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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
601
Richard W. Paul & Associates
Michigan
$10.9K – – –
CMP
602
Coston McIsaac & Partners
Maine
$10K +$106 +1 +1%
SFCL
603
Strengthening Families & Communities LLC
Massachusetts
$9.78K – – –
BWAM
604
Boyd Watterson Asset Management
Ohio
$9.67K – – –
JIP
605
Jaffetilchin Investment Partners
Florida
$9.56K +$9.22K +87 New
CPA
606
Cardiff Park Advisors
California
$9.45K – – –
ME
607
McIlrath & Eck
Washington
$8.79K – – –
BAM
608
Bellevue Asset Management
Washington
$8.24K – – –
RI
609
Ridgewood Investments
New Jersey
$8.24K – – –
LCM
610
Logan Capital Management
Pennsylvania
$8.02K – – –
FLPIM
611
F.L. Putnam Investment Management
Massachusetts
$7.69K -$2.12K -20 -29%
PFA
612
Pathway Financial Advisers
Indiana
$7.38K – – –
RS
613
Rakuten Securities
Japan
$6.59K – – –
SIC
614
SJS Investment Consulting
Ohio
$6.59K – – –
CIAS
615
CBIZ Investment Advisory Services
Ohio
$5.83K – – –
PGAM
616
Princeton Global Asset Management
New Jersey
$5.5K -$2.33K -22 -31%
AWM
617
Abound Wealth Management
Tennessee
$5.39K – – –
SWC
618
Spectrum Wealth Counsel
Indiana
$5.39K – – –
MAM
619
Morse Asset Management
Connecticut
$5.39K +$5.19K +49 New
TAM
620
Tucker Asset Management
Colorado
$4.95K – – –
WBC
621
West Branch Capital
Massachusetts
$4.95K – – –
PIP
622
Peachtree Investment Partners
Florida
$4.84K +$4.66K +44 New
BTI
623
Blue Trust Inc
Georgia
$4.22K – – –
VNA
624
Valley National Advisers
Pennsylvania
$3K – – –
CPG
625
Cornerstone Planning Group
New Jersey
$2.3K – – –
23 24
25
26 27