts
$148K – – –
HC
598
Hurley Capital
New York
$142K +$779 +6 +0.6%
CT
599
Colonial Trust
South Carolina
$141K – – –
SIS
600
Sound Income Strategies
Florida
$136K +$8.96K +69 +7%
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